Intriguing
Dex
2/22/2012 9:10:07 AM
Very interesting list, @Noreen. I'm interested to watch how this mock portfolio performs.
Bra shopping
driven
2/22/2012 9:15:16 AM
You made me laugh with that statement about Victoria's Secret. Some of their bras are so strangely designed that there is no place to put your ... well, you get the picture. I agree with the recommendation on Soma Intimates-the clerks are actually trained to fit you, and they have a wide range of sizes.
Re: Intriguing
cat tail
2/22/2012 9:21:29 AM
I agree @Dex. I think this is an interesting list of companies, all of which seem to have good potential.
That's terrific! And if you read the report, it cites strong demand for Chico's pricier White House Black Market and Soma Intimates brands -- the two brands we mentioned in our post -- which offset big discounts at its namesake division.
Soma Intimates is a growing go-to retailer, not just for adult (35 and up) women but for younger women, too. There is big differentiation with VS, in a good way, especially for woman in search of adequate support.
I'll drink to that. Pass me a Blue Moon.
Re: Chicos
tokyogai
2/22/2012 10:38:15 AM
Noreen- based on the start maybe you should actually buy the portfolio.
The fuss about Kohl's used to be lost on me. I got it in theory but two things drove me around the bend--the horrible, messy fitting rooms and the long, long lines.
I thought I would die there, either in a clothing avalance or waiting in line behind someone who was seemingly negotiating to merge the company with both Sears AND JC Penney they were taking so long. It was the last stock on earth I would have bought!
Recently I went in to buy a mattress pad and the escalator was broken. A lovely male sales clerk helped me carry my purchase back up the broken escalator and all the way to the register. I went back the next day to exchange something else. The customer service woman was unbelievably helpful and upbeat and gave me a sale price rebate on the item for a sale that wasn't happening until the coming weekend.
The cashiers have been great; there's a line expeditor on weekends. I have yet to hit the dressing rooms but I'm gathering courage and I saw a very cute Vera Wang top I just might go back and try on.
Bottom line: Some focus group somewhere has worked its magic and I wish Kohl's (and your stock pick @Noreen) EVERY SUCCESS for listening to the consumer!
Re: Chicos
Phoenix
2/22/2012 11:19:29 AM
Intuition can be very powerful in guiding you. But you do have to use a bit of common sense too. So investing on familiar places might just be the magic formular that does it. I will be looking forward to your future posts on this.
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