Cherokee Inc.

Company Details:

Company Symbol: CHKE
Sector: Apparel Retail
Company Rating:
URL: http://www.thecherokeegroup.com

Related Research

  • 06/12/17 Morning Note B. Riley AM Note: BRKS, CHKE, DCO, DHX.B, KTOS, MPAA, ON; Semi. Cap. Equipment & Semiconductors (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 05/18/17 Morning Note B. Riley AM Note: AMAT, CHKE, EVLV, FC, HIBB, SSI, VRS, VSAT, XCRA
  • 05/12/17 Update CHKE ($8.16, Neutral; $9.00 PT): Partial: Q4 Financials & Conversion of Hi-Tec to Licenses; Challenges with Domestic Re-Launch; Newfound Visibility Appears Fleeting; Guidance Morphs; Lowering PT From $9.50 to $9.00
  • 05/12/17 Morning Note B. Riley AM Note: AOSL, CHKE, CYTX, DCO, DKS, FL, HIBB, IDCC, INPX (downgrade), INTC, MCFT, MRVL, ON, RELY, UFAB, VIVE, WYY
  • 04/13/17 Morning Note B. Riley AM Note: ACIA, CHKE, CNK; Optical Components (ACIA, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/10/17 Update Industry Update: Retail Apparel - Slow Start to Q1 w/Concerning Traffic; Downgrading: CHKE (Buy to Neutral; PT from $17 to $9.50), GES (Buy to Neutral; PT $17 to $13.50); DSW, TLYS Previews
  • 03/10/17 Morning Note B. Riley AM Note: ABTL, AKAM, BV, FNSR, III, LGF, NPTN, RDI, REIS (resuming coverage), UFAB (resuming coverage), WEYS, ZUMZ; Retail Apparel (CHKE (downgrade), DSW, GES (downgrade), TLYS)
  • 12/09/16 Update CHKE ($11.45, Buy; $17.00 PT): Q3 In Line with Pre-announcement; International Growing; Acquisition of Hi-Tec; Moving Parts During Transition/Integration; Revised Ests. Reflect Hi-Tec; Lowering PT From $20 to $17
  • 12/09/16 Morning Note B. Riley AM Note: AVGO, CHKE, CIEN, CTSO, DRAD, FNJN, FNSR, IDSY, LGF, LLNW, MEI, SMTC, VNCE; Footwear (BOOT, COLM, DECK, RCKY, VFC, WEYS)
  • 11/29/16 Morning Note B. Riley AM Note: AMSWA, CHKE, IDCC, IMAX, TIVO
  • 09/09/16 Morning Note B. Riley AM Note: ACLS, BOOT (downgrade), COTY, CHKE, FARM, FNSR, MCFT, RDI (initiation), VNCE, WMAR, ZUMZ
  • 09/09/16 Update CHKE ($11.27, Buy; $20.00 PT): Q2 Top Line Miss/Pro Forma EPS Beat; Focus on Ramp of New Licenses and a Substantial Potential Acquisition; Reducing Estimates and PT From $23 to $20: Maintain Buy
  • 09/07/16 Update CHKE ($10.80, Buy; $23.00 PT): Earnings Preview: Transitional Period Continues; Expect Q2 Roughly In Line, Looking for More Detail on New Wholesale Licenses; Consummating a Substantial Acquisition Remains in Focus
  • 09/07/16 Morning Note B. Riley AM Note: CHKE, IDCC, MCHP, MRVL, NSSC, NTRI, NWL, P, SPA, VNCE, ZUMZ
  • 07/15/16 Morning Note B. Riley AM Note: AMAT, AMC, AVGO, CHKE, CKEC, ELNK, INFN, ITI, LRCX, ROVI, SWKS; Consumer Products (AVP, CL, CLX, COTY, EL, FLWS, FTD, IPAR, JAKK, KMB, MAT, NWL, NTRI, PBH, PG, PRGO, RDEN, SBH, TUP), Internet (P, YHOO)
  • 06/10/16 Update CHKE ($14.40, Buy; $23.00 PT): Q1 Top Line Exceeded/EPS Fell Short on Higher SG&A (Largely Transitional Components); New Licensees’ Rolling Product to Hundreds of Doors Next YR; Lower Multiples Bode Well for Consummating an Acquisition; Reducing EPS Estimates and PT From $27 to $23: Maintain Buy
