Fundamental Research
Luxury, Apparel & Footwear
L to R: Sam Lee, Omar Saad, Holli Hanley,
Vick Mohan
Coverage Universe
1913.HK
9983.JP
ADS.GR
ANF
BRBY.LN
CFR.VX
COH
DECK
FL
FOSL
GES
GPS
HBI
HMB.SS
ITX.SM
JNY
KORS
LTD
LULU
MC.FP
NKE
PP.FP
PUM.GR
PVH
RL
ROST
TIF
TJX
UA
UHR.VX
URBN
VFC
ISI’s Luxury, Apparel & Footwear Team, headed by Omar Saad, focuses on providing actionable investment ideas and proprietary research on Luxury and Softline stocks. Omar has been covering the sector since 2002, and provides clients with an edge by providing timely and differentiated analysis and key market insights through his unique global brand approach.
The team’s research relies on extensive fundamental analysis which includes company visits, management meetings, field trips and discussions with industry experts. Omar also works very closely with ISI’s Macroeconomic, Retail Hardlines and Real Estate teams in order to provide clients with relevant context for his ideas.