Lindsay Drucker Mann

Ralph Lauren Corp (NYSE: RL) reported better-than-expected Q1 EPS, driven by robust revenues and gross margins, while reaffirming its FY guidance. Goldman Sachs’ Lindsay Drucker Mann maintained a Buy rating on the company, while raising the price target from $113 to $120. Compelling...

The fourth-quarter results from Nike Inc (NYSE: NKE) showed "deteriorating trends" in North America, despite solid momentum overseas. The stock fell initially after the results as the market became skeptical over the company's outlook for high-single-digit reported sales growth and 30-50 bps of...

Urban Outfitters, Inc. (NASDAQ: URBN) released its 10-Q for 1Q16 after market close on June 9. Goldman Sachs’ Lindsay Drucker Mann maintains a Buy rating on the company, while lowering the price target from $30 to $29. Declining Comps The company reported that comps had decreased 2Q to date...

Lululemon Athletica inc. (NASDAQ: LULU) reported a largely in-line quarter for 1Q16, with inventory and gross margins improving sequentially. Goldman Sachs’ Lindsay Drucker Mann maintains a Sell rating on the company, with a price target of $48. “Valuation looks stretched to us at 34X...

After market close on May 31, Under Armour Inc (NYSE: UA) lowered its revenue and EBIT guidance for FY16, driven by the recent development associated with The Sports Authority’s (TSA) bankruptcy. Goldman Sachs’ Lindsay Drucker Mann maintained a Neutral rating on Under Armor, while...

Signet Jewelers Ltd. (NYSE: SIG) shares declined 10 percent following the disappointing 1Q17 earnings announcement. Goldman Sachs’ Lindsay Drucker Mann downgraded the rating on the company from Buy to Neutral, with a price target of $119. Stock Underperforms Removing Signet Jewelers from...

Macro data and an analysis of pricing and promotional activities by specialty apparel retailers indicate that the healthy momentum witnessed in 4Q had deteriorated in 1Q, especially March. Goldman Sachs’ Lindsay Drucker Mann maintained a Cautious Stance on the Specialty Apparel Retail...

L Brands Inc (NYSE: LB) announced last week that its restructuring initiatives might impact Victoria’s Secret comp sales growth in the near term. Goldman Sachs’ Lindsay Drucker Mann downgraded the rating on the company from Buy to Neutral, while lowering the price target from $115...

Many Street analysts have raised the price target on Lululemon Athletica inc. (NASDAQ: LULU) shares following strong fourth quarter results, which topped Street's view. The apparel retailer reported earnings of $0.85 per share, $0.05 above the Street's consensus. Revenue of $704.28...

Goldman Sachs recently revealed the results of its annual fashion survey. Broadly speaking, brand favorability metrics have trended lower over the past year. Goldman continues to see relative strength in the athletic apparel subsector. Goldman Sachs recently conducted its 2015 Teen Vogue-GS brand...