\nCanada<\/strong>
\nRYU Apparel Inc. (RYU-X)<\/a>
\nA largely Canadian fitness apparel company that also has a presence in the US. They are strengthening their ecommerce and online presence. They are a fairly new company, trading for under 5 years. Currently, they are in their growth stage.<\/p>\n
![\"RYU](\"https:\/\/data.wealthica.com\/api\/securities\/RYU-X\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about RYU-X: He would like to see a couple of good quarters out from them. It is thinly traded. You have to be prepared to watch it quarter by quarter.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
![\"stockchase.com\"](\"https:\/\/stockchase.com\/assets\/favicon.png\")
\t\tstockchase.com\t<\/div>\n<\/div>\nGildan Activewear Inc. (GIL-T)<\/a> Opinion about GIL-T: A cheap, vertically integrated supply chain gives them an edge and moat. They grow by simplifying their products, optimizing factories and keeping prices sharp. This has expanded margins as peers struggle. Are a defensive play. Sees 16% upside. (Analysts\u2019 price target is $92.10)<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Le Chateau Inc. (A) (CTU-X)<\/a> Opinion about CTU-X: This has been a very difficult stock. Recently reported a very bad quarter. He would stay away from this one. Inventory has gone up a lot and their margins have fallen. Cut the dividend totally. Thinks they are in a bit of trouble.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Canada Goose Holdings (GOOS-T)<\/a> Opinion about GOOS-T: Good proxy for health of consumers in Canada. Luxury item that is discretionary. Hard to excited about this style of business. Not seeing major spending from average population. Better options for investors out there.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Reitmans (Canada) Ltd. (A) (RET.A-T)<\/a> Opinion about RET.A-T: Owned it a few years. He sees big upside. They have $120 million in cash and zero debt, trading at negative enterprise value. They already own their own warehouse and office building. It's a profitable business based on a value brand. They are doing well, selling quality clothes. The issue is how…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Aritzia Inc. (ATZ-T)<\/a> Opinion about ATZ-T: US revenue jumped 41%. Up 10% today is quite positive, as would crossing the recent high of ~$90. If it has trouble getting through that level, some of today's gain may be pared off.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t United States<\/strong> Opinion about M-N: It soared over 20% today after reporting stellar numbers, top and bottom, and raised their full-year forecast. The turnaround is happening.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Ross Stores Inc. (ROST-Q)<\/a> Opinion about ROST-Q: Helped by buying goods where the tariff has already been paid by someone else. Key metric is same-store sales: +1% in 2025, and last quarter sales were a little light. Are showing strength in cosmetics, though. They just reiterated ther full-year focast to the upper end of Wall Street's consensus. Numbers were…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Nordstrom Inc (JWN-N)<\/a> Opinion about JWN-N: Last August they reported a huge bottom line beat, but management reiterated guidance.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Chico’s FAS (CHS-N)<\/a> Opinion about CHS-N: Women's fashion retailer. Had been very successful through the 90s. High-end fashions in the US. Sold his holdings about a year ago when management stubbed its toe by moving into accessories for the younger crowd.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Gap (GPS-N)<\/a> Opinion about GPS-N: (A Top Pick Jul 15\/25, Up 9.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GAP is progressing well.\u00a0 To remain disciplined, we recommend trailing up the stop (from $14) to $18 at this time.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Tapestry Inc. (TPR-N)<\/a> Opinion about TPR-N: Only name in the space that's performed decently (though some would argue it's not really a luxury name). Could be because it's more mid-priced than luxury-priced.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t DSW Inc (DSW-N)<\/a> Opinion about DSW-N: (A Top Pick March 14\/17 Up 40%) He liked this based on the overall valuation metrics. This shoe retailer has done well in a sector with stiff competition. They are expanding internationally, including Dubai. He does not expect a similar 40% bump, but still likes holding it.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Michael Kors Holdings (KORS-N)<\/a> Opinion about KORS-N: *Short* Bricks and mortar is getting killed. There are way more losers in bricks and mortar then winners. This one is a loser. Management is essentially guiding to lower margins, lower EPS, lower revenue and more store closings. (Analysts\u2019 price target is $36.)<\/p>\n\t\t<\/a>\n\t<\/div>\n\t American Eagle Outfitters (AEO-N)<\/a> Opinion about AEO-N: Ring the register after the run-up due to the Sweeney TV ad. That event is over, and the company isn't doing well.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Guess Inc (GES-N)<\/a> Opinion about GES-N: They're accelerating their stock buyback. Loves it.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Nike Inc (NKE-N)<\/a> Opinion about NKE-N: (A Top Pick Oct 16\/24, Down 15%) He did his \"down from cost\" review, and found that his turnaround thesis had changed. Three things limit upside. Tariffs. Structural changes in the Chinese business that will be difficult to overcome. Anti-American sentiment. He used the Q1 rally to exit.