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We are reiterating our Buy rating, $37 price target and projections for Guess? after visiting stores in the Metro New Your City area and Long Island. Management continues to materially upgrade the Guess? store experience, increasing the focus on key fashion items, reducing the visual impact of denim and focusing on highlighting limited inventory (and sizing) levels, all with the goal of creating a more elevated, boutique driven store experience, inline with what international Guess? shoppers exp
Companies: PVH LULU URBN ROST AEO TPR AEO TJX GES ROST TPR LULU GES TJX PVH URBN
Small Cap Consumer Research LLC
We are reiterating our Buy rating, $14 price target and projections after reviewing the company's early summer catalogs for April 2023 and 2024. We remain impressed by the shifts in the catalogs, from a deeper focus on features and story telling, impressive gains in swimwear and related accessories, expansion of categories such as outerwear, totes and lifestyle apparel, shifts in footwear that we believe will presage the relaunch of the category as a licensed item and overall similar pricing. We
Companies: PVH JILL GPS LE LEVI OXM GES JILL OXM GES LE LEVI GPS PVH
We are reiterating our Buy rating, $37 price target and projections after visiting Guess? stores in the Metro NYC area and Long Island. We believe, with Spring now beginning to fully flow into stores, Guess? has continued to pivot their overall looks and focus even more on key fashion items, with an increased emphasis on activewear, dresses, and accessories, particularly handbags and footwear and men's accessories. Further, the company is experimenting in select stores to limit overall sizes on
We are reiterating our Buy rating, raising our price target to $14 (from $12), raising our FY24 EPS projection to $0.18 (from $0.07) and rolling out top and bottom line projected growth for FY25 after Lands' End reported a strong end to FY23, driven by a multi-level focus on driving higher pricing, better inventory management and overall higher returns. Further, we believe in FY24, as the company continues to shift revenue to higher margin segments (such as licensing and online marketplaces) and
We are reiterating our Buy rating, price target and projections for Express after visiting stores in Connecticut and Long Island. With Spring now in full bloom, Express has been rolling out new looks for the season, from a major activewear collection, an expansion of Body Contour, new men's swim, shorts for both men and women and seasonal suiting and dresses for the next key event or wedding. Further, the offerings are keyed by an increased focus on mix and match core basics, offering strong ver
Companies: PVH LULU GPS URBN GIII ROST AEO TPR AEO GIII TJX GES EXPR ROST EXPR TPR LULU GES GPS TJX PVH URBN
We are reiterating our Buy rating on GES, raising our price target to $37 (from $32.50) and rolling out FY26 projections after Guess? ended FY24 with a strong 4Q which easily beat both top and bottom line Street expectations and announced a $2.25 per share special dividend. Further, initial FY25 projections, which incorporate the acquisition of Rag & Bone, handily beat Street top line projections and bracket bottom line expectations, even as Guess? adds resources to drive Rag & Bone to higher ov
We are reiterating our Buy rating, $12 price target and projections for Lands' End with the company announcing 4QFY23 (January) results before the open on Wednesday, March 27th. We believe management's focus on driving higher margins and overall returns via less discounting, more product newness, a focus on key categories (i.e. swimwear and outerwear) where Lands' End is dominant, expansion to incremental online marketplaces and, beginning in FY24, licensing secondary categories, will register s
We are reiterating our Buy rating, $32.50 price target and projections for Guess? with the company announcing 4QFY24 (January) results after the close on Wednesday. We believe management remained conservative in their 4Q projections, already incorporating a tough domestic environment, which should allow the company to achieve top and bottom line results in their projected range. Further, we expect Guess? to incorporate multiple positive drivers in their initial FY25 guidance, including the recen
We are reiterating our Buy rating, projections and $32.50 price target for Guess? after visiting stores in the NYC metro area and Long Island. We believe Guess? is rolling out strong initial fashion statements for Spring, from dresses to light hues and jackets, women's and men's activewear and further distortions for key accessories. For men's, new short sleeve shirts and accessories expansion are helping to drive traffic. Further, with the stores clean, the brand is fully ready for an early Spr
We are reiterating our Buy rating, price target and projections for Express after visiting stores in Connecticut and Long Island. With the stores receiving early Spring shipments, the focus is on the final clearance of older goods and setting up for the new Spring Season. The new Spring season for women is setting up for lighter colors, continued high levels of versatility, and further expansion of key categories such as denim and Body Contour and women's suiting, while for men the focus is on t
We are initiating coverage of Lands' End, Inc., a leading solutions-based retailer of casual apparel, swimwear, outerwear, accessories, footwear and home products under the Lands’ End label, and school uniforms and workwear under the Lands' End Outfitters brand, with a Buy rating and $12 price target, or 8.1X our FY24 (January) Adjusted EBITDA projection. Under new CEO Andrew McLean, Lands' End has shifted to a more returns driven business model, with a focus on offering key customer solutions,
