Andrew Sohn Notes: MW, SNOW

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Rentals down   “Rental was down 3.3% as we continued to see an increase in wedding parties electing to purchase retail as an alternative to renting.” -Men’s Wearhouse (MW)   Big changes to Joseph Bank promotional model   “The current … Continued

Andrew Sohn Notes: BBY, PVH, SDRL, DG

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Consumer demand for technology products growing “Our first observation is that overall consumer demand for technology products and services including appliances and mobile phones is growing. This growth is driven by technology and product innovation and by micro factors such … Continued

Andrew Sohn Notes: URBN, CSIQ, GSI

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Andrew Sohn, a junior at Columbia University, has started to contribute to Avondale’s company notes database. Below are quotes from some of the calls that Andrew has read this week.       Traffic down, prices are up   “Negative … Continued

Andrew Sohn Notes: KORS, SHAK, M

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Andrew Sohn, a junior at Columbia University, has started to contribute to Avondale’s company notes database. Below are quotes from some of the calls that Andrew has read this week.   KORS   Cannibalization of mall traffic “In North America, … Continued

Andrew Sohn Notes: RL, HOS, DIS

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Andrew Sohn, a junior at Columbia University, is a contributor to Avondale’s company notes database. Below are quotes from some of the calls that Andrew has read this week.   With inventory problems at the beginning of the year, long term … Continued

Andrew Sohn: LMT, YHOO, SFS, UA

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Andrew Sohn, a junior at Columbia University, has started to contribute to Avondale’s company notes database. Below are quotes from some of the calls that Andrew has read this week.     Lockheed Martin (LMT)   Acquiring Sikorsky Aircraft   … Continued

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