Last quote by Susan Anderson
We are downgrading UAA … given recent checks, proprietary surveys, unfavorable trends, and our apparel/footwear analysis pointing to continued sales/margin pressure. Our checks show a price war is intensifying between NKE and UA. Also, a lack of UA footwear innovation, increased competitor innovation (NKE VaporMax), and our footwear survey showing UA is losing consumer resonance could mean lower 2017 footwear growth.feedback
Susan Anderson has been quoted 5 times. The two most recent articles where Susan Anderson has been quoted are Return of the 'traditional' bra scores an upgrade for Victoria's Secret's parent company and Promoting Black Friday early could eat away at retailers' profit margins, says analyst. Most recently, Susan Anderson was quoted as having said, “Our survey results ... show that consumers did not significantly switch out of [Victoria's Secret/PINK] intimate apparel in 2016. We now have increased confidence in L Brands' ability to stabilize [same-store sales] and margins in [the second half of 2017] and start to grow again.”.
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Quotes by Susan Anderson
Mar 17 2017
Our survey results ... show that consumers did not significantly switch out of [Victoria's Secret/PINK] intimate apparel in 2016. We now have increased confidence in L Brands' ability to stabilize [same-store sales] and margins in [the second half of 2017] and start to grow again.feedback
Nov 25 2016
Even though inventory's lean, I think retailers are feeling the need to promote earlier and more in order to grab that share, which I think could eat away at the margin that people are expecting.feedback
Jan 28 2016
If you look at the numbers versus Nike Inc (NKE.N), they're still very, very tiny, so I think we can continue to see this growth over the next 3-5 years.feedback
Jan 28 2016
The growth last quarter affirms that the momentum continues for them. Even apparel continues to be very strong, which people had thought would slow by now, but it hasn't.feedback
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