Here are SIGMAs for the 11 retailers that reported earnings this week.
If there's any takeaway, it's that 8 of the 11 companies improved inventory position on the margin, but only 3 improved margins. No other major callouts.
ZQK - 4Q14 Earnings
RH - 3Q14 Earnings
LULU - 3Q14 Earnings
COST - 1Q15 Earnings
VRA - 3Q15 Earnings
FRAN - 2Q14 Earnings
MW - 3Q14 Earnings
RSH - 3Q14 Earnings
CASY - 2Q15 Earnings
OXM - 3Q14 Earnings
WTSL - 3Q14 Earnings
COH, LVMH - Coach targeted by LVMH
Takeaway: This is why we covered our long-standing short on COH in the low 30s.
KERING - Creative Director Frida Giannini and CEO Patrizio di Marco to step down from Gucci
Advent Bids for Stuart Weitzman
KR - David Dillon to Retire as Kroger Chairman
"Rodney McMullen Elected Chairman Starting Jan. 1"
Tag Heuer CEO Resigns
BABA - Report – Alibaba security flaw potentially exposes user info to hackers