  • 06/10/16 Morning Note B. Riley AM Note: AMAT, APPS, CARB, CHKE, JCP, PCOM, PLXS, ROVI, STMP, WEB
  • 06/08/16 Morning Note B. Riley AM Note: BCOV, CHKE, IVAC, OXM, VNCE
  • 05/13/16 Update B. Riley & Co. May Focus List Update: ABTL, BV, CHKE, DKS, ISIL, KTOS, LITE, MCFT, NTRI, ROVI, TACT, TNAV, VVI
  • 05/04/16 Update B. Riley & Co. May Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI
  • 04/22/16 Morning Note B. Riley AM Note: BHE, CHKE, CLS, FLWS, GOOGL, IIVI, IMAX, IPAR, JAKK, MXIM, ON, PG, PII, PLXS, RCKY, SKX, UA, UTEK; EMS (FLEX, SANM)
  • 04/15/16 Update CHKE ($16.77, Buy; $27.00 PT): Q4 Top/Bottom Beat; Shift of Licenses Expected to Be Reflected in 1H CY 17; Inherently Limited Visibility During Transitional Period, New Licensees’ Emerging Retail Partners Being Lined Up; Diversifying Revenue Base; Reiterate Buy Rating and $27.00 PT
  • 04/15/16 Morning Note B. Riley AM Note: ACLS, AMAT, ASML, AVGO, CHKE, GDDY, GIG, INTC, LRCX, MRVL, NMRX, NTCT, SWKS, UTEK, WEB
  • 04/14/16 Morning Note B. Riley AM Note: CHKE, GUID, MRVL, MTSN, UTEK; Consumer Products (AVP, CL, CLX, COTY, EL, FLWS, FTD, IPAR, JAKK, KMB, MAT, NWL, NTRI, PBH, PG, PRGO, RDEN, SBH, TUP), EMS (CLS, BHE, PLXS), Exhibitors (AMC, CKEC, CNK, DLB, DWA, IMAX, LGF, MCS, NCMI, RGC)
  • 04/13/16 Update CHKE ($16.56, Buy; $27.00 PT): Earnings Preview: Ongoing Shift of Licenses Expected to Be Reflected in Near-Term P&L; Inherently Limited Visibility During Transitional Period, Focus Turning to Emerging Retail Partners for the New Cherokee Brand Wholesale Licensees; Diversifying Revenue Base; Maintain Buy
  • 04/01/16 Update B. Riley & Co. April Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV,
  • 04/01/16 Morning Note B. Riley AM Note: CKEC, FC, MRVL, MXIM, ROVI, SLAB, SWKS, VPG; April Focus List Update (ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI)
  • 03/01/16 Desk Report B. Riley & Co. March Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI
  • 02/25/16 Update B. Riley & Co. February Focus List Update: ABTL, CHKE, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TNAV
  • 02/23/16 Morning Note B. Riley AM Note: ABTL, AMC, AMSWA, AXTI, CHKE, CKEC, CSGP, GPX, HZO, IDCC, MWW, NEWP, NLS, RUBI, SHOO, VSAT
  • 02/23/16 Update B. Riley & Co. February Focus List Update: ABTL, BV, CHKE, IMAX, ISIL, KTOS, LITE, NTRI, TNAV
  • 02/22/16 Update B. Riley & Co. February Focus List Update: BV, CHKE, IMAX, ISIL, KTOS, LITE, NTRI, RUBI, TNAV
  • 02/12/16 Update B. Riley & Co. February Focus List Update: BV, CHKE, FLWS, IMAX, ISIL, KTOS, LITE, RUBI, TNAV
  • 02/05/16 Update B. Riley & Co. February Focus List: BV, CHKE, FLWS, IMAX, ISIL, KTOS, LITE, MWW, RUBI, TNAV
  • 02/01/16 Update B. Riley & Co. February Focus List Update: BV, CHKE, EMKR, FLWS, IMAX, ISIL, KTOS, MMW, RUBI, TNAV
