Reddit Posts
Tapestry stock gains on profit beat, raised full-year forecasts (NYSE:TPR)
BBBY posting 1k jobs probably doesn't mean anything
Nio Stock Updates (What you need to know)
$NIO Investment Update (SEC Filings and Recent News)
Detailed analysis on why UWMC’s addition to the MSCI World Small-Cap Index can be a significant catalyst
Luxury Stocks in Focus as Spending Booms (SIG, SKDI, TPR)
Luxury Goods Retailers Take Flight (SIG, LVMUY, SKDI, TPR)
Mentions
Sold PYPL - they don’t seem to be going anywhere. And: as a consumer, their product still sucks. Sold PVH - no moat (while i.e. TPR doing real well: pricing power). Hanging on to everything else (very diversified, large portfolio). NVDA, AMD, MU - still a keeper. Underlying trends still going on, strong execution, good financials. Only reason I sell is those companies that have no moat or execution issues. Still debating over ADBE (their financial trend looks good - the lackluster performance this year I think is attributed to AI scare if they are able to hold up. I believe they should be, human creativity can’t be replaced by AI)
Totally. I mean some of the stuff I buy has had solid runs, but still end making good money of them, since I try to buy the names when the fundamentals make sense. That's the biggest thing to me, I think over paying for something is a huge risk sometimes. Like TRP isn't undervalued, probably a bit bit overvalued, but it's not the worst price, especially if you are looking at a long term hold. I think a big part of the TPR story is Coach, since again is from like the 5-10 minute research on I did on it lol. [https://www.worldfootwear.com/news/coach-fuels-tapestrys-growth/11047.html](https://www.worldfootwear.com/news/coach-fuels-tapestrys-growth/11047.html) >**The Coach brand fuelled growth for the group**, achieving year-on-year net sales growth of 22% (or 21% on a constant basis) in the first quarter, reaching 1.43 billion US dollars. Meanwhile, **Kate Spade underperformed**, experiencing an 8% year-on-year net sales decrease (or a 9% decrease on a constant basis) to reach 260.2 million US dollars. I was talking about this the other day, but I wonder what is going to happen with Europe soon, in terms of them being flooded with cheap Chinese goods. WSJ had an article about the new infrastructure being set up, since the tarifs are having China look at Europe as new growth market. There is also some loophole that China is taking advantage of with shipping packages. I think it called out like TEMU had like 2% of their revenue from Europe and it's now up to like 40% this year. The reason I bring that up, is I wonder if Shein and Temu will impact consumer habits, in terms of going after cheaper goods compared to some of the luxury brands.
thanks for the details man, love having you back in the sub. One thing that jumps at me is the \~100% YOY growth for $TPR, pretty dazzling for a luxury retail.
Hey, don't really know too much about them or follow too much with retail/fashion names. Did buy some RL recently, but just looking at the numbers: [https://quickfs.net/company/TPR:US](https://quickfs.net/company/TPR:US) revenue growth really picked up last quarter, gross margins are improving, which something that is great. Same with operating margins. Margins are super important, as dumb as it sounds, but you just make more money on the same amount of revenue. Valuation doesn't seem bad for what you are getting, seems like a set and forget it name, I think you are looking at a fair price here, so you could think about a few different options. Look at TA and try to get a better entry. Put it on a watchlist and buy some on a pullback or just dip your toes in now. If you are buying long term, seems like a great company and a good price. However, not sure how much exposure they have to China. One thing about luxury retail I do know is that a lot of is driven by more middle class: [https://www.michelegargiulo.com/blog/middle-class-luxury-spending](https://www.michelegargiulo.com/blog/middle-class-luxury-spending) So could have some fears around consumers cutting back or any recession talk, but again, if you are going long it's not the worst name out there. Plus getting a little dividend is never a bad thing.