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t L Brands Inc. (LB-N)<\/a> Opinion about LB-N: He's not recommending this because of the ailing Victoria's Secret. Rather, the red-hot soap chain, Bath and Bodyworks, accounts for half the company's revenues. A huge driver will be the hygiene bull market that will endure after Covid, as consumers have improved their hygiene habits for good.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Abercrombie & Fitch (ANF-N)<\/a> Opinion about ANF-N: Previous high flyer. Consumer tastes can change. From a technical perspective, a difficult name to want to own. Price below 200-day MA, which is falling. Murky earnings growth, even weak or very flat.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Tiffany & Co. New (TIF-N)<\/a> Opinion about TIF-N: Investors buy luxury stocks at the bottom of a recession, because the rich part of a population hold up much better in a recession. Now is not a good time to enter luxury stocks. There's nothing wrong with Tiffany per se, but now is not the time and TIF is slightly exposed…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Under Armour (UA-N)<\/a> Opinion about UA-N: A great spec. They need a couple of good quarters. Nike is coming back with a vengeance.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t LuLulemon Athletica (US) (LULU-Q)<\/a> Opinion about LULU-Q: Investor's down 18%. Success attracts competition. Internal issues as well. Don't count it out yet, just a matter of getting back on track. And if it can, could do quite well. Customers still love them.\u00a0Interesting at this valuation, but need 3-5 years. Accumulate slowly on weakness.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Urban Outfitters (URBN-Q)<\/a> Opinion about URBN-Q: Actually, their main brand, Urban Outfitters, is no longer their top seller (and is losing sales), but Anthopologie is, 43% of 2023's sales, and boasts 12% same-store sales growth. Nuuly, their new subscription sales business, accounts for 5%, but he doesn't mind it isn't making money yet because it's growing fast. Overall…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t TJX Companies (TJX-N)<\/a>
\nA part Canadian and American manufacturer of unbranded clothing. They manufacture branded apparel on behalf of clients and businesses. The latest report has shown that they have great cash flow and are buying back stocks. A dividend increase has also been announced.<\/p>\n![\"Gildan](\"https:\/\/data.wealthica.com\/api\/securities\/GIL-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA Montreal based specialty retailer. They are known for their contemporary designed clothing. A financing agreement of $1M was announced in February for working capital purposes.<\/p>\n![\"Le](\"https:\/\/data.wealthica.com\/api\/securities\/CTU-X\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA Canadian luxury winter apparel maker. Their coats are priced in the thousands. It\u2019s a little expensive now with 40x valuation but they have a history of breaking earnings forecasts. They are expanding globally and are enjoying growing sales.<\/p>\n![\"Canada](\"https:\/\/data.wealthica.com\/api\/securities\/GOOS-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nBrands under them include Reitmans, RW & CO and Penningtons. Tax loss selling affected them but they have been a steady name. They have been closing their worst stores. Some buy this just for the dividend, which is at 5.99%.<\/p>\n![\"Reitmans](\"https:\/\/data.wealthica.com\/api\/securities\/RET.A-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA Canadian women\u2019s fashion brand out of Vancouver. They have been experiencing good growth and are expanding in the US where brand recognition is high too. Their online presence is strong and investors are keeping a close eye for its potential.<\/p>\n![\"Aritzia](\"https:\/\/data.wealthica.com\/api\/securities\/ATZ-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nMacys Inc. (formerly Federated Department Stores) (M-N)<\/a>
\nBig box stores have been facing increased headwinds from ecommerce and changing consumer patterns. Macys has been the better of the bunch in cost reduction and doing online business but there is vulnerability to Amazon and other online competitors.<\/p>\n![\"Macys](\"https:\/\/data.wealthica.com\/api\/securities\/M-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nThe second largest off-price retailer after TJX. They buy excess inventories from more recognized brands and acts as an outlet. When traditional retail companies aren\u2019t doing well, these companies will do better. It was one of the only stocks to have a positive rate of return in 2008.<\/p>\n![\"Ross](\"https:\/\/data.wealthica.com\/api\/securities\/ROST-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA chain of luxury department stores. They have a good presence in online retail and their ecommerce store is one of the best in the luxury space. Investors are expecting another strong earnings report since they have a history of beating expectations.<\/p>\n![\"Nordstrom](\"https:\/\/data.wealthica.com\/api\/securities\/JWN-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA women\u2019s fashion retailer. Sycamore Partners has submitted an offer to purchase the entirety of the business for $3.50 per share. A previous offer for purchase at $4.30 was offered but rejected by the board since they saw the offer undervaluing the company.