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...
Mike Gould on Leadership
What makes a great leader? The topic, by all accounts is very close to Mike Gould’s heart, “It is the single most important thing any of...
Hugo Boss Investment Recommendation BUY December 2012
Investment Thesis: Hugo Boss is a premium luxury brand with global appeal far exceeding current supply. Opportunities span...
Sex Sells
L Brands Deep Dive I recently attended L Brands half-day investor meeting, where management presented its long-term strategy. While the...
Luxury Market Update (The Robin Report)
In early May, I attended the Luxury Roundtable: State of Luxury 2013 in New York, organized and hosted by The Luxury Daily and its...
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...
Hindsight is Always 20/20
In April 2011, I read my New Yorker cringing at Reed Krakoff’s comment on his design process at Coach: “I bang it out,’ he said.‘I know...
