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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: TwoBear who wrote (2585)	7/7/2000 1:32:08 PM
From: hoyasaxa	Respond to of 4691

Response to TwoBear - ANFs Target Market Our Favorite story stock speculator, jhg, attached a decent report in a previous message by the MFs, noting ANF's "concept store" efforts. What does ANF mean to you? What niche(s) are they in, can they build moats around? I just don't see it -- ANF means nothing to me, it seems to try to straddle a zone between GAP and Polo. But the label/brand/look doesn't convey either GAP's standard, comfort-oriented, basic safe value or Polo's classic, preppy quality (and Polo's got the high-end, street, lifestyle, and sporty catagories covered too).