  • 01/25/16 Update B. Riley & Co. January Focus List Update: CHKE, DMRC, EMKR, FLWS, GUID, IMAX, ISIL, KTOS, MMW, RUBI
  • 01/08/16 Morning Note B. Riley AM Note: ARC, AVP, CHKE, DMRC, FC, FINL, IMMR, JCP, NAME, WDFC
  • 01/04/16 Morning Note B. Riley AM Note: ACW, BOOT, COLM, DECK, DWA, IMAX, RCKY, SRI, UA, VFC, WWW; Box Office, January Focus List Update (CHKE, DMRC, EMKR, FTD, GUID, IMAX, ISIL, KTOS, MWW, RUBI)
  • 01/04/16 Update B. Riley & Co. January Focus List: CHKE, DMRC, EMKR, FTD, GUID, IMAX, ISIL, KTOS, MWW, RUBI
  • 12/11/15 Morning Note B. Riley AM Note: CAMP, CHKE, CIEN, CKEC, DMRC, FNSR, MAT, MEI, RLD, VNCE
  • 12/11/15 Update CHKE ($16.93, Buy; $27.00 PT): Despite revenues reflecting the ongoing shift in licenses, Q3 pro forma EPS was in line; cherry-picking better agreements with more diverse partners to replace TGT; setting up for sustainable growth; reiterate Buy
  • 12/10/15 Update CHKE ($16.90, Buy; $27.00 PT): Earnings preview: ongoing shift of licenses likely reflected in Q3; focus on replacement(s) for Target license- expecting new licensee(s) to be revealed early ’16; new acquisition of franchise business, new Europe license deal; diversifying revenue base; reiterate Buy
  • 12/10/15 Morning Note B. Riley AM Note: CHKE, CVU, DMRC, ELNK, EVOL, IMAX, VNCE, YHOO
  • 11/13/15 Update B. Riley & Co. November Focus List Update: CHKE, EMKR, FTD, GUID, IMAX, ISIL, KTOS, MWW, RUBI, SRI
  • 11/09/15 Update B. Riley & Co. November Focus List Update: CHKE, EMKR, FTD, GUID, ISIL, KTOS, MWW, RLD, RUBI, SRI
  • 11/02/15 Update B. Riley & Co. November Focus List: CHKE, EMKR, GUID, ISIL, KTOS, MWW, NTRI, RLD, RUBI, SRI
  • 10/20/15 Morning Note B. Riley AM Note: CHKE, FLEX, GIG, IDSY, IMAX, IPAR, KMB, NTRI, RGC, SWKS, TUP, TYL
  • 10/16/15 Morning Note B. Riley AM Note: CHKE, DMRC, FCS, GIG, MAT, NKE, TSMC, VPG; Internet (GOOGL, P, YHOO), The Weiser Consumer (AVP, MYL, NWL, PBH, PRGO, TUP)
  • 10/02/15 Morning Note B. Riley AM Note: ABTL, CAMP, CLX, EVOL, JAKK, LOV, ROG, SNDK, TYL; October Focus List (CHKE, EMKR, GUID, ISIL, KTOS, MWW, NTRI, RLD, RUBI, SRI), Hardlines (AMZN, BBY, CONN, EBAY, GME, HGG, NILE, ODP, OSTK, PYPL, SPLS)
  • 10/02/15 Update B. Riley & Co. October Focus List: CHKE, EMKR, GUID, ISIL, KTOS, MWW, NTRI, RLD, RUBI, SRI
  • 09/21/15 Update B. Riley Consumer Conference: Notes & Highlights
  • 09/21/15 Morning Note AM Note: CHKE, NCMI, RCKY, SHOO, SSI, ZUMZ
  • 09/11/15 Morning Note B. Riley AM Note: AVP, CHKE, FNSR, GUID, NKE, PRGO, RLD, UA, ZUMZ; B. Riley Consumer Conference Preview - Media & Entertainment
  • 09/11/15 Update CHKE ($16.29, Buy; $27.00 PT): Gratification delayed; shifting licenses create temporary pressure, but should ultimately benefit the P&L with better agreements/partners; opportunity to expand the Cherokee brand reach, as Target U.S. is replaced; lowering estimates and PT from $34.00 to $27.00; reiterate Buy
  • 09/10/15 Morning Note B. Riley & Co. AM Note: CHKE, CONN, FARM, KLIC, SPA, SWKS, ZQK, ZUMZ
