12.17.07: Apparel Report
2 anaylsts examine the Apparel sector in this 10 page report from The Wall Street Transcript. Order this Report

  1. Outlook for Footwear & Apparel: James Maher, Thinkequity Partners LLC

  2. Apparel Manufacturers: Brad A. Stephens, Morgan Keegan & Company, Inc.

    Topics covered: Volatile stock prices for the footwear group - Weakness in consumer spending - The holiday season - Slowing growth - Positive longer-term opportunities - Slowing trends in retail - Pressure on apparel firms and retail partners - Long-term investors in this space - Strong brands - Substantial international exposure - Women’s wear - Fundamentals - Future macro headwinds

    Companies covered: Crocs (CROX), Zumiez (ZUMZ), Under Armour (UA), Fossil (FOSL), Warnaco (WRNC), Guess? (GES), Ralph Lauren (RL).
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