Randal Konik - Jefferies


Last quote by Randal Konik

We believe fundamental issues remain at Victoria's Secret ... and L Brands can no longer rely on this division as a source of stability.feedback
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Nov 16 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: “Tighter allocations, fewer colorways and easy comps set the Curry 4 up to be the #1 bball sneaker this year, which would be a huge catalyst for UAA shares.” in the article Here's everything you need to know about Under Armour earnings.
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Randal Konik quotes

Aug 21 2017 - Nike

The athletic footwear cycle and Nike brand power are strong, but the competitive landscape should make share gains and margin expansion elusive … With expectations for less robust fundamentals, Nike's premium valuation conflicts with intensifying US competition unfolding. Adidas has been successful in leveraging the spark from its fashion retro footwear resurgence into other categories like running and athletic apparel.feedback

Aug 21 2017 - Nike

Web traffic depicts accelerating site visits for Adidas and slippage for Nike.feedback

Aug 10 2017

We sense that the momentum continues into 3Q, and see ongoing [opportunity] through the addition of new brands, strengthening of private brands, and expansion of omni-channel initiatives. We appreciate management's [long-term] initiatives to drive the business including marketing, merchandising, omni capabilities, and real estate monetization, but near-term fundamentals matter most to us, which are challenged with declining comps and deteriorating margins.feedback

Aug 09 2017

While profit improvement initiatives are tracking ahead of plan, FOSL ultimately needs to drive higher volumes to bring wearables margins at parity with traditional watches – at this point, the ability to significantly scale the category remains a question mark.feedback

Aug 08 2017

This trend of beating expectations is likely to continue as the top line appears on a path of improvement from here. Management guided to both better top and bottom-line metrics for next quarter and the fiscal year, which is key as the market has been afraid of more guidance cuts. That's simply not happening.feedback

Jul 10 2017

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

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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