So, Comps Blew-What to Buy Now?
Hi bunnies! Your Talented Blonde has had her nose the grindstone, but as always–I scuff up my Jimmy Choos at the Mall in the name of Fashion. So here’s the deal. Comps suck- you don’t me to tell you that. So what to do now? Buy smart- listen to the blonde girl. Here are some names that are so fabulous they don’t even GIVE COMPS. I did some channel checks and I am LOVING Burberry (BRBY). Check out my video here at the street.com TV.
Look, Coach (COH) is dead. Masstige is getting its A$$ kicked, so go uber-luxe. Burberry looks amazing, is working the whole Bondage in Fashion thing– (now that I have your attention). The fabulous Christopher Bailey picked up where Rose Marie Bravo left off–taking this heritage brand and sexing it up–and its working! Studs, Bondage corsets with buckles, Gladiator spiked heels, High shine Patent Leather boots, bags, and shoes– hell, event the iconic trench was sexed up with a wasp-waist fit! Forget Britain– Burberry looks more Berlin or Amsterdam! And its accessories biz was +35% on its 2Q sales report. So– SOMEONE IS buying handbags– they just aren’t buying them at COH!
Also, you cannot deny J. Crew (JCG). This store is the best looking store in the Mall for holiday. You can say what you want about sweaters, blablablalba, but Mickey is doing everything right here. The store POPS with color, not just red and green– but EVERYTHING. It’s a party–and you’re invited. Special guest: your wallet.
And as you know, The Talented Blonde still loves tech as fashion stories like AAPL, CROX, UA, and LULU! This is the new aspirational luxury, people. UA is more like COH, and less like a Champion. I’m tellin ya—I was at the booth in Vegas at MAGIC—I met with Management—wait till (CROX) apparel rolls out. The stock will spike and those that sold short will be hosed. I still like (KSS) and TGT here too! You heard it here first. Now go back to your bloomberg– I’m done with you!
Filed by admin at November 8th, 2007 under Conjecture, COH, AAPL, LULU, BRBY, TGT, Burberry, KSS, JCG, Footwear, teen retail, love it, Same Store Sales, athletic apparel, CROX, DENIM, fashion

Yo Blondie - I don’t know about the stock, but the sales chick at the Burberry’s store in Athens was smokin’ hot! I could tell she was hot for me, but I played it totally cool and didn’t try to pick her up. (I would have broke her heart anyway.)
Crocs apparel?? Oh yeah, I can’t wait for their fascinating take on the relaxed polo with the little alligator logo.
Crox shorts hosed? I don’t think so darlin’! Single digits baby.
Comment by Short Ideas — November 9, 2007 @ 9:21 am