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$COH 4Q15 Q&A: Payson of Barclays asked about positive consumer response in North America stores. Victor said, approx. 50% of the skews in the outlet channel are new designs from Stuart. Andrea added that COH is seeing an increase in avg. ticket in factory over last two quarters, driven by Stuart product, which is outperforming vs. COH assortment.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.
$NFLX a monster move, going up. Expect making some money on Monday.