Michael Kors Holdings (NYSE:KORS)

CAPS Rating: 4 out of 5

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Member Avatar PrototypeZ (26.10) Submitted: 12/30/2015 2:08:33 PM : Underperform Start Price: $40.22 KORS Score: -25.70

Theory test: Poor performers for 2015 will continue to be poor performers in 2016

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Member Avatar TonyTheTiger323 (56.43) Submitted: 11/16/2015 10:49:48 AM : Outperform Start Price: $39.10 KORS Score: +27.77

xmas time!

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Member Avatar TwitterPollPort (48.28) Submitted: 11/16/2015 9:53:46 AM : Underperform Start Price: $39.38 KORS Score: -26.98

Because Twitter said so: https://twitter.com/TMFJMo/status/665172973377163264

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Member Avatar CMFCochrane (39.02) Submitted: 11/10/2015 12:05:21 AM : Outperform Start Price: $46.00 KORS Score: +13.01

As an investment, KORS has several attractive qualities despite its obvious flaws:

1) Extremely Attractive Valuation. Currently Coach (COH), another struggling and much more mature luxury retailer, sports a P/E of 23.92. Ralph Lauren’s P/E is 21.37. Burberry’s P/E is 18.38. Kate Spade’s P/E is over 30! Now, I’m not saying these P/Es are or are not deserved. I just see no reason why KORS should be trading at half their peers’ valuation. IMHO, while KORS undoubtedly deserved to come off of its highs from a couple of years ago, the market vastly overreacted creating a great buying opportunity for patient investors.

2) Founder and Creative Director Michael Kors. I believe almost all companies’ histories reveal something important about their business. In this case, I believe it shows Michael Kors’ burning passion in life is fashion or, more specifically, designing clothes. While researching this report, I’ve come across several anecdotes driving this point home. These anecdotes ranged from how Michael helped design his mother’s wedding dress when he was still five to how he designed and sold clothes out of his parents’ basement as a teen. Are these stories true? I couldn’t tell you. What I do know is that everything in his life seems to have revolved around designing his own clothes even at remarkably young ages. Indeed Kors found incredible success doing so while in his early 20s.

This helps me trust that Kors, as the Chief Creative Officer, will not miss out on trends or make clothes that are out of fashion or that won’t appeal to contemporary tastes. He has designed clothes through numerous fashion cycles and has always been successful doing so.

3) Brand Recognition and Marketing. KORS has nearly become synonymous with high-end fashion, especially in the fashion accessory market. The accessories product category has been the fastest growing product category in the global luxury goods industry and a segment which they have aggressively pursued from the company’s beginning.

For publicity, KORS has managed to find a number of low cost ways to market their brand and products. The company hosts semiannual runway shows to highlight new products. They have had several celebrities sport their clothes on red carpets, including Halle Berry, Angelina Jolie, Blake Lively, Penelope Cruz, Jennifer Lopez, Michelle Obama, Gwyneth Paltrow, the Duchess of Cambridge, and Cate Blanchett. And Michael Kors himself has found ways to remain in the public eye as a fashion icon, like judging ten seasons on the Bravo/Lifetime series Project Runway.

4) Macro Trend Tailwinds. While they face several shorter-term headwinds (smaller average purse size, foreign currency exchange, etc.) management believes larger macro tailwinds are at the company’s back. These include a growing global accessory market, emerging middle classes in foreign countries, and multi-format retail operations, including a robust online presence and strategically-placed retail locations.

More growth in mature European economies is still possible. There are huge avenues of growth available in China, Japan and the rest of Asia.

Management understands the importance of e-commerce and is currently making the necessary investments to be a leader in that space for years to come.

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Member Avatar cbwang888 (26.49) Submitted: 11/6/2015 12:10:00 PM : Outperform Start Price: $43.12 KORS Score: +18.87

Value Stock

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Member Avatar thequast (91.98) Submitted: 10/12/2015 6:32:51 PM : Outperform Start Price: $41.71 KORS Score: +18.62

Any stock that is significantly profitable, trading for around 10x earnings, with over ten percent of its market cap in cash, no debt, and buying back about ten percent of its shares is nearly a no brainer buying opportunity.