STZ is a falling knife with no clear support in sight so idk why u would buy that u should be green now on WELL so secure profits ALGN is not a bad play for the downside, but I wouldn’t have taken that anyway NRG is still on a bullish trend and didn’t break support so i don’t understand why u thought grabbing puts now was a good idea u should be green on RJF VST doesn’t look bad now, but u shouldn’t have grabbed calls just yet UBER is a good play, but u bought short time. traders still don’t seem to understand that the biggest reason for their losers is because they DON’T buy long-dated contracts. when i started buying longer-dated contracts, meaning 2+ months ago, my trading consistency changed DRASTICALLY i don’t see why u thought buying TPR was a good idea, there’s no clear support in sight i think ur problem is ur focusing on too many plays at the same time and ur focusing on names that barely have any volume or open interest. stick to fewer plays, buy long-dated contracts, don’t buy random shit at random levels. be picky with ur trades and make sure ur plays have good flow because it adds conviction. u see whales dumping millions worth of calls or puts into a stock with a chart that looks good for upside/downside, assume those whales know something that u don’t because most likely that’s actually the case
SOFI, RKLB, TSM, TPR, NVDA. Good luck. This is a diversified group, all with great CEO's and management.
I made a decent profit from puts for TPR's earnings. They had been mooning, and even beat on earnings, but still went down 16% because they had to reduce forward guidance due to tariff headwinds. I think we may see this pattern start to pick up in tariff sensitive industries. I'm looking at HD next week.
+90% daily on my LZB put position. given the reprice on RH a couple months ago (and the TPR one today) it's becoming increasingly clear that certain luxury commodities in America are really really going to be struggling for at least these next couple quarters, especially when they're tied to massive retail properties ala, say, a big furniture store just for Recliners. In addition to tarrifs on lumber and high costs of manufacturing I really don't see how LZB doesn't go down, this risk can't even be mitigated by buyout as the last time they attempted it 10 years ago nobody wanted the brand
im thinking TPR might be good idk
Coach bags stock dumped (TPR) it's joever
I would have brought TPR puts if it was on this fucking image why is it not on there lost out on big gains forgot they were reporting
TPR hasnt been down on earnings since 2021
TPR going back to double digits tomorrow morning... Or maybe not... Who knows lol
TPR must have put nvidia chips in their bags or something. People cant get enough of those good leather products
After the disaster of Crocs last week, does BIRK even stand a chance? Was at the mall last week and saw an entire shelf of those ugly shoes rotting away and no one buying them. Same with TPR bags
Even better at $42.00 p.s. real investors would like a stock as it drops, but most WSB regards are just there for the trade with no DD and going all in if not also leveraged out the ass on 0DTEs. I've been buying that LVMUY dip while watching TPR rocket upwards. Shit will reverse eventually (at least my retarded ass thinks so).
Not on this list is Chili's EAT and coach bags (TPR)
Agreed. Still. They're "sharing the URLs to buy directly". That's news. Bubble boy it is. For your convenience: (Dunno about Ferrari tho.) Here are 10 of the top publicly traded luxury brands, along with their stock tickers and primary listings as of April 2025: 1. LVMH Moët Hennessy Louis Vuitton • Ticker: MC.PA (Euronext Paris) • Overview: The world’s largest luxury conglomerate, owning brands like Louis Vuitton, Dior, Tiffany & Co., and Hennessy. 2. Hermès International • Ticker: RMS.PA (Euronext Paris) • Overview: Renowned for its Birkin bags and leather goods, Hermès boasts some of the highest profit margins in the industry.   3. Kering • Ticker: KER.PA (Euronext Paris) • Overview: Parent company of Gucci, Saint Laurent, and Bottega Veneta, Kering is a major player in the fashion luxury sector.  4. Ferrari N.V. • Ticker: RACE (NYSE) • Overview: Italian luxury sports car manufacturer known for its exclusivity and high-performance vehicles.  5. Moncler S.p.A. • Ticker: MONC.MI (Borsa Italiana) • Overview: Famous for its premium down jackets and recent acquisition of Stone Island, expanding its luxury portfolio.  6. Burberry Group plc • Ticker: BRBY.L (London Stock Exchange) • Overview: Iconic British brand known for its trench coats and distinctive check patterns.  7. Estée Lauder Companies Inc. • Ticker: EL (NYSE) • Overview: A leading global beauty company with a portfolio that includes Estée Lauder, MAC, and La Mer.  8. Tapestry, Inc. • Ticker: TPR (NYSE) • Overview: Owns Coach, Kate Spade, and Stuart Weitzman, offering a range of luxury accessories and footwear.  9. Compagnie Financière Richemont SA • Ticker: CFR.S (SIX Swiss Exchange) • Overview: Swiss-based holding company owning Cartier, Montblanc, and other high-end brands.  10. Prada S.p.A. • Ticker: 1913.HK (Hong Kong Stock Exchange) • Overview: Italian luxury fashion house known for its innovative designs and recent acquisition of Versace.
