Signet Makes Progress
We think the shares are undervalued as the market focuses on the short term.
Paul Swinand
Paul Swinand is an equity analyst for Morningstar, covering department stores, luxury retailers, and sports apparel and footwear companies. Before joining Morningstar in 2010, he was an equity analyst for Stephens Inc. for four years, where he covered specialty retailers and consumer leisure and sporting goods companies, and spent six years in management consulting.
Swinand holds a bachelor’s degree from the University of Massachusetts and a master’s degree in business administration from Northwestern University’s Kellogg School of Management.
Latest
Tiffany Shines On
Near-term demand has weakened, but the jeweler's wide moat is intact.
We See Some Positives for Sporting Goods
Competitors' store closures should help Dick's, which we think is undervalued.
Ralph Lauren's on the Sale Rack
We think the current stock price more than compensates for the risks.
A Sale in Luxury Apparel
With its strong portfolio of brands and potential for growth in Asia, narrow-moat Ralph Lauren may reward long-term investors.
Swatch’s Long-Run Advantages Remain
China Volatility and the strong franc are worries, but the Apple threat is distant as new product demand suggests rekindled interest in Swiss watches.
Kohl's Long-Term Strategies Are Making Progress
New merchandise from national brands and focus on customers are gaining traction with consumers.
Nike Does It Again
As much as the company impresses us, we think investors have already accounted for strong results.
A Luxury Bag at a Bargain
Coach's fiscal first-quarter sales and earnings reflect an on-track brand relaunch; shares are still below fair value.
2 Global Luxury Stocks at Non-Luxury Prices
Despite short-term headwinds, Swatch Group is well-positioned to outperform its competitors, and LVMH's diversification should steel it against sector downturns.
Growth Game's Not Over for This Sporting Goods Retailer
Dick's has steadily improved returns in a competitive industry.
This Premium Label's on the Sale Rack
We see long-term value for Ralph Lauren despite management's reduced outlook.
These Stocks Sport Widening Moats
Many names in the consumer goods sector have the luxury of competitive advantages, and several firms have positive moat trends.
Swatch's Time Has Come
Poised to focus more resources on its own brands and further invest in production technologies, Swatch Group should see margins continuing to expand.
Coach Widens the Playing Field
The brand's quality and price should resonate with global consumers, particularly in Europe.
Under Armour's Overvalued
Our view of the brand is only getting more positive, but market expectations outstrip ours.
Settlement Doesn't Dim Tiffany's Sparkle
Premium pricing through branding, marketing, and design provides a wide economic moat.
JCP Transformation Still Needed After CEO Departure
Although we continue to hold out hope that the no-moat retailer can turn around, we believe that this latest move increases uncertainty and adds additional management distractions at a critical time, says Morningstar’s Paul Swinand.
J.C. Penney's Turnaround Should Work, but We See Only Limited Near-Term Improvement
There could be compelling upside, but it's not without risk.
We Think Under Armour Is Overvalued
This sportswear maker is a high performer, but its shares are breaking a sweat.
What's in Store for Retail?
Later-economic-cycle department stores still have upside despite low growth.