COH posts
FeedPosted Feb 23rd 2011 3:00PM by Trefis (RSS feed)
Filed under: Coach Inc (COH)
Coach (COH) is a leading American marketer of luxury lifestyle handbags and other fashion accessories for both men and women. It is one of the most well-known accessories brands in the U.S. and also maintains a presence in select international markets. Coach competes with other premium apparel and accessories players like Polo Ralph Lauren (RL), Liz Claiborne (LIZ), and AnnTaylor (ANN), as well as high-end brands like Louis Vuitton, Hermes, Gucci and Prada.
We have previously discussed the potential upside to Coach from expansion in China and the increasing popularity of its "affordable luxury" brand image. (see Could Coach Replicate its Japanese Market Success in China?) However, Coach's shares sold off post earnings even as Coach beat expectations, largely because gross margin remained flat and failed to meet expectations. It seems that the market is not ready to pay more for Coach right now.
Continue reading Sizing Up Coach's Downside
Posted Jan 3rd 2011 11:40AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Intel (INTC), General Motors (GM), Alcoa Inc (AA), Boeing Co (BA), Boston Scientific (BSX), Tiffany and Co (TIF), Coach Inc (COH), Office Depot (ODP), Staples Inc (SPLS), BP p.l.c. ADS (BP), Under Armour'A' (UA), Tyson Foods'A' (TSN), Analyst Initiations, Urban Outfitters (URBN)
Analyst Upgrades
- Boeing (BA) to overweight from neutral at JPMorgan.
- Alcoa (AA) to buy from hold at Deutsche Bank.
- BP (BP) to outperform from market perform at Raymond James.
- Office Depot (ODP) and Staples (SPLS) to buy from neutral at Janney Capital.
- ON Semiconductor (ONNN) to buy from hold at Citigroup.
- Kennametal (KMT) and Polyone (POL) to buy from hold at KeyBanc.
- Airgas (ARG) to outperform from market perform at William Blair.
- EchoStar (SATS) to neutral from underperform at Macquarie.
Continue reading Analyst Calls: AA, BA, BP, BSX, COH, GM, INTC, NSM, STJ, TIF, TSN, UA ...
Posted Nov 3rd 2010 4:45PM by David Fried (RSS feed)
Filed under: Newsletters, Coach Inc (COH), Family Dollar Stores (FDO), Stocks to Buy, Stock Picks
Our recommendations at The Buyback Letter currently focus on a collection of five stocks that we believe, as a group, will outperform the market this month. So far, we have done well. Our Buyback Premium Portfolio is beating the S&P 500 by more than 68% since its inception (August 2, 2000). The portfolio is up 47.53% since inception versus a decline of 20.64% in the S&P 500 over the same time frame. For the month of September 2010, The Buyback Premium Portfolio gained 12.38% vs. a gain of 8.76% in the S&P 500.
So what's our New Premium Portfolio Recommendation? On October 1, we issued a sell recommendation on two stocks Coach (COH) and Health Net (HNT) at market. Now, we recommended using the proceeds and available cash to buy equal dollar amounts of the following two stocks at market:Family Dollar (FDO) and American Financial Group (AFG).
Continue reading Two Stocks That Could Profit from Buybacks
Posted Oct 27th 2010 11:40AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Motorola (MOT), Coach Inc (COH), Gap Inc (GPS), Abercrombie and Fitch (ANF), Under Armour'A' (UA), Analyst Initiations
Analyst Upgrades
- BB&T (BBT) was upgraded to buy from neutral at Janney Montgomery.
- Amylin (AMLN) was upgraded to outperform from market perform at Leerink.
- Wells Fargo upgraded Morton's Restaurant (MRT) to outperform from market perform.
- Check Point (CHKP) was upgraded to overweight from neutral at HSBC.
- Deutsche Bank upgraded Excel Maritime (EXM) to buy from hold.
- JinkoSolar (JKS) was upgraded to buy from hold at Auriga.
- Piper Jaffray upgraded Compellent (CML) to overweight from neutral.
- BofA/Merrill upgraded Crane (CR) to buy from neutral.
- Goldman upgraded Wisconsin Energy (WEC) to conviction buy from buy and American Electric (AEP) to buy from neutral.
- Motorola (MOT) was upgraded due to increasing carrier support by MKM Partners.
- Under Armour (UA) was upgraded to buy from neutral at Sterne Agee.
Continue reading Analyst Calls: ANF, BBT, COH, GPS, JCG, KKR, MOT, OSG, UA, UBS, WEC ...
Posted Oct 26th 2010 4:00PM by Jon Ogg (RSS feed)
Filed under: Apple Inc (AAPL), Ford Motor (F)

