Randal Konik - Jefferies


Last quote by Randal Konik

The general state of apparel retail remains challenged and its future uncertain, likely contributing to a limited number of financial sponsors in the process with serious interest. While there are natural strategic partners in the teen apparel retail space, we believe that any interest ... eventually dissipated when realizing merger benefits like the elimination of overhead costs would likely be offset by time and resources needed to right the ship at [Abercrombie].feedback
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Jul 10 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: “Chinese spending remains healthy ... and improving macro data in Europe should lead to better trends ahead.” in the article Tiffany's stock sinks 8% on weak tourism spending.
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Randal Konik quotes

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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