Companies: PVH JILL GPS LEVI GES JILL LSS OXM GES LE LEVI GPS PVH
We are reiterating our Buy rating, $32.50 price target and raising our projections to reflect the announced acquisition of leading premium ($195+) denim player rag & bone by Guess? and a joint venture with leading brand licensor WHP Global. We view this acquisition, Guess?' first, as an accretive winner, offering multiple (and material) expansion opportunities which leverage Guess?' strong international presence, infrastructure, category expansion and licensing ability and position as a leading
We are reiterating our Buy rating, $32.50 price target and projections after visiting Guess? stores in Long Island and the Metro New York City region. We believe Guess? maintained planned discounting levels during the Holiday season, made strong winning fashion bets on active wear, luggage, handbags, footwear and other accessories and denim. Inventories, with the exception of outerwear, were in solid shape and should, after end of season sales, be clean for Spring. Further, the company has alrea
We are reiterating our Buy rating and $20 price target for Express, but lowering our 4QFY23 projections after visiting stores in Long Island and Connecticut. While we believe the Holiday offerings, especially on the women's side, were solid in terms of looks and versatility, and the company was not overly focused on the tough outerwear market, Express management made a decision to materially clear out the stores back rooms, which has resulted in material markdowns and inventory on the store floo
We are reiterating our Buy rating, $32.50 price target and projections for Guess? as we look ahead into 2024. We believe Guess? remains well positioned to continue to register strong top and bottom line results, as the company continues their international expansion, raises the overall fashion bar, maintains strong inventory integrity, further realigns their licensing portfolio and launches the Guess? Jeans contemporary line. Further, we believe there remains opportunities to continue to upgrade
Research Tree provides access to ongoing research coverage, media content and regulatory news on PVH Corp.. We currently have 0 research reports from 2 professional analysts.
Companies: IG Design Group plc
Canaccord Genuity
Sanderson Design Group (SDG) has announced its FY24 full-year results, which are in line with the headline figures from its February trading update. A record year for Licensing and a strong performance in the key North America market helped to offset a challenging consumer environment in other geographies, most notably the UK. While this backdrop is set to persist in FY25E, the group will continue to focus on its strategic growth drivers, notably North America and Licensing, to deliver sharehold
Companies: Sanderson Design Group PLC
Progressive Equity Research
We are reiterating our Buy rating and $22.50 price target for Betterware after the company reported an impressive 1Q, with better than expected top line results. Further, management reiterated 2024 revenue and EBITDA guidance. There was also material progress at Betterware, which enjoyed double-digit increases in average ticket and revenue and is nearing the shift to positive growth in Associates. JAFRA Mexico also registered another strong quarter, as the acquisition has remained a key winner.
Companies: NUS MED NUS BWMX MED DDMX
Companies: N Brown Group plc
Shore Capital
Ceres Power Holdings’ innovative technology uses electrolysis to produce green hydrogen and solid oxide fuel cells to generate power. In a year where it moved to the Main Market of the London Stock Exchange, it recorded revenue growth of 13% and gross margin expansion to 61% (the highest in the sector, according to management), but is yet to record an operating profit (FY23 operating loss of £59.4m versus £54.0m in FY22). Ceres continued its strategy to drive innovation and technology across sol
Companies: Ceres Power Holdings plc
Edison
IG Design Group delivered a 27% increase in adjusted PBT to $34.8m for H1 FY24 (to 30 September) with a significant reduction in net debt to $15.1m, as signposted in last month’s trading update. The adjusted operating profit margin was some 270bps higher at 8.6% (vs 5.9% in H1 FY23), the highest achieved since H1 FY20 ahead of the CSS acquisition. Management has provided more details on the key attributes and initiatives for its new growth-focused strategy. The group is on track to return to pre
We are reiterating our Buy rating and $0.25 price target for Starco Brands, leaving our 2024 projections basically unchanged and rolling out another year of double-digit top and EBITDA growth after the company reported inline 4Q23 results and left 2024 guidance unchanged. We believe, with multiple potential expansion opportunities in category adjacencies and new relationships, continued innovation and vertical integration and the potential for further accretive acquisitions (which are not in our
Companies: ELF EL STCB EPC COTY IPAR DGE IPAR EL UNILEVER EPC STCB ELF COTY
Companies: CT Automotive Group Plc
Liberum
Companies: BBY BYG FOUR SRP CTEC IDS SUPR DOM BOO
McBride has witnessed improving momentum in its business during H123, with the company returning to positive adjusted operating profit during the last two months of the period. This trajectory has continued into the start of H2 and is coupled with some early signs of stabilisation in certain input costs and higher volumes from new business wins. The current retail environment is favourable as cost-conscious consumers turn to private-label products, and McBride has gained share of this segment. T
Companies: McBride plc
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