Randal Konik - Jefferies


Last quote by Randal Konik

We sense that the momentum continues into 3Q, and see ongoing [opportunity] through the addition of new brands, strengthening of private brands, and expansion of omni-channel initiatives. We appreciate management's [long-term] initiatives to drive the business including marketing, merchandising, omni capabilities, and real estate monetization, but near-term fundamentals matter most to us, which are challenged with declining comps and deteriorating margins.feedback
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Aug 10 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Randal Konik is associated, including Tiffany, trend, and headwind. Most recently, Randal Konik has been quoted saying: “While profit improvement initiatives are tracking ahead of plan, FOSL ultimately needs to drive higher volumes to bring wearables margins at parity with traditional watches – at this point, the ability to significantly scale the category remains a question mark.” in the article Fossil shares in free fall as watchmaker trims sales outlook, CFO departs.
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Randal Konik quotes

Mar 28 2017

Our data-driven analyses show the PINK brand is peaking, further cracking the VS monopoly. … With PINK slowing, we see more EPS risk ahead for LB (adding to pre-existing, long-term structural issues). We see risks at LB owing to increased competition and pricing compression as VS's core business is changing.feedback

Mar 24 2017

We see better days ahead for Finish Line.feedback

Mar 24 2017

Our webscrapes, store work, and social trend analysis indicate to us an inflection has formed and the buying oppty is now. Our view is compressed valuation and neg. sentiment, ignore compelling growth over the next 2-3 years.feedback

Feb 23 2017

We believe this deceleration suggests that the concept is nearing saturation. As competitors such as Aerie pick up steam, Pink will lose market share.feedback

Nov 29 2016

While Tiffany's recovery has been hindered by external top-line headwinds, these now appear to be abating.feedback

Oct 21 2016 - Lululemon

Web-scrape still shows elevated promos. We've closely monitored the 'We Made Too Much' section of LULU's website and have observed heightened promo activity, which stands to threaten the significant GM [gross margin] expansion expected for 2H [second half] and potentially speaks to softening trends.feedback

Oct 07 2016 - Lululemon

We believe that the athleisure trend is plateauing, and we expect more conservative growth going forward.feedback

Sep 19 2016

With consumers gravitating more towards a 'buy now, wear now' mentality and temperatures remaining warm across much of the country, we see those retailers that have more balanced assortments as better positioned over the coming weeks.feedback

Aug 18 2016

With the weather now cooperating, this thesis is now playing out.feedback

Jan 26 2016

The key takeaway following the [second-quarter] print is that the turnaround at Coach continues.feedback

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