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Expert Analyses of the following article:

Aerie Expands Offering With f.i.t.

Source: www.wwd.com
Mark SussmanNovember 8, 2007
American Eagle disappointing 3rd quarter results baked into valuation.
Author: Mark Sussman, President and Chief Executive Officer, Pyramid Solutions, Inc.
With American Eagle (AEO) stock price down almost 40% since January the upside should be on the horizon for this down beaten equity. This is a factor of the stock already priced taking into account the poor 3rd quarter results and the pent up demand created by the unusually hot (temperatures at 40 year highs) in the 3rd quarter
November 6, 2007
American Eagle Will Have plus Comp Store growth in 4th QT.
Author: Allan Zwerner, Independent Consultant, Allan Zwerner Consulting
American Eagle once again introduces a concept to max. sales productivity , by introducing f.i.t. line in a total of 45 plus doors for holiday.AEO has proven their ability to shift space to grow plus sales.Expanding in this category will also improve gross margins since it is a hot trend that will be on every young females list for xmas.
October 31, 2007
NO question close D.e.m.o,it's the only option
Author: Allan Zwerner, Independent Consultant, Allan Zwerner Consulting
PacSun needs to focus it's organization as well as it's capital. PacSun needs to grow comp stores and it is a must that they expand the brands lifestyle vs go after a business that was not working well when Urban was strong.
July 18, 2007
The Sleeping Jewel in Ralph's arsenal for future growth.
Author: Allan Zwerner, Independent Consultant, Allan Zwerner Consulting
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...
March 9, 2007
Kenneth Cole IS Accessories.
Author: GLG Expert Contributor
KCP (Kenneth Cole Productions) started as a shoe company - and continues to do great business in accessories.The fashion side of the business has never performed that well - whether at Retail or Corporate doors.Concentrate on core business that performs - you can't be everything to everybody (even Donna Karan knows that.)
March 6, 2007
Where's Kenneth Cole Going?
Author: Allan Zwerner, Independent Consultant, Allan Zwerner Consulting
Decline in licensing revenue can be an indicator of soft business ahead.There was no mention of how Kenneth Cole plans to make the upscale label work at retail, seems the upscale strategy has not happened at retail.How long will it take and at what cost to turn the apparel trend around at regular price retail?

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