Michael Kors Holdings (NYSE:KORS)

CAPS Rating: 3 out of 5

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Member Avatar RedandBlack (98.95) Submitted: 7/16/2014 9:30:18 PM : Underperform Start Price: $81.54 KORS Score: -1.08

Margins are unsustainable; Mkt cap : FCF is over 30; this is likely to go lower in the next year

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Member Avatar TMFJMo (69.14) Submitted: 7/16/2014 1:40:42 PM : Underperform Start Price: $81.24 KORS Score: -1.78

The writing may be on the wall with this one. The thinking that if Coach loses then Kors wins is flawed. Kors is discounting just like Coach and really, if they have an outlet store then it's not a luxury brand. Every great quarter Kors posts means the hurdle is that much higher the next year. This one may be the victim of its own success starting this next earnings go-round. Time will tell, but it's a high price for a cheery consensus.

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Member Avatar CellBlock9 (90.89) Submitted: 7/15/2014 9:42:39 PM : Outperform Start Price: $77.85 KORS Score: +6.25

S & P 5 star, 79.44

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Member Avatar don1941t (68.14) Submitted: 6/23/2014 12:44:05 AM : Underperform Start Price: $88.59 KORS Score: +7.65

overhyped

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Member Avatar rlaj30 (< 20) Submitted: 6/17/2014 10:17:15 PM : Outperform Start Price: $95.32 KORS Score: -14.98

26

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Member Avatar tiomiguel (63.07) Submitted: 6/16/2014 4:32:30 PM : Outperform Start Price: $90.50 KORS Score: -10.62

Consistent quarterly earnings momentum
Consistent and strong long-term earnings growth
Strong relative price strength and price momentum

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Member Avatar lepera347 (87.74) Submitted: 6/12/2014 8:35:34 AM : Outperform Start Price: $94.88 KORS Score: -14.49

Great growth story, low valuation, and much more reliable play in retail compared to individual stores.

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Member Avatar Foolish1836 (36.24) Submitted: 6/6/2014 4:23:04 PM : Outperform Start Price: $94.35 KORS Score: -13.64

Wildly successful designer brand.

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Member Avatar TMFPencils (99.81) Submitted: 6/3/2014 10:57:44 AM : Outperform Start Price: $93.98 KORS Score: -14.82

I tend to shy away from retail and fashion companies, but there is no denying that Michael Kors is a phenomenal business. The company is growing like nuts, has a reasonable valuation considering quick growth and cash flow generation, and shows little signs of slowing down anytime soon. Here are a few reasons why I am rating this outperform today:

** Over the past four years the company's free cash flow production increased an average of 68.02% annually to $418.22 million in fiscal 2013. In the past year alone free cash flow increased 84.67%.

** Chairman and CEO John Idol has been with the business since 2003. Michael Kors remains with the business as honorary chairman and chief creative officer. Many of the top executives have been with the business since 2003 or 2004 -- this executive experience is noteworthy especially considering just how successful they have been building and expanding the Michael Kors brand.

** Margins are improving. Fiscal 2013's profit margin was 19.98%, up from 9.03% in fiscal 2010.

** This significant improvement in margins came at the same time when sales were increasing at an average annual pace of 42.48% between fiscal years 2010 and 2013.

** The company has increased earnings, as measured by EPS, by an average of 81% annually over the past four years.

All of this for a P/E of 29.17 and a P/S of 5.81 strikes me as very reasonable. Michael Kors has proven to be a fantastic business up to this point and I see little reason for that to suddenly change. Outperform.

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Member Avatar Aeyzaguirre (< 20) Submitted: 5/25/2014 5:06:56 PM : Outperform Start Price: $98.02 KORS Score: -19.17

Reasonably priced merchandise for the yuppies of today.

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Member Avatar bordereiver (31.78) Submitted: 4/16/2014 11:19:21 AM : Outperform Start Price: $89.46 KORS Score: -14.36

Just got back from several weeks in Asia, and was pleased to see KORS being treated as a player, right along with Gucci etc. I was worried the US base would hurt them (rather than Europe) might hurt, but I saw lots of KORS bags being bought.

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Member Avatar zsilver (67.73) Submitted: 4/11/2014 9:19:52 AM : Outperform Start Price: $88.99 KORS Score: -15.59

lifestyle

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Member Avatar MFBriguy (99.87) Submitted: 3/9/2014 9:18:54 PM : Outperform Start Price: $98.41 KORS Score: -21.21

RB, SN Pick

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Member Avatar IBDvalueinvestin (99.68) Submitted: 2/28/2014 12:39:48 PM : Outperform Start Price: $98.97 KORS Score: -22.19

Cant stop women from shopping

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Member Avatar 1stPrincipleFool (24.03) Submitted: 2/25/2014 11:08:41 AM : Outperform Start Price: $100.58 KORS Score: -24.47

Offerings resonating with shoppers, consistently exceeding expectations

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Member Avatar marisaheather (< 20) Submitted: 2/20/2014 6:24:48 AM : Outperform Start Price: $97.79 KORS Score: -23.35

Expansion to Europe and Asia..All income levels wear MK.

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Member Avatar Kimer62 (46.66) Submitted: 2/8/2014 1:19:33 PM : Outperform Start Price: $93.53 KORS Score: -18.15

Growth like no other, kicking COH butt!

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Member Avatar grankh (70.68) Submitted: 2/6/2014 5:48:23 PM : Outperform Start Price: $77.74 KORS Score: -6.41

This is a real-life holding of mine.

Over the past 7 quarters, sales have grown at an annual compound growth rate of about 20%. EPS growth over those 7 quarters has averaged an annual compound growth rate of about 25%. The pre-tax profit margin has been growing over the past 4 years and the earned-on-equity has grown over the past 3 years. The company has no long-term debt. The P/E is below historic averages. The company does not pay a dividend. The PEG ratio is a little high, at 1.25, but not outrageous.

I think that this stock could return over 13% annually on a compound basis, so not too bad. We shall see if this stock will return what I think it can.

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Member Avatar KRedfern (< 20) Submitted: 2/4/2014 10:34:32 PM : Outperform Start Price: $88.38 KORS Score: -19.61

After this quarter it seems that they have everything they need to keep rolling. Impressive that they have blow out numbers when the rest of the community is hurting. Isn't that the definition of "rule breakers"

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Member Avatar TMFMojoMan (67.88) Submitted: 1/30/2014 10:14:51 AM : Outperform Start Price: $80.07 KORS Score: -7.64

My Recency + Exposure Theory

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