Shop Talk
Retailers, consumers and prices
Check Out Line: Lazard looks at fashion
Check out what’s hot in fall fashion.
Lazard Capital Markets looked at 10 September fashion magazines and identified these trends:
Boots, with Jones Apparel getting seven call-outs in the magazines.
Skinny denim and leggings, both getting play with looser, less form-fitting tops.
Motorcycle jackets, military jackets, trench coats, sheath dresses and one-shoulder tops.
Also, “studs appear everywhere in clothing and accessories, including handbags, belts, shoes, dresses.”
Companies best capitalizing on the various trends include Jones, Gap, American Eagle and Guess, among others, Lazard said in a research note.
We were going to toss in a kicker of some fashion trend that is never coming back. But face it, they all seem to come back at some point. We expect to pull out our Members Only jackets any day now.
Also in the basket:
Tween Brands Q2 loss narrower than expected
BJ’s Wholsesale profit beats Street, raises FY view
Popcorn, a hidden source of antioxidants, study says (ABC News)
(Reuters photo from 2004, because leggings always come back)
Check Out Line: “Bipolar” sales could signal better April
Check out this deeper look at March’s same-store sales results.
Last week, retailers reported monthly sales that declined less than expected, a possible sign that shoppers may be regaining confidence to open their wallets after more than a year of recession.
On Monday, Lazard Capital Markets analyst Todd Slater offered his detailed take on the numbers, which he labeled as “bipolar” — with comp store sales more negative than expected, but earnings more positive.
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