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Latest
Valuentum Commentary
Aug 27, 2014
Tiffany Dazzles in Second Quarter; Coach Now Yielding ~4%
Tiffany’s second-quarter results were sparkling. Let’s take a deep dive and bring Coach to your attention. Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Feb 18, 2014
Under Armour’s Speed-Skating Suit Debacle Not Material
We don’t expect Under Armour’s brand to be tarnished by the recent speed-skating suit debacle. Oct 26, 2013
Valuentum’s Comprehensive Report on Retail Brands
We've segmented our coverage universe into four major brand segments: Ultra-Luxury, Luxury, Aspirational, and Established. Aug 21, 2013
Mixed Second Quarter Results Across Retail
Let’s look at recent results from TJX Companies, Dick’s Sporting Goods, and Barnes & Noble. Jun 12, 2013
Lululemon’s CEO Departure: Sell-off Justified?
Lululemon’s slowing sales growth and its CEO’s departure has scared off some growth investors. May 26, 2013
Sporting Goods Weak…Weather to Blame?
Let’s take a look at some of the recent results reported by companies in the sporting goods space. Mar 28, 2013
Why Finish Line Is Running After a Weak Fourth Quarter
Positive commentary about Finish Line's partnership with Macy's is helping propel shares today. Feb 3, 2013
Problems Persist at Under Armour But Cash Flow Improves
Though footwear remains challenged, Under Armour’s cash flow has improved significantly. Jan 16, 2013
Lululemon “Disappoints”; Under Armour Looks Worse
Lululemon’s guidance wasn’t bad, in our view, and we think the troubled athletic apparel retailer is Under Armour. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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