NYSE:GPS

16.27
0.03 (0.18%)
The Gap, Inc., commonly known as Gap Inc. or Gap, is an American worldwide clothing and accessories retailer. It was founded in 1969 by Donald Fisher and Doris F. Fisher and is headquartered in San Francisco, California.
More at Wikipedia

Analysis and Opinions about GPS-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 30, 2018

The problem with this company and all these clothing stores is that it is very difficult to compete. Space is expensive. The ones that do well are the ones that go online. They are fighting a very difficult secular trend that is happening in the industry.

Gap (GPS-N)
August 30, 2018

The problem with this company and all these clothing stores is that it is very difficult to compete. Space is expensive. The ones that do well are the ones that go online. They are fighting a very difficult secular trend that is happening in the industry.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$30.150
Owned
No
DON'T BUY
DON'T BUY
June 18, 2018

He doesn't see the Gap different from other garment retailers; it's not special. He owns Lululemon instead, who have enjoyed strong growth. Go for growth. Gap is a laggard. TJX is interesting.

Gap (GPS-N)
June 18, 2018

He doesn't see the Gap different from other garment retailers; it's not special. He owns Lululemon instead, who have enjoyed strong growth. Go for growth. Gap is a laggard. TJX is interesting.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$32.540
Owned
No
WAIT
WAIT
November 16, 2017

This is a cheap retail stock. Has a pretty good franchise, but like a lot of brick-and-mortar retail, their numbers have stagnated. This is probably one of the longer-term survivors, but the general sector still seems to be under pressure.

Gap (GPS-N)
November 16, 2017

This is a cheap retail stock. Has a pretty good franchise, but like a lot of brick-and-mortar retail, their numbers have stagnated. This is probably one of the longer-term survivors, but the general sector still seems to be under pressure.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$27.480
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 30, 2017

A beaten up retail stock where they have to reduce footprint and increase online sales. Long term they have had these ups and down. If GPS-N is cheap it is usually a good place to get in.

Gap (GPS-N)
January 30, 2017

A beaten up retail stock where they have to reduce footprint and increase online sales. Long term they have had these ups and down. If GPS-N is cheap it is usually a good place to get in.

Erin Gibbs
V.P., S&P Global Market Intelligence
Price
$22.880
Owned
Unknown
TOP PICK
TOP PICK
November 28, 2016

*Short* Had a good run last quarter, and is up quite substantially, but is up substantially on not a lot of news, and with not anything particularly encouraging. Margins have dropped from 2014, where they were roughly 17%, and are now trending around 10%. Margins are contracting and they are struggling with e-commerce. The bright spot has been Old Navy which has done relatively well. This industry is very fickle in terms of fashion and getting that brand layup. Dividend yield of 3.61%. (Analysts’ price target is $26.20.)

Gap (GPS-N)
November 28, 2016

*Short* Had a good run last quarter, and is up quite substantially, but is up substantially on not a lot of news, and with not anything particularly encouraging. Margins have dropped from 2014, where they were roughly 17%, and are now trending around 10%. Margins are contracting and they are struggling with e-commerce. The bright spot has been Old Navy which has done relatively well. This industry is very fickle in terms of fashion and getting that brand layup. Dividend yield of 3.61%. (Analysts’ price target is $26.20.)

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$25.480
Owned
Yes
DON'T BUY
DON'T BUY
September 27, 2016

Like many other retailers, it has suffered a bloodbath over the last year, and is down about 8%-10% this year. They haven’t been able to move the merchandise, and in this business if you are not moving the merchandise, you have to start discounting, which eats into the margins. He doesn’t see a real catalyst for growth in the future.

Gap (GPS-N)
September 27, 2016

Like many other retailers, it has suffered a bloodbath over the last year, and is down about 8%-10% this year. They haven’t been able to move the merchandise, and in this business if you are not moving the merchandise, you have to start discounting, which eats into the margins. He doesn’t see a real catalyst for growth in the future.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$22.290
Owned
No
DON'T BUY
DON'T BUY
May 19, 2016

It is down 50%. Getting involved in fashion retailing is hard. Retail is brutal. Same store sales are declining in all brands. It is such a risky place to be.

