Opinions Kash Pashootan
GapGPSCOMMENTFeb 27, 2015
$41.60
Stock price when the opinion was issued
$21.56
As of Jun 04, 2026. Market Open.
specialty stores
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Premium contentPAST TOP PICK
WEAK BUY
Really suffering today, despite the good print. Company estimated $300M in costs due to tariffs, but that tariffs will be neutral in the long term. If you're looking for a retail stock, a good name to buy now.
But is retail a good thing to own? It's a very tough trade, just like airlines. You have to be right, and it's very economically sensitive. Jeff Bezos says that, eventually, all retailers go broke.
specialty stores
SELL
He sold 20 positions and now has his highest cash position (over 60%) since 2008. The reason is that he doesn't know what will happen with the economy and is bracing for a big decline if that happens. If so, he will buy back these shares at a lot lower price. He sold Gap, among others. He often gets Gap emails touting 60-70% off. He sold many retailers, because he expects them to slash prices to move inventory. Higher interest rates are another worry.
specialty stores
Premium contentPAST TOP PICK
(A Top Pick Oct 14/21, Down 12%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GPS has triggered its stop at $20. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 19%, considering the previous buy recommendation. We will look for better opportunities.
specialty stores
Ralph Lauren (RL-N) or Gap (GPS-N)? Both of these are very reliant on the US consumer. This one generates about 80% of its revenues from the US while Ralph Lauren is 70%. Comparing these he would probably favour this one, primarily because they reach a wider scale of consumer. They have Old Navy at one end, the more economical play, Gap in the middle and Banana Republic for the luxury end. He doesn’t see anything wrong with either of these companies, but would probably look at a name like Nordstrom (JWN-N) instead, which gives you 500 brands.