6 analysts and 2 sector firms examine the Specialty Retail segment in this 39-page report from The Wall Street Transcript.
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Outlook for Specialty Apparel Stores: Samantha Panella, Raymond James & Associates, Inc.
Specialty Apparel Companies: Adrienne Tennant, Friedman, Billings, Ramsey & Co., Inc.
Outlook for Apparel Retailers: Betty Chen, Wedbush Morgan Securities Inc.
Teen & Children's Clothing Retailers: Linda Tsai, MKM Partners LLC
Mall-Based Teen Retailers & Sporting Goods: Robert Samuels, Oppenheimer & Co. Inc.
Softline Specialty Retailers: Thomas A. Filandro, Susquehanna Financial Group, LLLP
CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and sector. Firms interviewed include: Overstock.com, Inc., Village Super Market, Inc.
Topics covered: Capital expenditures - Store closings - M&A activities - Social networking sites - The unemployment rate - The fashion component - Profitable growth - Different technologies - Big vacancy rates in malls - Strong brand equity - Bankruptcies - Promotions and markdowns - Reduced global demand - Transportation costs - Inventory levels - Product diversification - Operating structure - Shopping habits
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Companies covered: J. Crew (JCG); Urban Outfitters (URBN); Aeropostale (ARO); Dress Barn (DBRN); Charlotte Russe (CHIC); Gap (GPS); Abercrombie (ANF); American Eagle (AEO); AnnTaylor (ANN); Chico's (CHS); Talbots (TLB); Tween Brands (TWB); Hot Topic (HOTT); Gymboree (GYMB); Guess? (GES); Children's Place (PLCE); Pacific Sunwear (PSUN); Zumiez (ZUMZ); The Buckle (BKE); Charming Shoppes (CHRS); Limited Brands (LTD).
