Subject: Re: LULU
I have no interest in investing in LULU myself, but it has
made me think of which clothing companies have delivered
decent returns to investors:
- Nike (the most obvious outlier)
- Ralph Lauren (RL)
- TJX (not a pure apparel play, but resilient in tough times)
- Deckers Outdoor Corporation (DECK)
As opposed to brand companies that have been struggling:
- GAP
- LEVI
- Abercrombie & Fitch Co (ANF)
And for a non-US company, Zara (owned by Inditex) seems to be
very popular where I live in Europe.
-Rubic