
PVH Banks on ‘90s Nostalgia
“Retro” and ‘Vintage” are “cool” merchandising terms today. We continue to see brands play on the emotion of ‘90s nostalgia, as millennials remain loyal to the decade of their pre-teen plus years. The ‘90s for millennials brings back a sense of when times were “good.” The world is uncertain today and there is a perceived lack of opportunity as youth unemployment continues to rise globally. The '90s nostalgia brings comfort to this generation. A variety of brands such as Calvi


Is Lululemon falling behind?
The activewear market continues to grow, the space is increasingly seeing more brands and most are aggressive in keeping their share of the market. A few of the big names such as Nike (NYSE: NKE) and Under Armour (NYSE:UA) are also keeping a close eye on the evolution of the athleisure trend and preparing their brands for the future. The future, in our view, will be premium sportswear with increased fabric technology. We are positive on Lululemon (NASDAQ: LULU) for now, the w


Sports influence fuels growth in the footwear category
As consumers continue to relax their styles and embrace the sneaker trend, we see sneakers elevating their style and taking on a more fashion forward approach. Brands like Puma (ETR:PUM) who have used trend-led updates to their sneakers, such as the creeper soles, have seen positive sales. We have seen the rise of the all -white Stan Smith by Adidas (ETR:ADS), all white Converse (NYSE: NKE) & Vans (NYSE:VFC), along with the return of the Air Max by Nike to name a few. Many of


Coach Proves There is Business in Handbags
Coach’s (NYSE: COH) Q4 2016 reporting proved there is still life in the handbag business as they presented positive comps for the first time in many years. In our store visits we have recognized that Coach continues to elevate their brand and introduce more fashion forward silhouettes that are appealing to a younger and fashion conscious consumer. In fact, they have created a new category in their regular price stores, “Modern Luxury” a step above their competitors Kate Spade


Macy’s Last Act moves the store in a different direction
Macy’s is soon to report their Q2 earnings. Shortly after their Q1 reporting, Macy’s announced they would be testing a new store concept in Easton Town Center, Columbus, Ohio. This concept is aimed towards selling millennials and an upscale customer. The format includes enhanced selling and service, an expanded wedding department, an upscale fine jewelry department and much more. Herald Square has also gone through a $400 million massive renovation with an enhanced assortment