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Gap Is One Of 2018's 'Most Compelling Specialty Retail Ideas,' Says Bluefin Research Partners
Tuesday, March 20, 2018 - 4:29pm | 475Gap Inc (NYSE: GPS) reported a fourth-quarter earnings beat and issued strong guidance in early March, but the stock's performance has remained relatively lackluster. This represents an entry point in a stock that's underappreciated by investors, according to a new sell-side report....
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2 Great Reasons To Own Coach Shares
Thursday, March 30, 2017 - 12:28pm | 501Coach Inc (NYSE: COH) continues to benefit from “competitor's missteps,” BlueFin Research Partners’ Rebecca Duval said in a report. She added that while the company seems to be gaining share in the handbags market, it also stands to benefit from a possible buyout of Kate Spade...
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Lululemon Continues To Be A Bright Spot In Specialty Retail
Wednesday, January 4, 2017 - 11:10am | 281Lululemon Athletica inc. (NASDAQ: LULU) is scheduled to pre-announce its fiscal fourth-quarter financial results next week and could provide sales and EPS guidance slightly higher than the current consensus expectations of $782 million and $1.00, respectively, BlueFin’s Rebecca Duval said in...
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Be 'Very Cautious' On Michael Kors Amid Continued Sluggishness, Q3 EPS Seen Below Street
Thursday, December 22, 2016 - 11:52am | 465BlueFin Research’s Rebecca Duval expects the third-quarter earnings from Michael Kors Holdings Ltd (NYSE: KORS) to miss the $1.64 consensus estimate on continued weak traffic at North American department stores and sluggish retail sales during the holidays. Investors, Use Caution The handbag...
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So Far So Good For American Eagle Outfitters This Year
Wednesday, September 28, 2016 - 9:18am | 341Checks indicate American Eagle Outfitters (NYSE: AEO) is on track to achieving comparable sales slightly above the consensus estimate of 3 percent, BlueFin Research Partners’ Rebecca Duval said in a report. She maintained a Market Outperform rating on the company, with a price target of $22...
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BlueFin Sees Nearly 16% Upside In Coach Shares
Monday, August 29, 2016 - 9:49am | 382BlueFin’s Rebecca Duval believes Coach Inc (NYSE: COH) is taking bold steps to re-position its products. If these initiatives bear fruit, “it will go a long way to protect against any brand image erosion.” Duval reiterated a Market Outperform rating on the company with a price...
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BlueFin Research Becomes Positive On Express, Sees In-Line Q2 Results
Wednesday, August 17, 2016 - 9:16am | 392BlueFin expects Express, Inc. (NYSE: EXPR) to report its second-quarter revenue and EPS in line with consensus estimates of $520 million and $0.17, respectively. The specialty apparel and accessories retailer is expected to report its second-quarter financials on August 24. BlueFin's channel checks...
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Gap, Old Navy's Momentum Looks To Have Continued This Summer
Tuesday, August 2, 2016 - 9:01am | 350Investors are likely to be pleased with the July monthly sales results from Gap Inc (NYSE: GPS), BlueFin’s Rebecca Duval said, which are scheduled to be reported August 8 and should drive the stock higher. Concerns Played Out Following concerns regarding a slowdown at Old Navy in 2015, Duval...
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PVH Corp Has Recouped Most Of Its Brexit Loss, BlueFin Sees It As An Attractive Stock
Tuesday, July 26, 2016 - 8:30am | 328The downturn in PVH Corp (NYSE: PVH) shares on Brexit concerns were overblown. Although the shares having recovered since, the stock is “an attractive idea,” given the current business trends, BlueFin’s Rebecca Duval said in a report. She added that there was potential earnings...
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Don't Wait Too Long To Buy American Eagle Outfitters Shares, Says Bluefin
Wednesday, July 13, 2016 - 10:48am | 413Bluefin Research Partners has maintained its Market Outperform rating and $22 price target on shares of American Eagle Outfitters (NYSE: AEO), saying that the stock is poised to move higher. "Our channel checks indicate that FYQ2 business trends have been very good as evident by a lot of chase...
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Most Investors Underappreciate Lululemon's Recent Supply Chain Fixes
Friday, June 3, 2016 - 10:14am | 268Lululemon Athletica inc. (NASDAQ: LULU) is scheduled to report its FYQ1 results on June 8. FYQ1 Expectations BlueFin’s Rebecca Duval believes that the FYQ1 sales might have been better than expected, while the EPS was likely to be in line with the consensus. Duval mentioned that...
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Michael Kors Has Upside…In 2017, BlueFin Says
Thursday, March 31, 2016 - 12:17pm | 467Luxury apparel, footwear and accessories retailer, Michael Kors Holdings Ltd (NYSE: KORS) has made a substantial rebound in 2016 Q1 off the back of a rough previous two years. With the stock up over 40 percent for the first quarter, it's no surprise analysts are taking note. However, the...
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Express Trends Still Strong, BlueFin Sees Stock At $26
Wednesday, March 23, 2016 - 10:53am | 298BlueFin’s Rebecca Duval maintained a Market Outperform rating on Express, Inc. (NYSE: EXPR), while raising the price target to $26. Trending Right Duval expressed optimism regarding the current stock valuation, as well as the company’s “fashion forward product that is being...