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Gap continues to post excellent results, but we think the...
Retail sales numbers issued by the ICSC reinforce our...
Though we don't think a double-dip recession in the US is...
We are re-evaluating our fair value estimate of Ulta...
The shift to luxury continues as Michael Kors reports a...
Former Target Chief Marketing Officer Michael Francis...
Diversified apparel company PVH reported strong results...
Though a few companies fell short of expectations, we...
Though consumer confidence fell in August, it didn't...
The May edition of our Best Ideas Newsletter is now...
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