Youth Retailers Rebounding in 2015…or Not?
What’s happening in the tumultuous youth market? The way youth retailers are faring reflects the typically fickle trend-sensitive nature...
Making Athletes Better, Socially
On the heels of a strong close to 2014 and annual sales and profits growth of 32% and 28% respectively, Under Armour hosted a meeting...
Widening the Gap
Having followed Gap and Gap Inc. for 25 some years, I’m intrigued with the many growth opportunities the $16+ billion company still...
Goldman Sachs 21st Annual Global Retail Conference Key Takeaways
The traditional September back-to-work event for investors, marking the end of the summer lull (after a hectic wrap up to Q2 earnings in...
A Hopeful Look at the US Department Store in 2014
Creative destruction, change management, business transformation —call it what you will, but something’s underfoot in the department...
Fashion or Fitness – What’s a Portfolio Manager To Do?
Apparel is considered a discretionary purchase. Really? Most would agree we have little choice as to whether or not we purchase and wear...
Sex Sells
L Brands Deep Dive I recently attended L Brands half-day investor meeting, where management presented its long-term strategy. While the...
COH KORS LVMH (The Robin Report)
MK is no LV: It’s Not Coach Either Is this any way to manage a Jet Set brand? Maybe, if you’re looking for a quick exit. Listening to...
What You Need To Know About Outlets
In ICSC/VRN’s webinar, “15 Things You Really Need to Know About Outlet Retailing,” a group of seasoned outlet execs batted around topics...
Checking out on Staten Island
VRN’s Marie Driscoll spent a day touring Staten Island during a site visit arranged for outlet retailers. STATEN ISLAND, N.Y.— Staten...