Ms. Tamminga: Primarily in the women's apparel specialty retail coverage, but this would include retailers ranging from Nordstrom (JWN), Coach (COH) down to Ann Taylor (ANN) and Coldwater Creek (CWTR) in terms of market cap.
TWST: Here we are, kind of half way through the year, how has business been in
this space relative to what you had anticipated?
Ms. Tamminga: It's actually tracking on plan relative to what we are looking for
thus far. Earlier this year we made a controversial call that we thought that
the women's apparel specialty space should be an area for improvement and
recovery and we are starting to see that in the second half of this year.
Through August, we are hearing some positive touch points on how the fall
assortments are checking with consumers. We are encouraged by what we hear.
Tickers included in this excerpt: ANN, COH, CWTR, JWN
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