US-based Mall Apparel Retailers

Consumer


Publicly traded companies mentioned herein: American Eagle Outfitters (AEO), Abercrombie & Fitch (ANF), PVH Corp (PVH), Kohl’s Corp (KSS), Urban Outfitters (URBN), TJ Maxx (TJX), Ross (ROST), Inditex (ITX SM), Ralph Lauren (RL) and H&M (HMB SS)

Highlights

The presenter is short shares of various US mall-based apparel retailers and branded apparel companies on the thesis that an oncoming “foreign invasion” of international retailers including Inditex (Zara) and H&M, combined with the growth of online apparel retail and continued share gains on the part of off-price players like TJ Maxx (TJX) and Ross (ROST), will materially impact the domestic incumbents over the next 3-5 years.

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Idea Discussion

Commentor 1 - 2 weeks ago

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