VFC // Posts tagged as "VFC"
LULU’s Apparel Runway is Huge; Tougher Path in Fitness, Shoes
Research Question: Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand? AAPL, ADDDF, GPS, HNNMY, LEVI, LULU, NKE, PTON, PUMSY, RL, TJX, TPR, TYO:7936, UA, VFC, WWW By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Lululemon Athletica Inc. (LULU) has ample room to […]
Skechers’ Q1 Orders Slip at Major Buyer, But 2H17 Holds Promise (SKX)
Research Question: Will Skechers’ domestic wholesale business continue to be a drag, or will new products revive the brand in 2017? Companies: ADDYY, CAL, DKS, ETR:PUM, KRX:081660, KSS, NKE, SKX, TYO:7936, UA, VFC, WWW By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Skechers USA Inc. (SKX) is struggling to regain […]
UGG’s Classic II, Classic Slim, Men’s Lines Were on Trend and Drove Holiday Sales For Deckers (DECK)
Research Question: Did Deckers’ new UGG Slim and Classic II boots drive holiday sales and reinvigorate the brand? Companies: COLM, DECK, KORS, NKE, VFC, WWW By: David Franklin Click here to download report (.pdf) Summary of Findings Deckers Outdoor Corp.’s (DECK) UGG brand experienced strong holiday sales and returned to being on trend in […]
Classic II UGGs Will Not Produce a Significant Sales Increase for Deckers (DECK)
Research Question: Are the Classic IIs and other new UGG styles enough to create a successful back-to-school and holiday season for Deckers? Companies: CAL, DECK, RPM, TGT, VFC By: David Franklin Click here to download report (.pdf) Summary of Findings The new UGG fall lineup, including the Classic II, will not produce a significant sales […]
There Are Warning Signs That Skechers’ Momentum Is Waning
Research Question: Are Skechers’ U.S. wholesale and retail businesses continuing to thrive despite warnings signs in the greater overall shoe market? Companies: ADDYY, CAL, DKS, DSW, DKX, KSS, NKE, SKX, UA, VFC, TYO:7936 By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Sales of Skechers USA Inc. (SKX) shoes were down […]
May Trends Tracker
Trends Tracker Companies Covered: AAPL, ADDYY, BRK.A/B, BWLD, CAR, CCL/CUK, CMG, COH, DECK, DIS, DNKN, DPZ, EXPE, FIT, FRA:PUM, HABT, HTZ, JACK, KATE, KORS, MCD, NCLH, NDLS, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, RCL, SHAK, SKX, SONC, TRIP, UA, VFC, WEN, YUM Click here to download the report (.pdf) Summary of Findings Coach has taken […]
March Trends Tracker
Trends Tracker Companies Covered: AAP, ADDYY, AMZN, ANGI, AZO, BRK.A/B, BWLD, CMCSA, CMG, COLM, COST, DECK, DG, DNKN, FB, GOOG/GOOGL, GPC, GRPN, JACK, KR, MCD, MNST, NFLX, NKE, ORLY, PBY, PEP, PLKI, PNRA, PUSH, PYPL, QSR, SBUX, SFM, SHAK, SKX, SONC, SWY, TFM, TGT, TWX, TYO:7936, UA, VFC, WEN, WFM, WMT, WWW, YELP, YUM Click here to […]
Gildan’s Low Price, High Quality Helping It to Gain Share Now and in 2016
Research Question: Will Gildan gain market share in branded innerwear in 2016? Companies: BRK.A/BRK.B, HBI, NKE, TSE:GIL/GIL, TYO:9983, UA, VFC By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Gildan Activewear Inc.’s (TSE:GIL/GIL) combination of low price and high quality is helping its branded innerwear gain share now and into […]
Popularity Decline, Not Just Weather, Spells Doom for Deckers’ UGG
Research Question: Did back-to-school and fall/early winter sales of Deckers’ UGG shearling and non-shearling boots meet retailers’ and distributors’ expectations? Companies: COLM, DECK, HKG:0494, NKE, SKX, VFC, WWW By: Susan Jennings Click here to download the report (.pdf) Summary of Findings The popularity and sales of Deckers Outdoors Corp.’s (DECK) UGG are declining at an […]
PVH’s Calvin Klein Continues Marked, But Gradual, Improvement
Research Question: Will building momentum behind PVH’s Calvin Klein push the brand to leap forward or show only continued incremental gains? Companies: BKE, BOSSY, ICON, JWN, KORS, LVMUY, M, PERY, PVH, RL, VFC By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings PVH Corp.’s (PVH) Calvin Klein continues to make progress in its revitalization efforts […]
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