Great time to be a TPR bagholder. I'm still up 400% all time but i was up 600 on it
I’m invested mostly outside the American companies, so I’m really curious how those equities will be affected. I do have TPR (Tapestry, a company comprising many luxury brands), but everything else is European defense, Chinese EVs, and “everything except U.S.” ETFs.
I keep thinking of the quote from Deep Throat " The truth is, *these are not very bright guys*, and things got out of hand" Also, bear in mind some of the one percenters are Christian Nationalists. Prosperity gospel crap is that if you are poor you are wicked and God lifts you up if you are righteous. [Three West Texas billionaires are pushing Texas to the far-right | TPR](https://www.tpr.org/news/2024-02-25/three-west-texas-billionaires-are-pushing-texas-to-the-far-right)
Russell 2000 crashed too. Gold also went down. Single stock bluechips weren't exempt from the decline and many went into correction territory if not outright 52-week lows. BTC, cryptos, and NFTs crashed and got BTFO. Let's not forget the 2019-2022 class of IPOs from LYFT to INR got BTFO. SPACs from BEACH to SPCE got BTFO. Collectables market from watches to trading cards got BTFO. ***Oh also ALL the bonds got BTFO.*** <--- This is the big one since the bond market is huge. And here have this guy saying *"2022 was a tech sector crash, it wasn't an everything crash."*. Clearly OP is right cause this guy doesn't remember shit. Tech JOBS were crashing but the tech titans held up well. AAPL fell from 175 to $135. DAL fell from $50 to $28. BLK from $950 to $550. TPR for $50 to $27.
anyone watching how well tapestry (TPR) aka coach is acting despite all the headline drama? I've been in the name for a few years and it doesn't act like this normally. Feels like it want to go higher despite the backdrop. Their drop yesterday was pretty successful im told. And the coach brand messaging is perfect for right now.
TPR is the definition of a money printer, weeks upon weeks of endless green, slow and steady
damn TPR up 20%. Beckys can't get enough of Coach purses, apparently
Vindicated. What’s your play on TPR moving forward in 2025
CRAMER JUST LISTED 10 STOCKS HE THINKS WILL DO WELL IN DECEMBER - CNBC - Tesla $TSLA - Palantir $PLTR - $AXON - Texas Pacific $TPL - Tapestry $TPR - EPAM Systems $EPAM - Warner Bros. Discovery $WBD - Vistra $VST - McKesson $MCK - $EQT
Why did TPR jump today when the merger was blocked last month?
Omg just made 800% on my first option! Made about $150 bucks but STILL. On TPR
what dafuq made you think they are gonna miss on earnings? Literally search up TPR on wsb and you'll find a guy whose wife said one the brands she recently buys is Coach.
I woke up wondering why my TPR shares are suddenly booming. I guess someone's ripped off face is someone else's Halloween accessory, as they say in business.
Dude judge blocked unfavorable to TPR aquisition this company is coocked imo
Lots of knee jerk scoffing and ranting about the TPR/CPRI merger block. Sure, at the most superficial level it sounds funny to care about two fashion brands merging. But if you read the actual case, and FTC’s mandate, then it’s quite clear why they were right to pursue it and why every qualified panel and judge who has looked it at in careful detail agreed wholeheartedly. It’s not just about having choice and capitalist consumerism for handbags or jackets. And it’s not *just* about protecting the interests of the employees, tenants, suppliers, and co-retailers. It’s about blocking the deliberate and patent creation of a exploitive monopoly, something thag is in FTCs mandate to prevent. And by doing so, with unanimous confirmation by every qualified expert, it sends a proactive message to other corrupt opportunist in any sector or business who might have wanted to try their luck at flouting our anti-monopoly laws. Some who understand this deeper reasoning may still complain that truly big monopolies or oligopolies are not being held to account as strictly. But a properly functioning FTC has to prioritize winning cases along with going up against behemoths who will go to any lengths. FTC winning some cases establishes good precedent and acts as a deterrent.
