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4 Trends in Apparel Retail

Morningstar retail analyst Bridget Weishaar discusses the main drivers of performance in the sector and shares several picks.

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Bridget Weishaar: As the fourth-quarter earnings wind down, we look into 2015 and see four key drivers for performance. In the apparel retail sector, our top picks continue to be Gap (GPS), PVH (PVH), and VF Corp (VFC).

So, the four things that we are looking for in 2015 include an easing in the spend of the lower-income consumer. The wallet has been very tight in this demographic, and we are finally seeing signs of her starting to spend some of the excess money that she is getting from lower gas prices, better employment rates, and slight wage increases.

Bridget Weishaar does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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