ThinkstockThe board of directors at Abercrombie & Fitch (NYSE: ANF) has decided to extend the contract of CEO Michael Jeffries, and activist investor Engaged Capital LLC could not be more displeased. The…
Trey Thoelcke ThinkstockJoining what should be a large chorus calling for replacing Abercrombie & Fitch Co. (NYSE: ANF) CEO Michael Jeffries, activist investor Engaged Capital, headed by Glenn Welling, has sent a letter to…
thinkstockLeveraged buyout (LBO) activity within the specialty retail space has heated up over the past year and a half, with the completion of the Rue 21 takeout in October the most recent…
ThinkstockThe DJIA has finally closed above 16,000 for the first time ever. With a light holiday week coming up and with year-end just around the corner, investors have to consider research ideas…
lululemonLululemon Athletica Inc. (NASDAQ: LULU) has a serious brand damage in the making. the question is whether it is permanent or whether or not it will pass over. The company’s scandal has…
thinkstockTeen retailer Abercrombie & Fitch Inc. (NYSE: ANF) said on Wednesday that same-store sales have fallen 14% in the third quarter, and that it expects a fourth-quarter drop in the low double…
Jon OggEarnings season is starting to wind down and stocks have recently hit new all-time highs. Investors and traders alike are now deciding what to do in their portfolios and how to…
thinkstockForget about opening early on Thanksgiving as a way to draw holiday shoppers. The Gap Inc. (NYSE: GPS) division Old Navy will give one shopper $1 million on Black Friday. Clothing retailers…
Jon OggThe S&P 500 Index has been challenging all-time highs yet again this week. Once the government got out of the way in Washington D.C. things got back on track. 2013 is…
ThinkstockThe outlook for retailers reporting September same-store sales on Thursday offers substantial improvement over September 2012, but there are significant downside risks to the early estimates. Research firm Retail Metrics estimates that…
ThinkstockOver the past year and a half, Wall Street has seen increased leveraged buyout (LBO) activity within the specialty retail space. The most recent takeout announcement back in May was for Rue…
thinkstockPrivate equity firm Sycamore Partners and its affiliates appear to be on a mission to snatch poorly performing retailers from the jaws of oblivion. The firm said Tuesday morning that it had…
ThinkstockRetailers are announcing August same-store sales figures today. Research firm Retail Metrics projected an overall gain of 3.2% year-over-year, compared with a 4.2% gain in July and a 4.3% gain in June.…
Jon OggIt is a pre-holiday week, interest rates have risen and many headwinds are in the air. Wall Street analysts are still issuing upgrades and downgrades. Each and every morning we peruse…
Jon C. Ogg Jon OggIt is an August Friday, and there are a surprising number of research calls before the week ahead, which is usually the slowest week of the year other than the one…