Why do you think TPR surged on this news?
SAVE, SKX, TPR, DECK, RMD, COF, HIG, PYCR I follow [this](https://www.marketwatch.com/tools/screener/after-hours)
TPR went up ( they were the acquirer) and Capri was crushed, down 50%. Thats a hell of a hair cut
Google's AI summarized this for me, because you've not explained a goddamn thing. I'd like to know why you sorted your table the way you did. If you want to help share info, you could answer this:"What would be good, in that table, vs what is bad in that table?" Here's the AI: A receiver operating characteristic (ROC) curve is a graph that shows how well a binary classifier model performs at different threshold values. It's a plot of the true positive rate (TPR) against the false positive rate (FPR) at each threshold setting. Here are some things to know about ROC curves: Origin The ROC curve originated in World War II as a way to distinguish between signals (true positives) and noise (false positives) on radar screens. Uses ROC curves are used in many fields, including medicine, psychology, bioinformatics, and machine learning. Interpretation The position of the ROC curve on the graph indicates the accuracy of the diagnostic test. A perfect test would hug the left side of the graph and be perfectly horizontal across the top. Performance metric The area under the curve (AUC) is a common performance metric for ROC curves. Optimal cut-off points There are several methods for calculating optimal cut-off points, including the Youden index, which maximizes the difference between TPF and FPF.
A receiver operating characteristic (ROC) curve is a graph that shows how well a binary classifier model performs at different threshold values. It's a plot of the true positive rate (TPR) against the false positive rate (FPR) at each threshold setting. Here are some things to know about ROC curves: Origin The ROC curve originated in World War II as a way to distinguish between signals (true positives) and noise (false positives) on radar screens. Uses ROC curves are used in many fields, including medicine, psychology, bioinformatics, and machine learning. Interpretation The position of the ROC curve on the graph indicates the accuracy of the diagnostic test. A perfect test would hug the left side of the graph and be perfectly horizontal across the top. Performance metric The area under the curve (AUC) is a common performance metric for ROC curves. Optimal cut-off points There are several methods for calculating optimal cut-off points, including the Youden index, which maximizes the difference between TPF and FPF.
Tapestry (Coach, Kate Spade, and other luxury brands) performed great through the COVID years. Ticker: TPR - strong dividend, strong earnings, might buy more.
you have to assume that tpr wont go back and renegotiate the price. Listen to their latest call and see if you can read between the lines. BTW I think they want it to go through because they will own the accessible lux space in the usa and then prices will float up over time. TPR has a great flywheel and need more brands to feed into it. Its a very very big bite for them and if in 3 years they pulled it off teh aquisition it will probably be a 5-10x trade as tehy will def both on more and try to do an lvmh mini. Listen to teh call, it says a lot
Do you have fun and win trying to catch falling knives? I'm not sure I like it. Maybe it's just my investing style. Had a >10x with LKNCY and some good wins on DAL/TPR, but got BTFO with others like PARA/BABA/OPEN. Nowadays I'm a more strict about what companies I go for since I realize I'm not that great at catching falling knives.
Feels a bit like cope, but I'm all for it. Let the NKE shareholders have their group counseling session. I hope NKE does well. Sold some cash covered puts at the $65 strike AFTER the -20% dip (lel for the folks that did before). Will sell more at the $60 strike if goes lower next week. I'll even start buying with my non-options cash and/or maybe sell my TPR (my apparel side bitch with LVMUY as my main) to swap into NKE. I think it's mostly a China weakness issue. The China stocks also fell the day and the day after NKE reported so clearly there is a link there. Whether China recovers or not, NKE has already planned and will eventually expand new markets (ala SEAsia and India). I hear some rumblings of competition but Lulu/Adidas/Reebok/UA aren't exactly soaring either. Asics looking like an AI stock tho. Also I hear some sneaker heads seem burnt out or upset with the shoe game but I think it's a cyclical thing?
My portfolio: 10 shares of APL 11 shares of NVDA 26 shares of TPR For a value of about 4500$. I have no idea what my goal is ultimately. I’m treating my account like a short term savings account. Any advice is appreciated.
