U.S. Equity Strategy: Downgrading Consumer Staples To Underweight; Watching 10-Year Yield Closely
Market dynamics remain largely bullish and we continue to see signs of improving risk appetites. As a result, we are on the verge of shifting to an...
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Sector Capsule: Designer Apparel and Footwear (Ready-To-Wear) In Japan
Headlines Designer apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billion Demand from the...
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Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
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VRA: 2H Signposts: Greater Urgency...Is It Enough?
We are reiterating our projections as we look ahead for Vera Bradley as we enter 2Q earnings season. Give the tumultuous last year, with Project...
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Capri Holdings: An Insight Into Its Strategic Wholesale and Digital Expansion & Other Major Drivers
Capri Holdings Limited's recent earnings reflect a mix of strategic changes and financial outcomes that should be carefully considered by...
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