Latest Articles


  • Company Logo for AEO

    American Eagle Still Lagging Competitors After Holiday Season

    American Eagle Outfitters (NYSE: AEO) designs, markets and sells its own brand of high quality clothing, accessories and personal care products. The company targets the 15-25 year-old demographic, and competes with other specialty apparel retaile...


  • Company Logo for ANF

    Abercrombie & Fitch Sees Upside From Internet & Catalog Orders

    Abercrombie & Fitch (NYSE:ANF) is a leading apparel company that primarily targets teens and young adults in the US. It competes with retailers like  Aeropostale (NYSE:ARO),  Gap (NYSE:GPS),  J.Crew Group (NYSE:JCG) and  Urban Outfitters (NAS...


  • Company Logo for LTD

    Limited Looking Good in 2011 on Growth in Lingerie Business

    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), ...



  • Company Logo for ARO

    Positive Outlook for Aeropostale Despite Recent Sales Slowdown

    Aeropostale (NYSE:ARO) is a specialty retailer that sells casual apparel and accessories targeted to youths.  Aeropostale’s primary competitors include American Eagle (NYSE:AEO), Abercrombie & Fitch (NYSE:ANF), Gap (NYSE:GPS) and Urban Outfit...


  • Company Logo for AEO

    American Eagle Lagging Competitors’ Growth, but Stock Remains Cheap

    American Eagle Outfitters (NYSE: AEO) designs, markets and sells its own brand of high quality clothing, accessories and personal care products. The company targets the 15-25 year-old demographic, and competes with other specialty apparel retaile...


  • Company Logo for LTD

    Limited Brands Freshens Margin Outlook

    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), ...


  • Company Logo for GPS

    Could Gap’s International Expansion Stall?

    Gap (NYSE: GPS), a leading global specialty retailer offering clothing, accessories and personal care products, primarily competes with stores like  Aeropostale (NYSE:ARO), Abercrombie & Fitch (NYSE:ANF), American Eagle Outfitters, (NYSE:AEO)...



  • Company Logo for LTD

    Is Victoria’s Secret the Key to Limited Brands Upside?

    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 ...


  • Company Logo for AEO

    Strong Q4 Retail Trends Could Lift AEO

    American Eagle Outfitters’ positive Q3 2010 results provide some cheer heading into the holiday shopping season. The company generated a 1% year-over-year (YOY) improvement in same-store sales with SG&A down slightly YOY (excluding $2.5 milli...


  • Company Logo for GPS

    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...


  • Company Logo for AEO

    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...


  • Company Logo for ANF

    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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