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TLRD

Tailored Brands

$22.47

0.82 (3.79%)

, AMZN

Amazon.com

$1,932.92

5.335 (0.28%)

09:21
08/29/18
08/29
09:21
08/29/18
09:21

Tailored Brands shares now 'extremely cheap,' says Jefferies

Jefferies analyst Randal Konik says that while the CEO's retirement after recent share underperformance "doesn't look good optically and a preliminary 2Q comp would have helped," shares of Tailored Brands (TLRD) are "extremely cheap." Investors need to think through last night's release, Konik tells investors in a research note titled "Getting A New Tailor While Guidance Shows Biz Stable." Management changes can be good while Tailored is insulated from Amazon.com (AMZN) disintermediation and the job market and fashion trends provide upcoming catalysts, the analyst contends. He keeps a Buy rating on Tailored Brands with a $40 price target.

TLRD

Tailored Brands

$22.47

0.82 (3.79%)

AMZN

Amazon.com

$1,932.92

5.335 (0.28%)

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    Sep

TLRD Tailored Brands
$22.47

0.82 (3.79%)

05/14/18
JEFF
05/14/18
UPGRADE
JEFF
Buy
Tailored Brands upgraded to Buy from Hold at Jefferies
05/14/18
JEFF
05/14/18
UPGRADE
Target $40
JEFF
Buy
Tailored Brands upgraded to Buy from Hold at Jefferies
As previously reported, Jefferies analyst Randal Konik upgraded Tailored Brands to Buy from Hold with a $40 price target, telling investors in a research note that the company is on a path toward sustainable fundamental improvement and its legacy balance sheet issues are now behind it. Konik sees opportunities in custom clothing as well as a recovery in JoS. A Bank towards prior productivity levels.
06/04/18
JEFF
06/04/18
NO CHANGE
Target $40
JEFF
Buy
Jefferies recommends Tailored Brands after Jos. A. Bank deep dive
Jefferies analyst Randal Konik says a deep dive into Tailored Brands' Jos. A. Bank business, which represents more than 20% of sales, left him increasingly confident in the sustainability of the brand's recovery. Data show Bank's marketing and merchandise initiatives are taking hold, while significant upside remains given productivity levels that are well-below peak and Men's Warehouse, Konik tells investors in a research note. He reiterates a Buy rating on Tailored Brands with a $40 price target.
06/14/18
JEFF
06/14/18
NO CHANGE
Target $40
JEFF
Buy
Tailored Brands earnings pullback a buying opportunity, says Jefferies
Jefferies analyst Randal Konik recommends using the post-earnings pullback today in shares of Tailored Brands as a buying opportunity. With stock having a strong run year-to-date, expectations into the print were somewhat elevated, Konik tells investors in a research note. JoS. A. Bank comps and gross margin were a touch light, but transactions are up, custom is growing, inventory is lean, and the balance sheet is cleaned up, the analyst contends. He sees improving sales trends, share gains, margin expansion and accelerating free cash flow generation benefiting shareholders with a two year view. Konik keeps a Buy rating on Tailored Brands with a $40 price target.
AMZN Amazon.com
$1,932.92

5.335 (0.28%)

08/27/18
MSCO
08/27/18
NO CHANGE
MSCO
Equal Weight
Walmart battle with Amazon set to escalate, says Morgan Stanley
Morgan Stanley analyst Simeon Gutman believes Walmart's (WMT) battle with Amazon (AMZN) is about to intensify and he views its ability to counter Amazon's challenges as the key long-term debate on the stock. He believes Walmart shares are pricing in a continuation of 2-3% comps over the next few years with 40% e-commerce growth and improving e-commerce profitability, but he fears this may not be sustainable. He keeps an Equal Weight rating on Walmart shares, stating that to make him more bullish Walmart needs to show sustained top-line strength in both channels and to become more bearish he'd have to see U.S. EBIT margins contract more than he expects.
08/28/18
WBLR
08/28/18
NO CHANGE
WBLR
Outperform
Amazon upgrading printers to Kornit's new HD technology, says William Blair
Based on information from the Pennsylvania Department of Environmental Protection, William Blair analyst Brian Drab believes Amazon (AMZN) is upgrading Kornit printers that were already installed in its Pennsylvania textile printing facility to Kornit's new high definition print engine and also laying the groundwork to expand the facility from a maximum of 48 machines to 72 machines. In a research note titled "As Far as We Can Tell, Amazon Really Likes Kornit," Drab says Kornit's valuation is attractive given his expectation for about 20% revenue growth and margin driving greater than 30% earnings growth going forward. He points out that Amazon recently applied for two new air-quality permits and also submitted an application to expand capacity at its Pennsylvania facility from 48 printers to 72 printers. This is clearly a step toward upgrading the existing fleet of machines in the Pennsylvania facility to the HD technology Kornit introduced in early 2018, the analyst contends. He believes Amazon's e application for 72 printers is likely to be approved given it is essentially an addendum to previous permits. Drab estimates that an incremental 24 printers would likely generate about $10M in revenue for Kornit. He keeps an Outperform rating on the shares.
08/29/18
MSCO
08/29/18
NO CHANGE
Target $2500
MSCO
Overweight
Amazon price target raised to $2,500 from $1,850 at Morgan Stanley
Morgan Stanley analyst Brian Nowak expressed increasing confidence that Amazon's rapidly growing, high margin revenue streams - namely advertising, AWS, and subscriptions - will drive higher profitability and continue to push up consensus estimates. He has not made any changes to his estimates, but raised his price target on Amazon shares to $2,500 from $1,850 to reflect its improving business mix and his belief that the new target more accurately represents the company's long-term potential earnings power. In his new sum-of-the-parts model, Nowak values core retail at about $625B, values the AWS cloud business at roughly $375B, values Prime subscriber revenue at $100B and values the advertising business at $125B. He maintains an Overweight rating on Amazon shares, which closed yesterday at about $1,933 per share.
08/29/18
KEYB
08/29/18
NO CHANGE
KEYB
KeyBanc sees plenty of room for both Amazon, Roku given TV advertising TAM size
KeyBanc analyst Evan Wingren notes The Information has reported that Amazon's (AMZN) IMBD subsidiary is working on a free, ad-supported streaming service, which sounds similar to what Roku (ROKU) is doing with The Roku Channel. The analyst says he has long expected this to be part of Amazon's advertising strategy and that it would be announced at some point. Given the size of the TV advertising TAM that has not yet transitioned to streaming, Wingren sees "plenty of room for both companies to operate this strategy" for the foreseeable future and be successful. Overall, the analyst believes Amazon has the potential to create a very compelling value proposition to advertisers with good execution.

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EQM

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DAL

Delta Air Lines

$57.10

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SPDR S&P 500 ETF Trust

$290.73

-0.36 (-0.12%)

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S&P 500

$0.00

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ARCE

Arco Platform

$0.00

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KMX

CarMax

$75.87

-0.01 (-0.01%)

20:25
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AINC

Ashford

$75.95

-11.75 (-13.40%)

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ANAB

AnaptysBio

$94.68

-7.25 (-7.11%)

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SF

Stifel Financial

$53.96

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I

Intelsat

$27.08

4.365 (19.22%)

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SKY

Skyline

$30.88

0.66 (2.18%)

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KB Home

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ZUMZ

Zumiez

$27.00

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ROST

Ross Stores

$97.54

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TJX

$110.33

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MediciNova

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PVH Corp.

$140.00

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GOOS

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