Gap (GPS-N)
May 19, 2016

It is down 50%. Getting involved in fashion retailing is hard. Retail is brutal. Same store sales are declining in all brands. It is such a risky place to be.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$17.280
Owned
Unknown
COMMENT
COMMENT
February 27, 2015

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.

Gap (GPS-N)
February 27, 2015

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.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$41.600
Owned
No
PARTIAL BUY
PARTIAL BUY
August 13, 2012

Has had a 114% move in the last year. Plays into the value/price consumer theme. Probably a big beneficiary of a strong US$. Have been going through a significant restructuring which is starting to show margin improvement. You have to be careful with consumer discretionary. You could consider buying a small position and then come in again after earnings are reported on Thursday.

Gap (GPS-N)
August 13, 2012

Has had a 114% move in the last year. Plays into the value/price consumer theme. Probably a big beneficiary of a strong US$. Have been going through a significant restructuring which is starting to show margin improvement. You have to be careful with consumer discretionary. You could consider buying a small position and then come in again after earnings are reported on Thursday.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$34.630
Owned
Unknown
DON'T BUY
DON'T BUY
June 16, 2011
Clothing retailing is a very fickle space. Cotton prices have doubled, which have affected everyone by squeezing margins. Recent sales have been very poor internationally.
Gap (GPS-N)
June 16, 2011
Clothing retailing is a very fickle space. Cotton prices have doubled, which have affected everyone by squeezing margins. Recent sales have been very poor internationally.
Mohsin Bashir
VP Investments, Stone Asset Management
Price
$17.700
Owned
Unknown
COMMENT
COMMENT
June 18, 2009
Retail stores. Up 20% from the beginning of the year. He always worries about the Gap because it is so fashion driven. When they get it wrong nobody would be caught dead in their clothes. When they get it right and make a ton of money.
Gap (GPS-N)
June 18, 2009
Retail stores. Up 20% from the beginning of the year. He always worries about the Gap because it is so fashion driven. When they get it wrong nobody would be caught dead in their clothes. When they get it right and make a ton of money.
David Baskin
President, Baskin Wealth Management
Price
$15.950
Owned
Unknown
DON'T BUY
DON'T BUY
January 3, 2007
A stock that has had huge cycles over the last decade. A lot of this comes down to fashion and style. They have a lot of competition and the younger consumer doesn't seem to be embracing them as they did previously.
Gap (GPS-N)
January 3, 2007
A stock that has had huge cycles over the last decade. A lot of this comes down to fashion and style. They have a lot of competition and the younger consumer doesn't seem to be embracing them as they did previously.
Steve MacMillan
Vice President of Investments, KBSH Capital Management
Price
$19.310
Owned
No
BUY
BUY
June 9, 2005
Model price is $27.50.
Gap (GPS-N)
June 9, 2005
Model price is $27.50.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$21.080
Owned
No
DON'T BUY
DON'T BUY
January 5, 2005
New management has brought the sales up. Feels the world doesn't need another Gap, Banana Republic, etc. and they are reaching market saturation. In the near term, they'll be able to build sales, but in the longer term, they'll reach saturation unless they do something dramatic.
Gap (GPS-N)
January 5, 2005
New management has brought the sales up. Feels the world doesn't need another Gap, Banana Republic, etc. and they are reaching market saturation. In the near term, they'll be able to build sales, but in the longer term, they'll reach saturation unless they do something dramatic.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$20.740
Owned
No
PAST TOP PICK
PAST TOP PICK
August 12, 2003
(Was a top pick on July 14/03.Down 3.6%.)Still likes.A major turnaround is happening.
Gap (GPS-N)
August 12, 2003
(Was a top pick on July 14/03.Down 3.6%.)Still likes.A major turnaround is happening.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$18.930
Owned
Yes
Showing 1 to 15 of 23 entries