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Analyzing 4 luxury retailers The higher consumer sentiment and increasing personal income numbers have drawn me towards investing in high end retailers.A few of these companies traded on the Nyse are michaelKors(Nyse:Kors), Ralph Lauren(Nyse:Rl), Coach(Nyse:Coh), and Estee Lauder(Nyse:El).Kors andCoh focus on handbags, wallets, shoes and, likeRl, sell other accessories and wearables.El sells higher end skincare.Through 2014, i see a rise in the luxury retail sector, but i prefer to invest in individual companies instead of etfs. Over the past year, kors has significantly outperformed el, rl, and coh.Kors was up 65%, el up 27%, rl up 19%, and coh down 12%.Using five metrics, i believe michael kors has the most to gain, followed by coach, while ralph lauren will likely underperform its competitors.I am fairly neutral towards estee lauder.Using dcf analysis(Data shown at the end), the implied growth rates of these KORS, RL, COH, and EL are estimated.I will use net revenue and income gr ... Read more »

Views: 416 | Added by: vincent | Date: 04.21.2015 | Comments (0)