Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH

Takeaway: Here are SIGMAs for the 11 retailers that reported earnings this week.

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

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart1

 

RH - 3Q14 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart2

 

LULU - 3Q14 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart3

 

COST - 1Q15 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart4

 

VRA - 3Q15 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart5

 

FRAN - 2Q14 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart6

 

MW - 3Q14 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart7

 

RSH - 3Q14 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart8

 

CASY - 2Q15 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart9

 

OXM - 3Q14 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart10

 

WTSL - 3Q14 Earnings

Retail Callouts (12/12): 11 SIGMAS, LULU, RH, ZQK, COST, COH + LVMH - 12 12 chart11

 

COH, LVMH - Coach targeted by LVMH

(http://primeretailer.com/2014/12/11/coach-targeted-by-lvmh/)

 

Takeaway: This is why we covered our long-standing short on COH in the low 30s.

 

 

OTHER NEWS

 

KERING - Creative Director Frida Giannini and CEO Patrizio di Marco to step down from Gucci

(http://www.kering.com/en/press-releases/creative_director_frida_giannini_and_ceo_patrizio_di_marco_to_step_down_from_gucci_)

 

Advent Bids for Stuart Weitzman

(http://www.wwd.com/business-news/mergers-acquisitions/advent-bids-for-stuart-weitzman-8072425?module=hp-topstories)

 

KR - David Dillon to Retire as Kroger Chairman

(http://ir.kroger.com/file.aspx?IID=4004136&FID=26516658)

 

"Rodney McMullen Elected Chairman Starting Jan. 1"

 

Tag Heuer CEO Resigns

(http://www.wwd.com/business-news/human-resources/tag-heuer-ceo-resigns-8073263?module=hp-topstories)

 

BABA - Report – Alibaba security flaw potentially exposes user info to hackers

(http://www.chainstoreage.com/article/report-%E2%80%93-alibaba-security-flaw-potentially-exposes-user-info-hackers)


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