Consumer: Apparel, Footwear & Textiles 2008 AART
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Consumer: Apparel, Footwear & Textiles 2008 AART

After spending the past two years in second place, Robert ­Drbul, who moved to Barclays Capital after it acquired Lehman Brothers last month, returns to No. 1. Second team: Kate McShane Citi. Third team: Omar Saad Credit Suisse.

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Robert Drbul


Robert Drbul Barclays


SECOND TEAM


Kate McShane Citi


THIRD TEAM


Omar Saad Credit Suisse


RUNNERS-UP


Robert Samuels ­ JPMorgan


After spending the past two years in second place, Robert ­Drbul, who moved to Barclays Capital after it acquired Lehman Brothers last month, returns to No. 1. “Robert has a great sense for what extraneous factors can mean for his companies, which has proven extremely helpful in this volatile and rapidly changing economic environment,” says one client. Drbul, 37, has been bullish on Nike since February 2007, saying the Beaverton, ­Oregon–based footwear giant’s international sales, especially in ­China ahead of the 2008 Summer Olympics in Beijing, would offset any downturn in the U.S. market. Nike’s share price had run up 23.3 percent from Drbul’s recommendation through mid-­September. During the same period the sector fell 12.5 percent. ­Citi’s Kate ­McShane, who debuts in second place, ­“doesn’t do the same old New York walk around and report on the trends there — she gives a balanced take on what clients are buying everywhere,” notes one impressed investor. ­McShane downgraded Columbia Sportswear Co. to sell in April, at $45.67, on the belief that rising prices of raw materials would adversely affect the Portland, ­Oregon–based apparel maker’s profits. The stock had slipped 8.3 percent, to $41.88, as of mid-­September. Newcomer Omar Saad finishes third. The ­Credit ­Suisse analyst initiated coverage of ­Polo Ralph ­Lauren Corp. way back in 2005 with a buy recommendation and has consistently highlighted the call, most recently in January. Shares of the New York–based fashion designer had climbed 41.2 percent from Saad’s reiteration through mid-­September.


Return to The Best Analysts of the Year


Return to Rankings


Related

Clients say Brian Tunick, who captures the crown for a third consecutive year, provides a “fresh and realistic take on ­what’s going on,” says one invesor.
Repeating in first place is Colin McGranahan of Sanford C. Bernstein & Co., dubbed by one portfolio manager as “the go-to man if you want to know the numerical impact of an issue.”
The “finest consumer analyst on the Street” is how one port­folio manager describes David Adelman of Morgan Stanley, who tops the sector for a sixth year in a row.
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