SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Micah Lance who wrote (59290)3/29/2017 8:27:11 PM
From: Shane M1 Recommendation

Recommended By
staring

  Read Replies (1) of 78476
 
KORS is going through steps of better controlling distribution of their brand rather than degrading it by having it available everywhere, but that means more of their own locations, and I think that likely means more exposure to mall traffic trends. What's odd right now is there are so many of these smaller fashion retailers that talk about challenge of mall traffic and same store sales trends, but at the same time keep announcing store expansion plans. The unit counts in stores can help cover up top line problems for a while, but ultimately if the business is in decline I wish they'd focus more on the store itself, not on increasing units. So many managements in the space seem locked into unit growth and I wonder if it's proper capital allocation decision.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext