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

12/12/14 11:28AM EST

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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