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Search resuls for: "Cowen's John Kernan"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBullish on the consumer despite slow traffic at the start of November, says TD Cowen's John KernanJohn Kernan, TD Cowen managing director and retail analyst, joins 'Money Movers' to discuss how important Chinese exposure is for retail companies, how to distinguish between retail winners and losers, and much more.
Persons: Cowen's John Kernan John Kernan, TD Cowen
Lululemon's risk is to the upside, says Cowen's John Kernan
  + stars: | 2024-06-05 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLululemon's risk is to the upside, says Cowen's John KernanCowen’s John Kernan, joins 'Closing Bell' to discuss Lululemon ahead of the company reporting after the bell.
Persons: Cowen's John Kernan Cowen’s John Kernan
Though studies on the topic are hard to come by, anecdotal evidence points to a continued love for casual and comfortable items exiting the pandemic. The two stocks have diverged this year: Lululemon shares have advanced nearly 20%, while Nike shares have slid 7%. The majority of Wall Street views the stock favorably, with more than 70% of analysts rating it a buy or strong buy, according to Refinitiv. Deckers' shares are up 39% in 2023. DECK 5Y mountain Deckers shares over the last half decade Analysts see more upside ahead.
Persons: comfort's, Simeon Siegel, Ashley Owens, ONON, BMO's Siegel, Cowen's John Kernan, Baird, Jonathan Komp, Bank of America's David Roux, Roux, Hoka, Raymond James, Rick Patel, Patel, Jay Sole, Sole, — CNBC's Michael Bloom Organizations: Wall Street, BMO Capital Markets, Companies, Street, Lululemon, Nike, Bank of America's, UBS
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