Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity research on small cap consumer names.

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $3 price target and projections for Vince Holding with the company reporting 3QFY24 (October) results before the open on Tuesday.</li><li>We believe 3Q was another strong quarter for the company, as Vince focused on winning fashion, expanded the men's offerings and, we believe, gained further traction on the wholesale side.</li><li>Further, with the impact of the ABG Vince transaction (completed in May 2023) now fully incorporated, Vince can begin to demonstrate progress on a true "apples to apples" basis.</li></ul>

We are reiterating our Buy rating, $3 price target and projections for Vince Holding with the company reporting 3QFY24 (October) results before the open on Tuesday.We believe 3Q was another strong quarter for the company, as Vince focused on winning fashion, expanded the men's offerings and, we believe, gained further traction on the wholesale side.Further, with the impact of the ABG Vince transaction (completed in May 2023) now fully incorporated, Vince can begin to demonstrate progress on a true "apples to apples" basis.

Pvh Corp - VNCE: 3Q Preview: Showing Their Style; Reiterate Buy, $3 Price Target