Ike Boruchow

Cosmetic retailer Ulta Beauty Inc (NASDAQ: ULTA) reported a third-quarter earnings beat Thursday, but sales missed estimates by $75 million. Cosmetic Industry Weakness Buy-side expectations have come way down on Ulta, leading the company to deliver a surprise earnings beat amid worsening macro...

Gap Inc (NYSE: GPS) shares are moving higher one day after reporting a third-quarter earnings beat, despite seeing all three of its main segments deliver negative comps. Wells Fargo With Gap’s third-quarter outlook and CEO departure pre-announced earlier in the month, analyst Ike...

TJX Companies Inc (NYSE: TJX) shares are falling one day after the retailer reported a third-quarter earnings beat. Morgan Stanley  Analyst Kimberly Greenberger said she sees off-price share gains from department stores, specialty and discount retailers continuing. “Off-price...

Stitch Fix Inc (NASDAQ: SFIX) shares were plummeting Wednesday after the online styling service delivered a fourth-quarter sales miss. KeyBanc A Long-Term Believer  Investments in data scientists and the U.K. will drive some near-term profit and loss pressure, but KeyBanc Capital...

Gap Inc (NYSE: GPS) hosted its investor day on Thursday, announcing the ambitious plan to open 800 Old Navy stores despite seeing a downturn in the business. Morgan Stanley: Mind The Gap Morgan Stanley analyst Kimberly Greenberger said the eventual Gap-Old Navy separation details creates key...

L Brands Inc (NYSE: LB) hosted an analyst day this week, and much of the focus was on the embattled Victoria’s Secret brand. The company provided a longer-term goal for the brand to achieve 10-15% operating margins. BofA Stays Sidelined  The margin goal is unrealistic given changes in...

Are new tariffs on Chinese goods the Grinch who will steal Christmas? Nearly six out of 10 people surveyed by Coresight Research said they are concerned tariffs will boost the prices of holiday goods, CNBC reported. Survey Results Coresight Research surveyed 1,784 U.S. consumers in August, and...

Gap Inc (NYSE: GPS) shares are falling after reporting a second-quarter sales miss. Gap CEO Art Peck said the company was facing a difficult competitive environment after all three divisions of the company delivered negative comps. Fixable, But Waiting For Signs Morgan Stanley analyst Kimberly...

Urban Outfitters, Inc. (NASDAQ: URBN) reported a second-quarter earnings beat and 5% comp growth at the core Urban Outfitters brand while Free People and Anthropologie comps were up 6% and 3%, respectively. Here is a summary of how some of the Street's top analysts reacted to the print. Wells...

The top-line performance and overall direction of Fossil Group Inc’s (NASDAQ: FOSL) business continue to be concerning, according to Wells Fargo. The Analyst Ike Boruchow maintained an Underperform rating on Fossil Group with an unchanged $8 price target. The Thesis Following weak...

Farfetch Ltd (NYSE: FTCH) has announced the launch of its business on JD.Com Inc (NASDAQ: JD) in China about six months ahead of schedule.   The Analysts Wells Fargo’s Ike Boruchow maintained an Outperform rating on Farfetch with an unchanged $32 price target. Bank of America...

Stitch Fix Inc (NASDAQ: SFIX) shares were surging one day after reporting a surprise third-quarter earnings beat. Here's what two analysts had to say after the print.  KeyBanc Capital Markets  Stitch Fix’s results were impressive on an absolute basis, but were even more...

Canada Goose Holdings Inc (NYSE: GOOS) reported Wednesday fiscal fourth-quarter results, which prompted a 30-percent plunge in the stock. Should investors be buyers of the dip? The Street debates what's next for the Canada-based company. The Analysts Wells Fargo's Ike Boruchow maintains a...

Embattled L Brands Inc (NYSE: LB) is having a good week: shares of the retailer were up 12.84 percent at the close Thursday after the company reported a first-quarter sales beat the day before.  Victoria’s Secret continues to be a drag on L Brands results, with same store sales down 5...

Fossil Group Inc (NASDAQ: FOSL) shares were surging Thursday after the watchmaker beat consensus estimates in its first-quarter report.  The loss per share of 42 cents beat the estimate for a 60-cent loss, and sales of $465 million outperformed a $456.1-million forecast.  Experts...