Stocks fought on and off all day over whether they were going to close up or down, and the red or black verdict was one that was not easy to predict until immediately before the closing bell. Europe was soft on
earnings. A positive confidence number was not enough to send shares remarkably higher.
Here were today's closing bell levels:
Dow Jones 11,169.46 +5.41 (0.05%)
S&P 500 1,185.65 +0.03 (0.00%)
Nasdaq 2,497.29 +6.44 (0.26%)
Top Analyst CallsContinue reading Closing Bell: Ignoring Europe's Lead (OI, NTRS, AAPL, MSFT, COH, ZRAN, F, LXK)
Posted Oct 4th 2010 12:40PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Coach Inc (COH), Stocks to Buy
"Our recommendations center on a collection of five stocks that we believe, as a group, will outperform the market this month; our portfolio is beating the S&P 500 by more than 58% since its inception in 2000," notes David Fried.
The editor of The Buyback Letter explains, "High-end accessories retailer, Coach (COH), is a new addition to this portfolio.
"The company is a leading American marketer of fine accessories and gifts for women and men. Even in a struggling economy, apparently luxury sells, as long as you're stocking the right premium products.
Continue reading Coach (COH): A 'Buyback' Favorite
Posted Apr 13th 2010 2:40PM by Joseph Lazzaro (RSS feed)
Filed under: Coach Inc (COH), Stocks to Buy

Coach Inc. (
COH), which I first wrote about on April 13, 2009 at a price of $18.22, is in a commerce sweetspot:
Coach, a leading designer and marketer of high-quality accessories, is bucking the 'frugal consumer' trend in the U.S. via its lucrative niche: 'accessible luxury.'
If you bought COH in April 2009, you're up more than 100%. If you didn't, don't fret: there's more upside ahead with Coach.
Continue reading Coach Is in an Uptrend
Posted Mar 5th 2010 10:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Coach Inc (COH), Stocks to Buy

"Coach (
COH) is primarily known for its luxury handbags. The company also sells leathergoods, business cases, travel accessories, footwear, watches, outerwear, scarves, sunwear, jewelry, fragrance, and related accessories," says Geoffrey
Seiler.
The editor of
BullMarket.com points out, "At the end of 2009, Coach had 343 retail stores and 118 factory stores in North America. It also had 163 shops in Japan and 37 in China."
Continue reading Coach (COH): A Fashionable Investment
Posted Jan 23rd 2010 3:10PM by Trey Thoelcke (RSS feed)
Filed under: Google (GOOG), General Electric (GE), McDonald's (MCD), International Business Machines (IBM), Blockbuster Inc 'A' (BBI), American Express (AXP), Coach Inc (COH), Xerox Corp (XRX)
Here are some highlights from this past week's earnings coverage on BloggingStocks:
- American Express Co. (AXP) doubled its bottom line in Q4 while its provisions for losses fell.
- Blockbuster Inc. (BBI) warned of weakness in Q4 and lowered its guidance, sending shares lower.
- Coach Inc. (COH) better-than-expected Q2 earnings were accompanied by sales growth, but shares fell.
- Comerica Inc. (CMA) posted a smaller-than-expected Q4 loss, sending shares to a 52-week high.
- CSX Corp. (CSX) posted Q4 earnings that topped estimates but its revenue fell short of expectations.
Continue reading Earnings Highlights: American Express, Coach, GE, Google, IBM, McDonald's ...
Posted Jan 20th 2010 2:40PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Coach Inc (COH)

Coach (
COH) is a mystery to me today. I thought the numbers from its latest quarter were pretty good. And yet, the stock sells off. That alone is not so mysterious; heck, it happens all the time. What makes it so strange for me is I've covered so many other retailers that post awful numbers and then go on to see a big bid. Hey, that's the market, right?
Anyway, Coach said total sales increased 11% in the second quarter. North American same-store sales advanced over 3%. Earnings came in at 75 cents per share, 8 cents better than last year's income stat. Earnings.com says Wall Street was looking for 72 cents per share.
Continue reading Coach Sells Off on a Decent Quarter
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