Fossil Group, Inc. (NASDAQ:FOSL)

CAPS Rating: 4 out of 5

The Company is a design, development, marketing and distribution company that focus in consumer fashion accessories.

Results 1 - 20 of 66 : 1 2 3 4 Next »

Recs

0
Member Avatar CellBlock9 (92.66) Submitted: 11/13/2014 9:36:14 PM : Outperform Start Price: $108.20 FOSL Score: +0.42

S & P 5 star,109.81

Recs

0
Member Avatar dreamjob (80.85) Submitted: 10/21/2014 8:22:53 PM : Outperform Start Price: $101.01 FOSL Score: +2.61

This one looks just too cheap to ignore. Earnings quality looks good, high management return on capital, and free cash flow is strong. Debt is manageable, and sales continue to grow. I don't like retail (clothing / accessories), but I'll take a flier on this one.

Recs

0
Member Avatar kkconway (99.27) Submitted: 10/20/2014 12:03:09 PM : Outperform Start Price: $96.75 FOSL Score: +4.63

With unemployment finally under 6% after 5 years in the stratosphere, we can hope that retailers like FOSL will start to see business pick up. FOSL is priced for anemic growth, so even if it just turns better, the ticker should see a decent pop. We can hope for a rocket like chart if folks return to shopping like it's 1999.

Recs

0
Member Avatar learnedall (43.98) Submitted: 9/12/2014 4:10:20 PM : Underperform Start Price: $103.46 FOSL Score: -2.57

Digital watches, notably apple's watch, spells trouble for fossil's long term prospects, as well as other watch companies that aren't high end premium brands. Digital watches easily supplant low end watches just by pure functionality.

Recs

1
Member Avatar tidehunter (< 20) Submitted: 6/5/2014 5:27:04 AM : Outperform Start Price: $104.94 FOSL Score: -1.98

KORS is 22% of its topline and growing. 1Q14 sales growth was in line with consensus. As long as management can keep costs in line - look for another full-year earnings beat.

No reason for FOSL to trade at COH multiples when it is still growing sales.

Share buybacks to provide comfort against the threat of the iWatch - but don't forget, FOSL is creating their own smartwatch with Google.

Recs

0
Member Avatar freecapital (72.70) Submitted: 2/18/2014 3:09:59 AM : Outperform Start Price: $120.88 FOSL Score: -21.24

rob

Recs

0
Member Avatar rknapton (< 20) Submitted: 8/26/2013 7:50:39 PM : Outperform Start Price: $115.28 FOSL Score: -30.38

Long. Grew revenues 11% last quarter and earnings by 18%, so decently valued at 16x forward estimates.

Recs

1
Member Avatar TMFRedRaider (66.84) Submitted: 4/17/2013 2:32:37 PM : Outperform Start Price: $92.26 FOSL Score: -13.90

-ROE is excellent with low debt
-Insulated from the ever-changing fashion industry as they are a lifestyle brand and focus on accessories
-Vertically integrated
-Great track record of bolt-on acquisitions, not to be confused with acquiring for growth

Recs

0
Member Avatar FOOLIN7 (82.46) Submitted: 4/5/2013 3:20:00 PM : Outperform Start Price: $92.77 FOSL Score: -15.01

SS#16

Recs

0
Member Avatar johnrobi (< 20) Submitted: 2/25/2013 12:55:18 AM : Outperform Start Price: $101.90 FOSL Score: -27.51

Fossil's management has performed masterfully. This is a situation where a management team with reputation for brilliance is running a business with great economics, as WB might say. The growth numbers speak for themselves. More notably, the company has foresight to pinpoint future headwinds such as the expiration of licensing agreements. The firm has made strategic bolt-on acquisitions in sourcing and distribution. This will further enable them to control costs and renew licensing agreements that will result in maintained margins. Further, the company has recognized the need for brand trust within foreign markets and further established their European footprint with the Skagen acquisition. When you buy Fossil, you buy into the growth of companies like Michael Kors, for whom Fossil produces watches and jewelry.Their moat is widening. Valuation is scary, but with much more room to grow, it is worth buying for the long-term. I am confident more watches will be sold, in aggregate, five years from now and I think there is a high probability that Fossil will increase its share of this growing pie.

Recs

0
Member Avatar 2008Rehab (20.54) Submitted: 9/8/2012 8:55:01 AM : Outperform Start Price: $85.84 FOSL Score: -15.20

They make nice watches.

Recs

1
Member Avatar NHWeston102 (64.35) Submitted: 7/27/2012 5:58:14 PM : Outperform Start Price: $76.05 FOSL Score: -4.55

No dinosaurs at Fossil. If you can afford just a little bling, then Fossil's your thing.

Recs

0
Member Avatar MiguelCouto (< 20) Submitted: 7/13/2012 5:08:53 AM : Outperform Start Price: $66.00 FOSL Score: +12.51

Good past performance after 2008/2009 crisis

Recs

0
Member Avatar spliao (67.18) Submitted: 5/9/2012 1:37:57 PM : Outperform Start Price: $78.78 FOSL Score: -11.84

around $80 is a pretty good bargain price for a solid company.

Recs

0
Member Avatar Mliaom (45.82) Submitted: 5/8/2012 2:37:46 PM : Outperform Start Price: $78.75 FOSL Score: -12.39

whoa..

Recs

0
Member Avatar SHICEL (71.17) Submitted: 3/31/2012 9:06:27 PM : Outperform Start Price: $132.86 FOSL Score: -64.29

chart looks good

Recs

0
Member Avatar Keekers44 (67.60) Submitted: 9/3/2011 12:41:05 PM : Outperform Start Price: $90.71 FOSL Score: -59.53

I am a fan of Fossil watches and other products. I think they have a good outlook.

Recs

0
Member Avatar mopoff (< 20) Submitted: 9/2/2011 12:16:54 PM : Outperform Start Price: $95.35 FOSL Score: -58.52

HG

Recs

0
Member Avatar GinaSB (73.43) Submitted: 8/11/2011 2:54:39 PM : Outperform Start Price: $88.87 FOSL Score: -52.28

Earnings growth.
TTM ROE = 27.22.
Total Debt to Equity ratio = 0.01
CEO with company in some form since 1988, owns stock.

Recs

1
Member Avatar TMF1000 (99.72) Submitted: 8/5/2011 3:00:04 PM : Outperform Start Price: $112.36 FOSL Score: -72.42

My caps price is 112.36 which gives them a PE ratio of 27.41. This isn't so high considering their TTM sales grew 41.4% to $2.17 billion. TTM earnings were $4.10 up 75% from last year. In the past, they have been hurt by recessions and I think that is why the price has dropped from their high of the year of $134.98. I think they will march right back up in time.

The real driver of growth in my opinion is their direct to consumer segment. They have 362 stores.
Jennifer Pritchard retail division president said, “Our objective is to be as big as we can be.” Over 50% of new fossil stores will be in Europe as will half of their accessory stores. Growth has been excellent there and there is less competition.

They reported in their last quarter that their Direct to Consumer sales rose 28%, driven by a comp store sales increase of 21.3%. If they can continue that pace, the holiday season should be a very good one.

They make excellent cash flow - TTm cash flow was $156.68 or $2.42 per share
They have about $355 million in cash and $9 million in debt

They report on August 9, 2011. I think it will be a good report

Results 1 - 20 of 66 : 1 2 3 4 Next »

Featured Broker Partners


Advertisement