<\/p>\n![\"Chico's](\"https:\/\/data.wealthica.com\/api\/securities\/CHS-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA major player in retail with brands such as Old Navy, Gap, Banana Republic under them. They are reporting first quarter earnings on May 30, 2019. They are suffering from the general trend away from brick and mortar stores. A longer-term survivor.<\/p>\n![\"Gap](\"https:\/\/data.wealthica.com\/api\/securities\/GPS-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nCoach, Kate Spade and Stuart Weitzman are key labels under Tapestry Inc. They renovated much of their physical stores are starting to see a revival in the Coach brand. The share buyback program is going well as planned.<\/p>\n![\"Tapestry](\"https:\/\/data.wealthica.com\/api\/securities\/TPR-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA footwear retailer. They performed some acquisitions and are opening stores globally. Same-store sales rose more than 5% in the latest report. They have a good history of raising dividends and it currently sits at 4.5%.<\/p>\n![\"DSW](\"https:\/\/data.wealthica.com\/api\/securities\/DSW-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nThey changed their name to Capri Holdings Limited (CPRI-N) in January of this year. They have Versace and Jimmy Choo under them and are looking to bolster their operations through the various brands. Their original brand, Michael Kors, has had trouble growing sales and maintaining status and image.<\/p>\n![\"Michael](\"https:\/\/data.wealthica.com\/api\/securities\/KORS-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nAn American clothing and accessories retailer that focuses on the teen to young adult segment. They are focusing on expanding online retail and investors are beginning to put more confidence behind this company. They have grown 6.2% year-to-date compared to the industry\u2019s 4.3% decline.<\/p>\n![\"American](\"https:\/\/data.wealthica.com\/api\/securities\/AEO-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nAn apparel and accessories company that has been gaining interest from hedge funds and other investors. They are starting to repurchase their common stock and are redistributing capital. They recently cut their dividends in favour of the buyback plan.<\/p>\n![\"Guess](\"https:\/\/data.wealthica.com\/api\/securities\/GES-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA spectacular growth story with global presence. Revenues from China grew well and have not been affected as much by the US-China dispute. Consumer confidence must be closely monitored since this company is particularly vulnerable to be hit if it falls.<\/p>\n![\"Nike](\"https:\/\/data.wealthica.com\/api\/securities\/NKE-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nFlagship brands under them include Victoria’s Secret and Bath & Body Work. The tariff war has hit these brands particularly hard. It is a high quality brand but is facing increasing pressure from other online retailers.<\/p>\n![\"L](\"https:\/\/data.wealthica.com\/api\/securities\/LB-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA wildly volatile stock. They recently cut their COO position and some have questioned their accounting practices. A stock to watch but beware and do your due diligence.<\/p>\n![\"Abercrombie](\"https:\/\/data.wealthica.com\/api\/securities\/ANF-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA luxury jewelry and specialty retailer famous for their diamonds and sterling silver. They were also affected negatively due to the US-China trade war since investors worry that diamonds and jewelry will be included in tariffed goods.<\/p>\n![\"Tiffany](\"https:\/\/data.wealthica.com\/api\/securities\/TIF-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA sports and casual wear manufacturer. They are nearing the end of a three year transformation. They are particularly popular due to the athleisure movement and demand for smart looking workout clothing.<\/p>\n![\"Under](\"https:\/\/data.wealthica.com\/api\/securities\/UA-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nA Canadian company trading on the NASDAQ. They have gotten support for their athleisure and fashion forward apparel. The major bulk of their clientele are discerning millennial shoppers looking for good quality apparel.<\/p>\n![\"LuLulemon](\"https:\/\/data.wealthica.com\/api\/securities\/LULU-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nAn American multinational consumer goods and apparel company. They announced strong results in the holiday quarter and are expected to announce their Q1 earnings on May 21.<\/p>\n![\"Urban](\"https:\/\/data.wealthica.com\/api\/securities\/URBN-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n
\nThe largest international apparel and home fashion off-price retailer. They change inventory quickly and are good at keeping up with consumer taste. In a recession environment, these types of companies thrive. Their brands include Marshalls, Winners and Home Senses.<\/p>\n![\"TJX](\"https:\/\/data.wealthica.com\/api\/securities\/TJX-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
![\"Hanesbrands](\"https:\/\/data.wealthica.com\/api\/securities\/HBI-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t