Latest Articles
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Concerns for Gap Stock on Holiday Bargains
Gap (NYSE: GPS), a leading global specialty retailer, reported its 3QFY10 results last Friday. Gap competes with other specialty retailers like Aeropostale (NYSE:ARO), Abercrombie & Fitch (NYSE:ANF), J.Crew Group (NYSE:JCG) and Urban Outf...
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Abercrombie & Fitch Sales, Profitability Lift Outlook
Abercrombie & Fitch (NYSE:ANF) recently reported earnings that showed encouraging improvements in its sales metrics and profit margins which we feel will continue. A&F is a leading apparel company that targets teens and young adults prim...
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Store Count and Margins Crucial for American Eagle’s Stock
American Eagle Outfitters ‘ (NYSE:AEO) stock is quite sensitive to the number of American Eagle stores and their profitability. American Eagle stores account for around 50% of the company’s stock price, according to our estimate. Th...
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Direct Sales Boost Specialty Retail Stocks
Internet and catalog sales are becoming increasingly important for some of the major specialty retailers covered by Trefis. Retailers realize higher profit margins on such direct-to-consumer sales than on merchandise sold in physical stores. Int...
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Banana Republic Stores Can Drive Growth for Gap
With signs of economic recovery and improving consumer demand, Gap (NYSE:GPS) is likely to benefit from growing Banana Republic store count as well as revenues. We estimate Banana Republic stores account for around 18% of Gap’s stock. Over...
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Specialty Apparel Brands Should Outperform In Recovery
Because real estate is such a major cost for retailers, revenue per square foot is a crucial operating metric in the retail industry. In this article we analyze historical revenue per square foot data for several important players in the U.S. ret...
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A&F and Hollister Store Counts Important for ANF’s Stock
Abercrombie & Fitch (NYSE:ANF) is a specialty apparel retailer that mainly operates under the Abercrombie & Fitch and Hollister brands. It competes with Aeropostale (NYSE:ARO), Gap (NYSE:GPS), J.Crew Group (NYSE:JCG) and Urban Outfitter...
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Slightly Lower Expectations for J.Crew’s Revenue per Square Foot
J.Crew Group (NYSE:JCG) is a specialty retailer selling women’s, men’s and children’s apparel and accessories under the J.Crew, crewcuts and Madewell brands. It competes with Aeropostale (NYSE:ARO), American Eagle Outfitters In...
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Limited Brands’ Stock Could Get Boost from Victoria’s Secret International Stores
Limited Brands (NYSE:LTD), a specialty apparel retailer focused on lingerie, beauty and personal care products, competes with retailers like Abercrombie & Fitch (NYSE:ANF), American Eagle (NYSE:AEO), AnnTaylor (NYSE:ANN), Gap (NYSE:GPS), and ...
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Flat Margins for Aeropostale Stores Could Weaken ARO Stock
Aeropostale (NYSE:ARO) is a specialty retailer that sells casual apparel and accessories targeted primarily at youth aged 14-17. Its primary competitors include American Eagle (NYSE:AEO), Abercrombie & Fitch (NYSE:ANF), Gap (NYSE:GPS), ...
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American Eagle’s Revenue per Square Foot Expected to Trend Up
American Eagle Outfitters (NYSE:AEO) competes with Aeropostale (NYSE:ARO), Gap (NYSE:GPS), Abercrombie & Fitch (NYSE:ANF), and Urban Outfitters (NASDAQ:URBN) in the specialty retail apparel market. We currently have a Trefis price estimate of...
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Aeropostale’s Sales Could Slump as Economy Recovers
Aeropostale (NYSE:ARO) is a specialty retailer that sells casual apparel and accessories targeted primarily at youth aged 14-17. Aeropostale’s primary competitors include American Eagle (NYSE:AEO), Abercrombie & Fitch (NYSE:ANF), G...
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New Coverage: $31 Trefis Price Estimate for Limited Brands
Limited Brands (NYSE:LTD) is a leading specialty retailer of women’s intimate apparel and personal care products, known for brands like Victoria’s Secret, Bath & Body Works and La Senza. Victoria’s Secret, which primarily s...
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American Eagle’s aerie Brand Poised for Growth
American Eagle Outfitters (NYSE: AEO) designs, markets and sells its own brand of high quality, on-trend clothing, accessories and personal care products at affordable prices targeting 15-25 year old customers. The company also has two smaller br...
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Abercrombie’s Hollister Revenues Should Recover with U.S. Economy
Abercrombie & Fitch (NYSE: ANF) is a specialty retailer whose Hollister stores division sells a broad selection of premium apparel, accessories and personal care products aimed at consumers aged 14-18. Abercrombie competes primarily against b...
