Specialty Retail

September 06, 2010

Buy ($175)

Topics covered: Late Fall Shopping Peak, International Retail Platforms, Discounting Pressures, Denim Price Wars, Clean Teen Inventories, Cautious Consumer Spending, Back-to-School and Holiday Inventory Levels

Companies covered: ChinaCast Education Corporatio, ATA Inc. (NASDAQ:ATAI), Apollo Education Group, Inc. (NASDAQ:APOL), New Oriental Education & Technology Group, Inc. (NYSE:EDU), DeVry Education Group Inc. (NYSE:DV), Columbia Sportswear Company (NASDAQ:COLM), Walmart Inc. (NYSE:WMT), Urban Outfitters, Inc. (NASDAQ:URBN), United Parcel Service, Inc. (NYSE:UPS), Target Corporation (NYSE:TGT), Timberland Co., Ralph Lauren Corporation (NYSE:RL), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), Macy's Inc (NYSE:M), La-Z-Boy Incorporated (NYSE:LZB), Hot Topic Inc., Gap, Inc. (The) (NYSE:GPS), Guess?, Inc. (NYSE:GES), FedEx Corporation (NYSE:FDX), Costco Wholesale Corporation (NASDAQ:COST), Coach, Inc. (NYSE:COH), BJ's Wholesale Club Inc., Aeropostale Inc (NYSE:ARO), ANN INC. (NYSE:ANN), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), bebe stores, inc. (NASDAQ:BEBE), Wet Seal Inc., Warnaco Group Inc., PVH Corp. (NYSE:PVH), Perry Ellis International Inc. (NASDAQ:PERY), J. Crew Group, Inc., Fossil Group, Inc. (NASDAQ:FOSL), Cambium Learning Group, Inc. (NASDAQ:ABCD)