Investopedia: Tiffany Continues To Execute At A Higher Level

As premier jewelery retailer Tiffany (NYSE:TIF) continues to beat expectations, it's getting harder to argue that the Street overvalues the company's brand and future cash flows. Not only is the company outperforming in difficult markets like Europe, but efforts to improve operating performance seem to already be delivering results. Factor in an eventual improvement in the Americas and future growth in businesses like watches, and I can understand why Tiffany is a popular pick. I'm personally not willing to chase Tiffany up at these levels (particularly when it seems like 20% to 30% pullbacks are routine), but it's hard to argue with a company that is performing at a pretty high level despite what should be a tough global environment.

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Investopedia: Aspirational Shoppers Trip Up Tiffany

When you're a public company, investors' appetite for growth has to be taken into account when it comes to business strategy. I suspect this is part of the reason so many publicly-traded luxury brands have spent the last two decades targeting that "mass affluent" market. While that approach has generally earned these companies quite a lot of money on balance, it may have been part of what tripped up Tiffany (NYSE:TIF) this quarter. Even with the disappointment, though, this is still not what you'd call a cheap stock.

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Investopedia: Is It Time To Hitch Up The Coach?

As a seller of something that many people want, but nobody really needs, Coach (NYSE:COH) is an interesting economic barometer in its own right. Like so many other semi-luxury or luxury brands, Coach knows how much of its future growth rests in China, but the company must also find that sustainable niche of "affordable luxury" that is so hard to maintain in the North American market. While economic weakness is going to have a disproportionate impact on Coach, this stock is a name to watch as a rebound play for when conditions and sentiment turn more positive.

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