Perry Ellis International’s (PERY) CEO Oscar Feldenkreis on Q3 2017 Results Stretch is becoming important to mens apparel “I think that we have a lot of new product technology performance fabrics a lot of the bottoms business has changed dramatically. … Continued
Fossil Group (FOSL) Q3 2016 Results Kostas Kartosis There’s old world and new world merchandising companies “So it’s really a process to reinvent the entire company, basically. And if you look at how the consumer market has changed and continues … Continued
Under Armour (UA) Q3 2016 Results Our business is about more than athleisure “Our industry of sport is different. Our industry’s growth opportunities are global with consumers around the world embracing athletic apparel and footwear at its historic levels. It’s … Continued
NIKE’s (NKE) CEO Mark Parker on Q1 2017 Results Manufacturing revolution “In Q1, we took major leaps toward those long-term goals, especially in the promise of personalized performance. Our connection to the consumer through Nike+ is core to that vision. … Continued
Ascena Retail Group’s (ASNA) CEO David Jaffe on Q4 2016 Results The world is a different place than it was when we made our comp assumptions ” let me just, at a high level to say that, when we made … Continued
PVH’s (PVH) CEO Manny Chirico on Q2 2016 Results US market most volatile “In the second quarter, the US market continued to be our most volatile market that we operate in. Similar to the first quarter, our US wholesale business … Continued
Ross Stores (ROST) CEO Barbara Rentler called out specific geographies as areas of strength “During the quarter, California and the Midwest were the strongest regions, while shoes and home were the best-performing merchandise categories at Ross. We also made some … Continued
Perry Ellis International’s (PERY) CEO Oscar Feldenkreis on Q2 2017 Results George Feldenkreis Things have changed “On another issue, the fact that some of our great banners like Macy’s and Kohl’s have announced substantial decreases in brick-and-mortar stores validate the … Continued
Urban Outfitters’ (URBN) CEO Richard Hayne on Q2 2017 Results Little impact from the Brexit vote “Urban’s European business also experienced strong comp gains with seemingly little impact on the business from the Brexit vote” There’s an abundance of exciting … Continued
Michael Kors Holdings (KORS) John D. Idol on Q1 2017 Results 7.4% comp decrease in retail “In our Retail segment, comparable store sales decreased 7.4%, due to a high single-digit comp decrease in North America and a low double-digit decline … Continued