Paul Lejuez

Citi maintains its Buy rating on Urban Outfitters, Inc. (NASDAQ: URBN), despite the third-quarter EPS miss from the specialty retail company, saying investors have overlooked many positives from the print. Despite new fashion trends selling at Urban Outfitters and Free People, the weaker results at...

Citi’s Paul Lejuez expressed concern regarding Gap Inc (NYSE: GPS), saying that while the Gap brand was expected to continue to struggle, Old Navy was possibly over-earning. Lejuez downgraded the rating on the company from Neutral to Sell, while lowering the price target from $27 to $25....

In a note released Monday, Citi said it is turning more bullish on the specialty retail and department store universe following Donald Trump's election victory. The firm's logic? The likelihood of tax reform provides a bump that many of the retailers in its universe needed, as consumers may be...

Although the structural challenges being faced by departmental stores are likely to be long term, Citi’s Paul Lejuez believes Macy's Inc (NYSE: M) is taking the right steps for its business, which were likely to ease pressure in the medium term. Lejuez upgraded the rating on the...

Traffic was a headwind for Abercrombie & Fitch Co. (NYSE: ANF) during Q2 — especially in U.S. flagship and tourist locations and in the international markets — and the company expects traffic trends to remain challenging in H2. Citi’s Paul Lejuez maintains a Neutral rating on...

Citi’s Paul Lejuez expressed concern regarding the sales/merch margin equation turning negative for Signet Jewelers Ltd. (NYSE: SIG) during Q2, as well as the weakness at Zale Corporation over the last two quarters. Lejuez downgraded the rating on the company from Buy to Neutral while...

Earnings season has certainly been a lot kinder this time around for the retail and fashion sector. Macy's Inc (NYSE: M) reported a top- and bottom-line beat in its earnings, but perhaps more importantly, the company announced it will close 100 stores. The decision to shutter stores was well...

Major Internet and technology related companies have already reported their quarterly earnings results, so investor attention will now shift to the retail and fashion space. On deck for earnings include two of the most notable names in the handbag space: Coach Inc (NYSE: COH) and Michael Kors...

Retail investors looking to invest in a growth story have few options. One of the options available, at least according to Paul Lejuez of Citi is TJX Companies Inc (NYSE: TJX). According to Lejuez, TJX showed investors in its latest earnings report that it could "hit a curveball" at a...

Given weakness in the apparel category, J C Penney Company Inc (NYSE: JCP) is turning towards the home category to solve its traffic woes. Citi’s Paul Lejuez said, however, that the strategy may not work. He maintained a Neutral for the company, while reducing the price target from $9 to $8...

Citi's Paul Lejuez offered a quick preview into the Specialty Apparel first-quarter earnings season Thursday morning. The analyst lowered estimates on estimates for the sector across the board. "...while we believe that 1Q likely started strong for most, Macy's, Inc. (NYSE: M) and...