Cramer's Smart Fashion Stocks
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Date updated:05-31-2007

From 5-31-07:

"Is the intellectual property of apparel, the brand of apparel, beginning to win out over the stores that sell it?

That's what I am pondering as I watch Ralph Lauren (RL) and VF Corp. (VFC) go up endlessly, even as the stores that sell the products go sideways or down.

Now, with the incredible new products from Ralph Lauren -- including this American initiative at Penney's (JCP) and the Chaps work at Kohl's (KSS), I am beginning to believe that the power, the gross margin, is shifting in Lauren's favor. It has already shifted to VF courtesy of its excellent proprietary brands and its jettisoning of its commodity bra brand, which can be so-called "footballed" by the retailers.

symbol name last price % change open
  • +
  • RL
    Ralph Lauren Polo
  • $77.99
  • +0.35%
  • $77.41

That's why Ralph Lauren is up huge today. This transference could lead to much, much bigger gains than we have seen from these two players. I said on Wall Street Confidential that it would not shock me to see these stocks go up 30 to 40 points over time as this trend is recognized.

People owning RL also tend to own: BENCSCOIWOVLZMATNVSNWS

TheStreet.com Rating: B What is this?

  • +
  • VFC
    V F Cp
  • $74.47
  • -0.11%
  • $73.81

That's why Ralph Lauren is up huge today. This transference could lead to much, much bigger gains than we have seen from these two players. I said on Wall Street Confidential that it would not shock me to see these stocks go up 30 to 40 points over time as this trend is recognized.

People owning VFC also tend to own: ACRNXEUROXEWNHNZICHCXIFNING

TheStreet.com Rating: B What is this?

  • +
  • JCP
    Penney J C Co Hol
  • $30.52
  • +0.66%
  • $30.54

No Analysis added

People owning JCP also tend to own: AAPLADBEBBYCMCSAGOOGMDTORCL

TheStreet.com Rating: C What is this?

  • +
  • KSS
    Kohls Cp
  • $56.68
  • +1.30%
  • $55.68

No Analysis added

People owning KSS also tend to own: BBBYCCSCOGEINTCMSFTPFE

TheStreet.com Rating: B What is this?

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