$EXPR really ran up despite continues bad results/guidance. Earnings tomorrow.
The product is bad and expensive. That style of fashion has a headwind. Cash flows steadily dropping. Leases are the hidden liability.
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What specifically do the fast fashion brands do differently? I don't know how Uniqlo does it, but they have much higher quality at a third the price of
$EXPR. Not even in the same ballpark, I think.
Generally (excluding Ralph Lauren collared shirts), what will sell season to season is highly unpredictable, so the fast fashion companies make smaller runs of everything until they see a winner. Early high sales are a consistent indicator of season-long high sales, so after
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Seeing a positive signal they bet big. They’ve set their supply chain to be as fast possible. In some cases they’ll buy huge amounts of fabric in advance and just make different designs with it until one hits. They don’t make orders with factories, they instead book production
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Thanks for the input. Despite not being into stock investing, you've got really great insights.
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