Jim Duffy

Lululemon Athletica inc. (NASDAQ: LULU) were up more than 9 percent at the close Wednesday following a fourth-quarter earnings beat that saw comps up a remarkable 12 percent. The athletic apparel maker reported a Q4 adjusted EPS of $1.33 against a $1.27 estimate, sales of $928.8 million versus the...

Nike Inc (NYSE: NKE) stock traded higher Friday following a quarterly earnings and revenue beat. Several Wall Street analysts have commented on Nike’s quarter. Here’s a sampling of what they had to say. Voices From The Street Stifel analyst Jim Duffy said inflection in Nike’s...

VF Corp (NYSE: VFC)’s bundling frigid fans at the Pyeongchang Olympics, and the outfitter scored a win of its own Monday.  The Rating Stifel Nicolaus analyst Jim Duffy upgraded VF Corp to Buy and raised his price target from $78 to $91. The Thesis The 14-percent upside reflects...

Shares of Fitbit Inc (NYSE: FIT) have lost more than 13 percent over the past year and are down nearly 85 percent since its 2015 initial public offering. While the company isn't out of the woods just yet, at least one analyst no longer sees the bearish case for the stock moving forward. The...

Nike Inc (NYSE: NKE) once lived by the confident motto, “Anything you can do, I can do better.” But Under Armour Inc (NYSE: UAA) is more pragmatic. The sports apparel company “can do anything but can’t do everything,” CEO Kevin Plank said at a recent investor...

Deckers Outdoor Corp (NYSE: DECK) will deck the halls with cash this year, according to Stifel Nicolaus. Limited product availability on Nordstromrack.com and Zappos.com suggests Deckers will start the holiday season in a better off-price inventory position than it did last year. “Better...

With Twitter Inc (NYSE: TWTR) set to report second-quarter earnings Thursday, Cantor Fitzgerald maintains a Neutral rating on the company in expectation of “muted” 2Q17 results that will reflect continued revenue declines from product re-alignment and fierce competition. “Although...

Lululemon Athletica inc. (NASDAQ: LULU) has been downgraded from a Buy rating to a Hold by analysts at Stifel citing sector challenges and execution risk. “We remain constructive on the Company’s potential to leverage brand authenticity for global growth but also remain mindful o...

Competition, for sure, is slowly and steadily chipping away into Nike Inc (NYSE: NKE)'s market share. However, the company is still a force to reckon with in its chosen line of business. However, others like Under Armour Inc (NYSE: UA) (NYSE: UAA) and adidas AG (ADR) (OTC: ADDYY) are...

Jim Duffy of Stifel retained his Buy rating on Nike Inc (NYSE: NKE) ahead of its third quarter results on March 21, saying the company’s growth objectives through 2020 depend on either maintained share in a market that sustains a low double digit growth rate and/or gains at the expense of...

The aggressive spending by Under Armour Inc (NYSE: UA) on endorsements could weigh on its margins while setting a high bar for revenue growth, according to a recent note from Stifel. The brokerage, which has a Hold rating on the stock, said Under Armour’s aggressive endorsement commitments in...

After G-III Apparel Group, Ltd. (NASDAQ: GIII) disappointed investors with a sales miss and tepid forecast for the third quarter and the full year, the stock plunged 20.66 percent on Tuesday and remained in the red on Wednesday. In all, the stock lost about 26.7 percent over the two trading...

Stifel analysts Jim Duffy and Peter McGoldrick acknowledged the fact that both Under Armour Inc (NYSE: UA) and adidas AG (ADR) (OTC: ADDYY) are gaining in the athletic footwear, apparel, equipment, accessories and services market. However, the analysts believe Nike Inc (NYSE: NKE) reigns supreme in...

Stifel’s Jim Duffy mentioned that while the global retail environment was tough, early spring checks in North America were “uninspiring.” Duffy downgraded the rating on Crocs, Inc. (NASDAQ: CROX) from Buy to Hold. North American Retail Although the analyst believes that the...

Nike Inc (NYSE: NKE) reported Q4 EPS of $0.55, topping consensus expectations of $0.49. The company also reported Q4 revenue of $8.0 billion, slightly below consensus expectations of $8.2 billion. Nike shares are down about 4.5 percent in early Wednesday trading, but the revenue miss didn...