SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Speculating in Takeover Targets
CTG 7.950+1.3%3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (5671)11/29/2019 11:26:56 AM
From: richardred  Read Replies (1) of 6087
 
RE-DLTH speculation-There's going to be a looser!(Heightened speculation)

To: robert b furman who wrote (5553)9/27/2019 10:22:26 AM
From: richardred Read Replies (1) of 5672
Hi Bob: I think the brand definitely appeals to many baby boomers to, like your friends. I think the nutty Duluth commercials created brand awareness among all clothing buyers. I also think the newer generation is liking doing more outdoor activities like hiking. For this brand to thrive it must appeal to all generations. Hopefully more than the Stitch Fix model. This most definitely is a contrarian pick. I still think the stock has takeover appeal as long as the brand goes to a bigger company who can bring cost down. IMO many founders will sell if they know their company goes into strong hands where workers will keeps jobs through growth and expansion of the brand. I Hypothetically mentioned Amazon, but IMO VF Corp. Northface/Timberland ect. fits quite nicely to. I once owned Champion Products of Rochester which was acquired by Sara Lee/ Hanes. Warren Buffett bought my Russell athletic. He also bought Fruit of the Loom earlier. However nobody bought my Starter corp and it went bankrupt. Nike & Under Armor lead the pack in sports wear. Nike has been on a tear of late. In clothing Champion and Russell Brands IMO are tired brands. Nike and Under Armor are more modern and have better carrying power. I'm just thinking, eventually Duluth can carve out a building a more profitable niche with a parent.



P.S.

Hopefully more women will like their flannel pajamas on a cold winter night. :+ )


Timberland Owner VF Corp. Is 'Looking Hard' for More Acquisitions



BY Brian Sozzi Follow |
10/20/14 - 12:55 PM EDT |




NEW YORK ( TheStreet) -- VF Corp. ( VFC) announced relatively strong third-quarter earnings and full-year guidance on Monday amid of sea of warnings from retailers in recent weeks, headlined by dismal accounts by J.C. Penney ( JCP) and Walmart ( WMT) . To keep the good times rolling, the owner of Timberland and North Face brands may be on the verge of making a splash via a major acquisition.


thestreet.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext