Randal Konik - Jefferies

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Last quote by Randal Konik

Old Navy continues to exhibit positive data results from our webscrapes. This makes us incrementally more confident about top-line trends. We believe this data, coupled with our store checks, suggests continued momentum for Old Navy ahead.feedback
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Sep 12 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Randal Konik is associated, including Tiffany, trend, and headwind. Most recently, Randal Konik has been quoted saying: “With expectations for less robust fundamentals, Nike's premium valuation conflicts with intensifying US competition unfolding.” in the article Nike is down 12 percent in one month - should you buy?.
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Randal Konik quotes

May 24 2017 - Japan

Chinese spending remains healthy ... and improving macro data in Europe should lead to better trends ahead.feedback

May 15 2017

JCP is taking necessary steps to effectuate its turnaround and is seeing some early traction with its various initiatives. But we remain cautious given a challenged [department] store environment and risks involved in a retail turnaround.feedback

May 11 2017

Under Armour is one of the few brands that matters in the athletic space. The bears are misplaced, period, as they are ignoring the robust demand for the brand, as evidenced by the strength at [Kohl's].feedback

May 11 2017

We view these initiatives positively, however they are not enough to offset the challenging environment and changing consumer shopping habits.feedback

May 04 2017

The only thing that matters here is mounting evidence the VS monopoly is losing share every single day. Core lingerie remains down and PINK growth is slowing which means share losses are accelerating.feedback

Apr 26 2017

We believe the strategic review will generate ample interest given UGG's brand strength.feedback

Apr 05 2017

Our data analysis indicates a bottom forming in the social sphere for UA. The work shows the social share gains at Adidas in '16 have peaked and provides evidence that UA's sponsorship strategy is lifting brand heat. Taken together with our work that athletic trends are healthy, the UA brand is strong, and its global growth opportunity large, now is the time to buy UAA.feedback

Mar 28 2017

Our data-driven analyses show the PINK brand is peaking, further cracking the VS monopoly. … With PINK slowing, we see more EPS risk ahead for LB (adding to pre-existing, long-term structural issues). We see risks at LB owing to increased competition and pricing compression as VS's core business is changing.feedback

Mar 24 2017

We see better days ahead for Finish Line.feedback

Mar 24 2017

Our webscrapes, store work, and social trend analysis indicate to us an inflection has formed and the buying oppty is now. Our view is compressed valuation and neg. sentiment, ignore compelling growth over the next 2-3 years.feedback

Feb 23 2017

We believe this deceleration suggests that the concept is nearing saturation. As competitors such as Aerie pick up steam, Pink will lose market share.feedback

Nov 29 2016

While Tiffany's recovery has been hindered by external top-line headwinds, these now appear to be abating.feedback

Oct 21 2016 - Lululemon

Web-scrape still shows elevated promos. We've closely monitored the 'We Made Too Much' section of LULU's website and have observed heightened promo activity, which stands to threaten the significant GM [gross margin] expansion expected for 2H [second half] and potentially speaks to softening trends.feedback

Oct 07 2016 - Lululemon

We believe that the athleisure trend is plateauing, and we expect more conservative growth going forward.feedback

Sep 19 2016

With consumers gravitating more towards a 'buy now, wear now' mentality and temperatures remaining warm across much of the country, we see those retailers that have more balanced assortments as better positioned over the coming weeks.feedback

Aug 18 2016

With the weather now cooperating, this thesis is now playing out.feedback

Jan 26 2016

The key takeaway following the [second-quarter] print is that the turnaround at Coach continues.feedback

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