There’s a lot of garbage posting in WSB, but this is interesting as fuck! I think using her as your research assistant for trading could give you a massive advantage. Get her input, then do your own research, and make the move. I want updates and I’m adding TPR to my research watchlist. Thanks bro!
Thanks man. TPR chart looks the same as UBER but I only have 1 call in each. I'm hoping AAPL does what it always does after a long consolidation phase and moons. Most of my money is parked there. CURV has no volume and no watchers but it's heavily shorted and killed earnings. I'm hoping it squeezes at some point before August
Hopefully you make 40k. Uber play seems most promising to me but not familiar with TPR or CURV moves
If I make another 20-30k I can pay enough debt off to quit my shitty job Positions: 21 AAPL 240c 7/19, 1 UBER 80c 8/16, 1 TPR 42.50c 8/16, 5 CURV 7.50c 8/16, 1 TSLA 200c 6/28 No hate, am regarded 👍
TPR is also Kate Spade. My girl uses her Kate Spades more than her Louis.
TPR even if it was on a trend, it currently is near ATH, your wife may be right and you may win, but this will not be a 10 bagger or anything extraordinary if even a win.
So we're really now down to a regard's wife level of research here? Welp, loading up on my TPR 8/15 calls...
Stock is back to where it was pre merger announcement. Now, I know CPRI had shit earnings, so it arguably would be lower if the market was pricing in a 0% chance of the deal happening, but this feels weird, it would be like an 80% return now if the merger goes through. Now I read what I could of the initial FTC complaint (1/4 of it is redacted), and the responses from TPR and CPRI, followed the proceedings, etc. I agree that the case hinges on ultimately what is defined as the relevant market. Similar cases seen by the FTC are from 1993 (Ballpoint pens) and 2007 (Whole Foods) and the scoreboard on those is 1-1. FTC has updated the guidelines twice since then. Idk. Stock probably goes down to 17-22 if the merger doesn't happen? So like napkin math 60% deal doesn't happen?
Ahh fuck, I am already heavily invested in TPR
In August 2023, Tapestry (TPR / owner of Coach, Kate Spade / Stuart Weitzman) announced their proposed acquisition of Capri Holdings (CPRI / owner of Michael Kors, Versace, Jimmy Choo) Why does this trade so poorly given $57 acquisition price by Tapestry? At $42, CPRI has 35% unlevered upside to acquisition price. EU will likely decide by 4/15 which seems likely to go through given (1) Tapestry’s limited Europe presence (2) significantly lower combined market share in Europe to its large competitors (LVMH/Richemont/Kering/Hermes).. There is no indication that the EU would pursue a breakup of those luxury conglomerates so unlikely to rule adversely in this merger. Why wouldn’t the US FTC approve the deal? FTC closed door meeting was removed from site and there are several articles/research with supportive opinions from antitrust attorneys. How does this harm consumers? There were additional reports that Bates White was hired to consult on blocking this deal, but there are no sign they are hired for this deal as they have no meaningful relevant experience on luxury goods / handbags… Merger agreement allows for regulatory approval process to stretch into 2025. Even if they received adverse opposition from the FTC, why wouldn’t they win in court? Again, how does this merger harm US consumers? Meanwhile Tapestry has completed issuance of the debt and received the cash required to complete the acquisition. All executive statements around earnings call infer no major road bumps and if there was new news on where the FTC was leaning, wouldn’t either company need to disclose in an 8K (if negative) or it’d leak? What am I missing?
Somebody tell me why TPR dropped 3 days in a row . Bought calls the 2nd day it dropped and 3rd day, it decides to drop 5% more
Any potential on ANF and TPR for the same play? 😬😬
TPR setting new highs right now homie. I told you.
