Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity research on small cap consumer names.

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $3 price target and projections with Vince reporting 2QFY24 (July) results after the close on Monday.</li><li>We believe Vince achieved solid 2Q top line expansion, as the company has shifted more goods away from the outlet channel to the main line wholesale channel and the company's owned stores.</li><li>Further, we believe the resumption of a stronger flow of full priced, highly fashionable goods for Summer and pre-Fall has driven strong top line momentum into 2HFY25.</li></ul>

We are reiterating our Buy rating, $3 price target and projections with Vince reporting 2QFY24 (July) results after the close on Monday.We believe Vince achieved solid 2Q top line expansion, as the company has shifted more goods away from the outlet channel to the main line wholesale channel and the company's owned stores.Further, we believe the resumption of a stronger flow of full priced, highly fashionable goods for Summer and pre-Fall has driven strong top line momentum into 2HFY25.

Pvh Corp - VNCE: 2Q Preview: Showing Their True Strength; Reiterate Buy, $3 PT