Lululemon Attempts To Reinvigorate Its Interrupted Growth Model
In this series, we’ll provide an overview of Lululemon Athletica, its financials (including its latest quarterly results), and its strategies.
Retail & Wholesale
Market Realist tracks the latest news on stock performance, acquisitions, and earnings in the retail and wholesale sectors.
Must-know: Tiger Global Management’s holdings in 3Q14
Tiger Global Management’s holdings included 48 stocks during the third quarter. The size of the fund’s US long portfolio fell slightly from $7.8 billion to $7.5 billion.
Tyson Foods Pork Biz In The Top Three
The Tyson Foods Pork segment processes live hogs into primal, sub-primal cuts, case-ready pork ready to be sold at retail stores, and fully cooked products.
Under Armour revenues and retail presence
Wholesales represented 68% of Under Armour revenues in 2013. As a category, however, DTC sales have increased steadily over the years.
The Cogs In The Under Armour Supply Chain
Under Armour: Sourcing, manufacturing, and distribution decisions Under Armour, Inc. (UA) manufactures virtually nothing in-house. Production is outsourced to third-party manufacturers overseas. This is common practice in the apparel industry among companies including the The Gap, Inc. (GPS) and Fossil, Inc. (FOSL). These companies are held by the Consumer Discretionary Select Sector SPDR ETF (XLY), as are United Armour, or […]
Soros Fund Management opens a new position in Marathon Petroleum
George Soros’ Soros Fund Management added a new position in Marathon Petroleum (MPC) that accounts for 0.45% of the fund’s 1Q 2014 portfolio.
Must-know basics of Simon Property Group’s spinoff REIT, Spinco
Spinco will have one of the largest, most diversified portfolios of strip centers and malls in the United States. It will hold a total of 98 assets.