|Last Price$52.17||Day Change (%)1.30%|
|Open Price$51.50||Day Change ($)0.67|
|Day Range50.96–52.67||52-Week Range47.33–89.38|
As of Fri 2/5/2016 5:43:00 PM | USD
Williams-Sonoma WSM CEO Ed Mueller has announced his retirement from the company, effective July 14. While we did not see this news coming, Mueller's departure does not concern us, given the company's deep and experienced senior management team. Our fair value estimate remains $39 per share. ...
Slower long-term growth in China is probably an economic reality.
Fed policy uncertainty, the global macroeconomic picture, and e-commerce competition could curb recent consumer cyclical stock momentum.
Cost Plus' CPWM lousy third-quarter results were in line with our expectations. Our fair value estimate remains $9 per share. Third-quarter net sales rose 7.3%, thanks to new store openings, as comparable-store sales, or comps (sales at stores open at least a year), dropped 1.3%. While the comp ...
The U.S. economy is in decent shape, but we are being even more selective given recent outperformance.
As macro headwinds mount, we would look for a larger valuation discount among consumer cyclical names.
Tough comparisons from 2011 plus stiffer price competition will translate to about 3%-4% growth in holiday sales this year, says Morningstar's director of consumer equity research.