Posts Tagged ‘ Ralph Lauren ’

Guess? (GES) – An undervalued global brand

July 29, 2011
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Guess? (GES) – An undervalued global brand

Guess (GES) is an undervalued global brand. The stock performance has decoupled relative to many other global apparel stocks based on a number of factors such as: fashion, US comparable store sales, exposure to Europe, and management team changes. Negativity looks overblown for investors who have patience and perspective, especially relative to valuations of other apparel brands with global aspirations such as Abercrombie & Fitch, Ralph Lauren, PVH, Coach, and True Religion. The following research will explore why Guess is an investment opportunity now: Here are the reasons why Guess (GES) shares are a buy right now with almost 100% upside to $74 in two years: 1)  Organic growth rate is high 2)  Fears related to exposure to Italy are overblown 3)  China will be a growth driver for...

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