John Kernan

Puma AG Rudolf Dassler Sport (OTC: PMMAF) remains one of the hottest brands in athletic apparel. The German sportswear brand finished its fiscal year with strong brand momentum after surpassing the 2 billion-euro sales mark for the first time, but the company issued a conservative EBIT outlook...

Outdoor and footwear brands exhibited strength in the fourth quarter, and the positive trend appear to have continued into Q1. VF Corp (NYSE: VFC)'s stock seems undervalued ahead of the Jeanswear segment spin-off into Kontoor Brands, according to Cowen. The Analyst Cowen’s John...

Under Armour Inc (NYSE: UAA) shares rose after the apparel maker reported a surprise fourth-quarter earnings beat. Still, several Wall Street analysts said in research reports that they're are unconvinced that Under Armour is an attractive buy.  Wedbush Discouraged By Demand,...

Skechers USA Inc (NYSE: SKX) reported Thursday afternoon with a strong fourth-quarter earnings report and encouraging first-quarter guidance. Here's how the Street reacted to the footwear company's print and outlook.  The Analysts Cowen's John Kernan maintains a Market...

Columbia Sportswear Company (NASDAQ: COLM) shares were higher by more than 15 percent Friday after the apparel retailer announced a fourth-quarter earnings beat, superior guidance and a $200-million buyback after Thursday's close.  Earnings per share came in at $1.63 on sales of...

Callaway Golf Co (NYSE: ELY) shares were falling more than 5 percent Thursday despite the golf equipment maker's fourth-quarter earnings and sales beat the previous day.  The company reported weak first-quarter and FY19 earnings guidance, likely sending shares lower. RayJay Stays Neutral...

Two disruptive change agents in retail are under-appreciated: rapidly rising costs in the supply chain and technology that's enabling competition to scale at rapid rates, according to a Jan. 22 report from Cowen.  With fashion trends changing faster than ever, aided by social media...

Tommy Hilfiger and Calvin Klein parent company PVH Corp (NYSE: PVH) is among the most recommended clothing stocks in the sector and faces expectations from the Street that are too high, according to Cowen. The Analyst Cowen's John Kernan downgraded PVH from Outperform to Market Perform with a...

Not everyone is loyal to the Swoosh, but Nike Inc (NYSE: NKE) won a fan in Cowen this week on a booming product cycle and conservative guidance. The Rating Cowen analysts John Kernan, Krista Zuber and Jared Orr upgraded Nike to Outperform and raised their price target from $80 to $90. The Thesis...

Consensus estimates remain conservative heading into VF Corp (NYSE: VFC)'s third-quarter report, according to a new analyst report. The Analyst Cowen analyst John Kernan maintains an Outperform rating on VF Corp and lowered his price target from $106 to $95. The Thesis In December, VF Corp...