Consumer Discretionary
Apparel, Accessories & Luxury Goods
4 companies under coverage.
Coverage
Apparel, Accessories & Luxury Goods
Equity Research
Tapestry Inc (TPR)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $263, +79% vs spot. It needs the multiple to hold or expand.
Equity Research
Lululemon Athletica Inc. (LULU)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $196, +72% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Ralph Lauren Corp Class A (RL)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $712, +77% vs spot. It needs the multiple to hold or expand.
Equity Research
Nike Inc (NKE)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $73, +77% vs spot. It needs Gross Margin to surprise to the upside.