Showing posts with label Ralph Lauren. Show all posts
Showing posts with label Ralph Lauren. Show all posts

Thursday, December 6, 2012

Investopedia: Oxford Industries Experiences Some Growing Pains

Change can be painful, and while Oxford Industries' (NYSE:OXM) move to a more proprietary and aspirational product assortment has produced solid gains for long-term shareholders, there has been a lot of volatility along the way (shares went from over $50 in 2007 to below $5 in 2009). Oxford's third quarter is perhaps a microcosm of some of those challenges - top-tier brands like Tommy Bahama and Lilly Pulitzer continue to grow well, but the Ben Sherman and legacy Lanier businesses are struggling and it's taking a lot of money to support the company's hybrid direct retail/wholesale model.

Please continue here:
http://www.investopedia.com/stock-analysis/2012/Oxford-Industries-Experiencing-Some-Growing-Pains-OXM-PVH-RL-JWN1206.aspx

Saturday, December 1, 2012

Investopedia: PVH - Maybe Not Spectacular, But Solid Will Do

'Tis the season when shoppers and retail investors are a little more prone to losing their ever-loving minds, so it wasn't altogether shocking to see PVH Corp (NYSE:PVH) do well on strong volume after a respectable, but not spectacular quarter. I continue to believe that PVH is a well-run apparel company, and that its acquisition of Warnaco (NYSE:WRC) is a strong move with benefits in both the short and long term, but it's hard to see today's price as any sort of holiday special.

Please click below for more:
http://www.investopedia.com/stock-analysis/2012/PVH---Maybe-Not-Spectacular-But-Solid-Will-Do-PVH-WRC-AEO-ASOMY1130.aspx

Monday, November 5, 2012

Investopedia: Uniting CK Should Pay Off For PVH Corp

The apparel and footwear sectors have been seeing more than their share of acquisition activity over the past year, as companies look to better leverage supply chains and distribution and better compete with overseas competitors. PVH Corp (NYSE:PVH) is paying a lot to bring Warnaco (NYSE:WRC) into the fold (and further consolidate the Calvin Klein brand), but this deal looks like a relative win-win, where both the acquirer and the acquired are making a smart deal.

To read more, please click here:
http://www.investopedia.com/stock-analysis/2012/Uniting-CK-Should-Pay-Off-For-PVH-Corp-PVH-WRC-RL-VFC1105.aspx