TPR probably gets the green light but who knows. Maybe they negotiate a better price, maybe not. If it doesn't get purchased it will tank to $30 ish. The fact that the merger arb guys aren't keeping this closer to the announced price is probably a sign. Not worth the gamble to me
Also WTF are then on about no M&A? Enerplus got an offer last week. TPR going to take over Capri (Michael Korrs & stuff). Berkshire still buying shit up and secretly building a hidden position. NVDA making purchases. Rest of Mag7 buying up whatever the Biden admin will allow. Korger-Albertsons trying to merge. And the entire streaming sector wants to merge too but everyone playing the blink game with [the traditional tv losers with execs/c-suite/board trying to milk whatever little value is left from the investors/companies before it goes to shit and the big techs like vultures waiting for them to die.](https://upload.wikimedia.org/wikipedia/en/b/b8/Kevin-Carter-Child-Vulture-Sudan.jpg)
Climbing: LYFT+10% VRTX META STNE MAR WELL TPR CSGS ALKS ADP
Not sure about this Gerber Kawasaki but very rarely do folks outperform the ETF. Those who have a wealth manager are basically paying for a service in the form of added fees. Will just mention that OP might have added in the money at a bad time since 2021 was market peaks for most stocks. IIRC most of the individual stocks (TWTR/DAL/TPR) and meme crap (GME/AMC) peaked Q1/2 of 2021. Higher quality stocks and market indexes kept moving upwards into the end of the year but many single stocks peaked on the early half of 2021.
I made money today lol. My TPR calls went up, pretty ironic.
TPR - youll get a dividend and rev/profit growth and a multiple expansion in time. $120 or higher in 10 years
TPR gps www sig and 25% cash ( first three acquired in Oct, sig a few years ago). Stops always tight in new additions. I almost always have a big cash position for opportunistic buys. Been at this 20+ years. Can’t imagine 26 positions without an employee or two.
KHC, TPR, KBR, CVX, CFG, and for your flyer: CRSP
Playing the retail run up: GPS, TPR, KSS, JWN It won't end well, but I'll be out before then. 
Now TPR is a fav, because their existing brands and the new ones acquired with the Capri deal (Versace and Choo) are mid to higher end, which will weather any US downturn pretty well. I worry about their current China exposure, and don't think they can grow much more without expansion there. With that risk now, I think they're probably fairly valued at PE 8 - 10 (\~$38) now, and if Capri closes we'll be looking at doubling revenue and EBIT by 2025, so $60. Might just add some leaps. haha
I’ll do that thx. Def good point. He mentioned the longer timeline in the last call actually ( though didn’t define longer). When asked about vans timeline specifically he did add that he liked the “plan” in place for the brand so my hope is they are further along than the first inning. But I might be wishing to see/hear things that aren’t there. What has given me some hope for vfc was the seeming marginal improvement at gps byway of old navy that lit up the shares. Def not the same situation but it seems that any green shoot has been getting the benefit of the doubt. Side note: thoughts on TPR?
Anyone think TPR will go back to 40s-50s?
Anyone buy anyone TPR today after their big news? I've held tapestry for years, but I'm still digesting this news. Either way I picked up 75 more shares.
TPR was just now getting its stride back and then they did this. They must see something they didn't fully convey in the call. Its almost like they stayed somewhat mum to avoid any other suitors. Call me puzzled.
anyone following this capri and tpr tie up? TPR getting clobbered here. Analysts simply don't see why they want to do it....with the huge debt required, eroding consumer and a so-so record of acquisition integrations. Its been tough to get three brands all pulling together, I can imagine 6 brands being very difficult. Mgt really must see something compelling
Which one of 🫵 fuckers bought TPR!!!???
$TPR August 18 $36 calls 👀
I think it was Chris Rock who said something along the lines of how men lie but women ARE lies? Their height? Heels. Blemishes or unevenness? Foundation. Hair? Dyes, extensions, etc. Eyes? Contacts/Lasik. Eye lashes? Masquera/extensions. Nose/Chin? Surgery. Lips? Fillers. Teeth? Braces/Whitening. Body? Butt/Hip/Breast/etc jobs. Tans & waxes. Lipo for body weight. Then there's my fav [injecting LITERAL fish/bacteria neurotoxin.](https://en.wikipedia.org/wiki/Botulinum_toxin) You get the point. Not saying all women are like that or that men don't change how they look, but just saying there's a huge industry for looks and it's more catered to women because men are dumb in their own way "hurr make pee pee feel good". I prefer getting my XX exposure with bags LVMUY/TPR.
TPR. Holding 2 shares because it was the first individual stock I ever bought. A friend suggested it because my wife used to buy alot of Coach.
