Latest Articles
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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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Anthropologie Growth Should Boost Urban Outfitters Stock
Urban Outfitters (NASDAQ:URBN) is likely to benefit from the rising trend in Revenue per Square Foot for Anthropologie Stores, which we estimate accounts for around 28% of the company’s share value. Over the last week, Trefis members have c...
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Women’s In-Store Apparel Could Drive Growth for J.Crew
J.Crew Group (NYSE:JCG) is a specialty retailer that sells women’s, men’s and children’s apparel and accessories under the J.Crew, crewcuts and Madewell brands. Trefis members have created forecasts for two key drivers of J.Crew Group’s st...
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Higher Ann Taylor Store Margins Boost ANN Stock
AnnTaylor (NYSE:ANN) is a leading specialty retailer of women’s apparel, shoes and accessories in the US. It competes with Aeropostale (NYSE:ARO), American Eagle Outfitters (NYSE:AEO), J.Crew Group (NYSE:JCG), and Limited Brands (NYSE:LTD). We c...
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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...
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10% Upside to A&F’s Stock From Push into Lingerie Market?
Abercrombie & Fitch (NYSE:ANF) is a specialty retailer that derives most of its revenues from its Abercrombie & Fitch and Hollister brands where it competes primarily against brands from Gap (NYSE:GPS), American Eagle (NYSE:AEO) and Urban...
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American Eagle and Abercrombie & Fitch Compete for Younger Shoppers
Specialty retailers American Eagle (NYSE:AEO) and Abercrombie & Fitch (NYSE: ANF), having both established strong positions in the 18 to 24 year-old youth apparel segment, are now fighting for the hearts and wallets of even younger shoppers. ...
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Profit Margins Key to American Eagle’s Growth
American Eagle Outfitters (NYSE: AEO) is a specialty retailer that designs, markets and sells its own brand of trendy, high-quality clothing, accessories and personal care products at affordable prices, targeting the 15-25-year-old demographic. C...