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Member Avatar DAMBIXR20 (51.33) Submitted: 9/26/2015 4:59:40 AM : Outperform Start Price: $42.24 KORS Score: +12.39

Magic

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Member Avatar justinr (68.41) Submitted: 9/5/2015 4:56:14 AM : Outperform Start Price: $44.83 KORS Score: +7.78

Beaten down quality fashion house

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Member Avatar MFoolWorley (41.65) Submitted: 8/4/2015 3:32:32 PM : Outperform Start Price: $38.56 KORS Score: +32.76

Still much-loved by the masses. Retail worries overblown.

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Member Avatar Johnwalsh99 (< 20) Submitted: 7/28/2015 3:05:10 PM : Outperform Start Price: $39.02 KORS Score: +31.28

I invested in KORS and MU and both are great stocks with fantastic growth potential and financials . I proved this by buying these stocks at (MU) $18.00 and (KORS) $39.15 both now trade at $19.90 and $39.45 this proves that MU especially rose in value by 10% in one day alone and KORS also did well so I am pleased to announce these two winners.

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Member Avatar Orthonormal (93.34) Submitted: 7/25/2015 12:26:31 AM : Outperform Start Price: $39.12 KORS Score: +29.70

Magic Formula 6/15/2015

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Member Avatar TMFTycoon (62.59) Submitted: 7/15/2015 12:41:20 PM : Underperform Start Price: $42.96 KORS Score: -20.08

I think the trend is shifting toward less logos.

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Member Avatar StockMarketKid13 (59.64) Submitted: 6/21/2015 9:17:02 PM : Outperform Start Price: $46.84 KORS Score: +10.83

Way Underpriced

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Member Avatar Acorn17 (81.10) Submitted: 6/18/2015 4:59:30 AM : Outperform Start Price: $46.70 KORS Score: +10.88

Very low forward P/E (10 as of now). Comps declining slightly 2% but still growing footprint and revenues are up over all. As long as comps don't take a dive, they can grow profits by increasing store count and if they can turn comps around then major upside.

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Member Avatar TMFbelle (74.31) Submitted: 6/17/2015 10:47:03 AM : Underperform Start Price: $46.67 KORS Score: -10.61

Fierce competition in the "affordable luxury" market seems to have caught up to Kors. It may be difficult for the brand to regain the popularity it once had among consumers, which we all know are very fickle. New "up and coming" brands including Tory Burch (not publicly traded) may be taking away the cake from Kors. Cant see a clear picture or where the company may be in 5 years considering the intense industry in which it operates.

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Member Avatar JonWest88 (41.59) Submitted: 6/16/2015 1:42:54 AM : Outperform Start Price: $47.08 KORS Score: +8.91

Recent second time pick from proven source, we'll see, huh?

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Member Avatar bat3 (60.35) Submitted: 6/2/2015 2:58:42 PM : Outperform Start Price: $48.54 KORS Score: +6.93

stock took a recent hit that was disproportionate to the news. report revealed expected short term declines and stock still outperformed company expectations. strong brand recognition and desirable products at high profit margin should still be very good into the near future. not sure it will hold 5 years but i think it will rebound in a big way within the year. good stock at a cheap price.

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Member Avatar Kimer62 (25.18) Submitted: 6/2/2015 1:49:00 PM : Outperform Start Price: $48.58 KORS Score: +7.10

value premise, out of favor

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Member Avatar bkinvest (62.60) Submitted: 5/29/2015 11:39:49 AM : Outperform Start Price: $45.91 KORS Score: +12.81

Good Entry Point. One thing I know from being married 23 years and from observation is that women usually own more than one purse and are willing to pay a premium price to have a brand named purse or accessory such as Michael Kors or Coach. The current earnings release wasn't good which is fine because I think long term...so a good value/growth stock at this price. Also will recommend Coach as well. Splitting money amongst the two.

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Member Avatar kkconway (99.35) Submitted: 5/27/2015 7:26:15 PM : Outperform Start Price: $41.74 KORS Score: +21.25

There's no accounting for taste, but Kors should recover some from their hideous descent of May 2015.

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