$cpri has been de-risked after last earnings and they have been buying shares aggressively - %15 buybacks and look how TPR, RL did. $OKTA reduced expenses and righting the ship for the past 2Q's and will drop AI here and there, $ ZS preguided to smash short selling and since they did they are up %30, $ AI ... well self explanatory. $CHPT diluting and CEO is selling pre ER.
Hope some of you rode along with TPR puts.
I just bought another $1k worth of TPR puts.
TPR puts is the play. They're riding high with no holiday numbers in yet.
I have bought a small but meaning full amount of TPR puts for Feb. Shit is going to crater.
Look at the mid cap lux/higher end brand names. Cpri, TPR, deck, lulu and so on. They are starting to break out
I can't find LVMH's numbers from 08-09, but from TPR's numbers around that time you can't even tell there was a recession.
$TPR reports tomorrow morning, the chart is poised for a decent gap in either direction. Bull case: high margin operating environment, passing inflationary costs to consumers, surprisingly recession proof, low pe, they sell handbags, we all love all types of bags. Europe is posting strong numbers in luxury brands which may have offset the projected FX headwinds. Bear case: FX headwinds, inventory issues (expecting a freight headwind in Q1 [this quarter]), reduced consumer spending into the holiday season. Could go either way, however, ALL (not many, all) luxury brands are reporting strong earnings. Food for thought.
I forgot too add tc energy TPR if you want to read up on it. Yahoo claims they may sell it out lol gives ya a hint big money wants it low maybe maybe not but I'm believing it's a good thing !! Any ideas or maybe knowing anything all input helps
Deck. The own uggs and Hoka. Hoka is on fire and the stock is performing very well in this environment. Sig. They own a bunch of jewelry stores across America - Zales, Jared, Kay, blue Nile, piercing pagoda, diamonds direct, James Allen and a few others. They have done a great job through the pandemic and are cheap af based on current projections. Onon- running shoes from Switzerland. Expensive but growing fast. TPR. They own Coach the hand bag company among other brands. Cpri- own Versace among other brands
Buy newspaper. TPR would have been destroyed.
Also here ya go https://www.discover.com/online-banking/savings-lng-04/?TPR=024&cmpgnid=ps-bk-ggl-nbnd-OSA-pros&src=GNBP922&van=Dbank&gclid=Cj0KCQjw1bqZBhDXARIsANTjCPLsAGpnPSCFf4J9-4g0zBx1L8ApoMsHCc-P0M18hQYK3IC8qV2R68IaAh0lEALw_wcB&gclsrc=aw.ds 150 sign up bonus 2 % apy so now your at 200 dollar difference in return
There are a big handful of retail/brands with the exact same value proposition. None can seem to grow and therefore wallstreet seems totally uninterested. Even such names with growth (TPR and Cpri) don’t get any respect. I’m not sure how or when things improve but all these companies are cheap and on my radar for sure.
It's actually true, I found it! [https://www.linkedin.com/jobs/search/?currentJobId=3235341600&f\_C=7174%2C2714664%2C2714670&f\_TPR=r604800&geoId=92000000](https://www.linkedin.com/jobs/search/?currentJobId=3235341600&f_C=7174%2C2714664%2C2714670&f_TPR=r604800&geoId=92000000) (If link doesn't work, go to BBBY on LinkedIn, select "jobs" and click "past week")
This was already covered in the other threads about this. Bankruptcy doesn't mean stores disappear overnight and everyone is immediately jobless, especially if its a chapter 11 reorganization. Sears filed for bankruptcy in 2018 and they still have stores left and are posting listings: https://www.linkedin.com/jobs/sears-jobs-worldwide?keywords=Sears&location=Worldwide&locationId=&geoId=92000000&f_TPR=&f_C=1944%2C1242080%2C1942%2C31689&position=1&pageNum=0 Also, the 1,500+ jobs posted today constitute 99% of their all time listings, which indicates that they periodically remove and repost all of their job openings at the same time. There's no way to know how long those positions have remained unfilled. It doesn't mean they're expanding or doing well, and certainly doesnt mean bankruptcy isn't possible. I really would like to know what the distribution is between people who are just desperately pumping to try to recover from losses and those who actually believe shit like this.