Laurent Vasilescu

Nike Inc (NYSE: NKE) shares are down despite reporting a first-quarter beat that has the company on track to do roughly $40 billion in sales in 2019. The Analysts Weigh In Stifel analyst Jim Duffy said Nike’s first quarter was a strong start to the year that showcased acceleration in...

Under Armour Inc (NYSE: UAA)'s stock lost around 50 percent of its value throughout 2017 and one notable Wall Street analyst sees the stock's woes continuing in 2018. The Analyst Macquarie Research's Laurent Vasilescu downgraded Under Armour's stock from Neutral to...

Macquarie maintains its Outperform rating on Ralph Lauren Corp (NYSE: RL) after the company named former Coach Inc (NYSE: COH) Chief Financial Officer Jane Nielsen as Ralph Lauren's new CFO. The appointment is said to be a good move, as both companies are global in nature and are undergoing...

Macquarie’s Laurent Vasilescu believes that the footwear and apparel industry is looking toward automation to mitigate the rising labor costs, and Nike Inc (NYSE: NKE) is leading this “manufacturing revolution.” Vasilescu reiterated an Outperform rating on the company, with a...

Nike Inc (NYSE: NKE) is up roughly 18 percent over the past 12 months, a little more than 1 percent over the last three months, and analysts like the name. Goldman Sachs, Barclays and Credit Suisse all maintained their ratings on the stock following its recent earnings results, with Buy, Overweight...

Shares of Nike Inc (NYSE: NKE) have appreciated 38.51 percent year-to-date, touching a high of $134.33 on November 27. Several top analysts recommended buying the stock, while one preferred to remain on the sidelines. The analysts believe that “Santa came early” for Nike this...

Shares of Macy's, Inc. (NYSE: M) plummeted to new 52-week lows of $39.75 on Wednesday after the company reported a downbeat third quarter and also lowered its full year outlook. Macy's stock hasn't dipped below the $40 per share mark since February 2013. With shares trading...

Labor costs accounts for 20–30 percent of total manufacturing costs for several footwear and apparel manufacturers. Annual wage hikes of 10-15 percent have pushed manufacturers out of China and into other cheaper labor countries like Vietnam. Macquarie Capital analysts noted that labor costs...

This year’s weather patterns indicate another cold winter ahead. Macquarie believes that winter clothing makers are the best way to trade the cold winter. The firm prefers VF Corp (NYSE: VFC) over Columbia Sportswear Company (NASDAQ: COLM) and Deckers Outdoor Corp (NYSE: DECK). The vast...

Following Macy’s, Inc. (NYSE: M) Q2 earnings report, Macquarie analyst Laurent Vasilescu released a report breaking down the takeaways from Macy’s quarter and what shareholders should be watching for next. Overall, Macquarie maintains its bullish outlook for the retailer. Asian...