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2021-06-16

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Cowen names its top retail stocks as the sector ‘roars back’

Retail is bouncing back as economies reopen following the coronavirus pandemic, say analysts at inve

Cowen names its top retail stocks as the sector ‘roars back’

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCowen names its top retail stocks as the sector ‘roars back’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/cowen-names-its-top-retail-stocks-as-the-sector-roars-back.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Retail is bouncing back as economies reopen following the coronavirus pandemic, say analysts at investment bank Cowen, who picked stocks in the sector that are most likely to maintain this momentum.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/cowen-names-its-top-retail-stocks-as-the-sector-roars-back.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KSS":"柯尔百货","MYTE":"MYT Netherlands Parent B.V.","AEO":"美鹰服饰"},"source_url":"https://www.cnbc.com/2021/06/16/cowen-names-its-top-retail-stocks-as-the-sector-roars-back.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1174706157","content_text":"Retail is bouncing back as economies reopen following the coronavirus pandemic, say analysts at investment bank Cowen, who picked stocks in the sector that are most likely to maintain this momentum.\nIn a June 8 note entitled “Retail roars back!,” Cowen summarized some key insights for the sector after speaking with management from a number of retailers.\nA major trend the analysts cited was confidence that firms would be able to maintain their reopening momentum into the second half of the year.\n“The great wardrobe refresh” would help with this, they said, as more people returned to the office and had the opportunity to attend events and travel. They expected this to extend “into the back-to-school season as kids returning to school will be a catalyst for many parents to return to the office.”\nThe growing influence of younger shoppers was also important, the Cowen analysts said, with retailers leaning into the values most important to this group of consumers, such as body positivity, having a purpose beyond profit and sustainability.\nWith these insights in mind, Cowen analysts ranked their “top conviction” retail stocks which they expect to outperform the market.\nFarfetch\nBritish-Portuguese online luxury fashion retail platform Farfetch was at the top of Cowen’s “Top Conviction Stocks” list.\nThe analysts, led by Oliver Chen, said the online luxury fashion market would continue to have strong momentum, even with physical stores re-opening, as consumers continue to prefer to shop online.\nThey expected New York-listed firm Farfetch to benefit from this trend, particularly given its launch on Alibaba-owned Chinese online retail platform Tmall in March.\nMYT Netherlands Parent BV\nThe U.S.-listed German holding company, MYT Netherlands Parent BV, which owns luxury fashion e-commerce business Mytheresa, was second on the analysts’ list.\nThey continued to like Mytheresa’s curation of fashion line edits and said an increase in its exclusive events for VIP customers would “fuel growth across regions, especially in Europe.”\nIn a note deep-divingin to the stock, published in February, Cowen analysts highlighted that Mytheresa’s curation and content strategy made it “un-Amazonable.”\nFor instance, it has created campaign videos, fashion films and music videos for brands, particularly for exclusive capsule collections. Fashion designer Stella McCartney created an exclusive capsule collection of 11 pieces for Mytheresa, for example.\nAmerican Eagle Outfitters\nU.S. stock American Eagle Outfitters came third on Cowen’s list, partly due to its continued “body positivity innovation” at its women’s clothing brand Aerie. In addition, they anticipated that Aerie’s activewear range, OFFLINE, would help drive sales and attract new customers into the second half of 2021.\nThe analysts said American Eagle Outfitters was their “top back-to-school pick.” They expected the business to benefit from a return of the “denim cycle,” which is used to describe a longer-term shift in styles.\nKohl’s\nCowen’s analysts believed the back-to-school season would mean strong business for U.S. department store Kohl’s, which it ranked fourth on its “Top Conviction” list.\nIn addition, they pointed to Kohl’s partnership with cosmetics chain Sephora, which was announced at the end of last year. The first 200 “Sephora at Kohl’s” locations are set to open in the fall.\nKohl’s has also focused on using more sustainably-sourced cotton, polyester and other fabrics.","news_type":1,"symbols_score_info":{"AEO":0.9,"FTCH":0.9,"KSS":0.9,"MYTE":0.9}},"isVote":1,"tweetType":1,"viewCount":1916,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}