July 18, 2007
The Sleeping Jewel in Ralph's arsenal for future growth.
Analysis of:
Aerie Expands Offering With f.i.t. | www.wwd.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Implications: Growth opportunity for RL Corp. The product has a reason for being and can take market share from AnF. note todate AnF brand has little competition in th elook and prise zone.Everytime I visit a Rugby Store, I say to myself, "when will RL roll out the concept as a major vertical retail business"? Rugby would compete withAnF brand for the 20-30 year old male and female consumer in feeling as well as pricepoints.I also feel that Rugby can attract an older 30plus conmsumer. Yes the line can take some market share out of the POLO Brand as well.The mens consumer needs a hip fun updated traditional brand to get the consumer to spend vs. the strong off price business that is going on at the malls today( excluding AnF). RL has spent a few yaers developing and learning what this consumer wants, my gut RL is close to spreading it's wings with Rugby and if it works at Colette get ready for European doors.
Analysis: see above information
Analysis: see above information
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