  • 09/10/15 Earnings Preview CHKE ($24.82, Buy; $34.00 PT): Earnings preview: continued development with Argos, Sears Canada and Sports Direct; potential to acquire; P&L ramping next year; reiterate Buy
  • 09/01/15 Morning Note B. Riley & Co. AM Note: BV, CIEN, RLD, RUBI, TIVO; September Focus List: CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 09/01/15 Update B. Riley & Co. September Focus List: CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 08/03/15 Morning Note B. Riley & Co. Morning Notes: BC, BOOT, CNK, CVU, EMKR, IIVI, LOV, NEWP, NWL, OCLR, ODP, PCTI, PG, PII, PRGO, PRMW, RNWK; August Focus List (CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI), Semiconductors (EXAR, MCHP, NVDA), Semis & Cap Eqp (ACLS, BRKS, IVAC, KLIC, RTEC)
  • 08/03/15 Update B. Riley & Co. August Focus List: CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 07/31/15 Morning Note Morning Notes: AVP, AXTI, BCOV, CALD, CL, COHR, COHU, COLM, CROX, CSGP, DECK, ELNK, EVOL, GPX, GUID, IMMR, KLAC, KTCC, LLNW, MTSN, MWW, NTCT, OUTR, PCCC, REIS, RGC, ROVI, SHOO, SRI, WMAR, WWWW; July Focus List (updated): CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 07/31/15 Update B. Riley & Co. July Focus List (updated): CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 07/24/15 Morning Note B. Riley & Co. Morning Notes: ACW, AMZN, BHE, CHKE, GIG, HEAR, IMAX, KMB, MCS, MXIM, P, PLXS, SWKS, TRUE, TYL, UTEK
  • 07/24/15 Update CHKE ($28.00, Buy; $34.00 PT): NDR highlights; differentiated by “360”; growing organically – Argos and Sears Canada expected to “move the needle”; active, disciplined approach to acquisitions; fading need for exclusivity creates opportunity; TGT concentration poised to shrink; P&L ramping next year; reiterate Buy
  • 07/01/15 Morning Note B. Riley & Co. Morning Notes: CAMP, CHKE; Semi Cap Industry (AMAT, KLAC, LRCX); July Focus List (CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RLD, RUBI)
  • 07/01/15 Update CHKE ($28.18, Buy; $34.00 PT): Shelf registration positions CHKE to efficiently raise capital for accretive acquisitions, which in turn should trigger acceleration of growth and a period of multiple expansion; raising our PT from $27.00 to $34.00; reiterate Buy
  • 07/01/15 Update B. Riley & Co. July Focus List: CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RLD, RUBI
  • 06/24/15 Morning Note B. Riley & Co. Morning Notes: ACLS, BBY, CHKE, COTY, DMRC, ISSI, JDSU, MEI, RCKY, SONS; The Weiser Consumer (COTY, EL, JAKK)
  • 06/12/15 Update CHKE ($23.59, Buy; $27.00 PT): Q1 top/bottom lines exceed, organic & acquired brand growth; Argos impact begins at end of FY 15; new Tony Hawk licensee for UK/Europe; Sears Canada ramps in 2016; a North American license already signed for Everyday California; more acquisitions likely; raising estimates and PT from $25.00 to $27.00; reiterate Buy
  • 06/11/15 Morning Note Morning Notes: CHKE, FNJN, IMMR, KTOS, OUTR, RLD, RUBI, SPCB
  • 06/11/15 Morning Note B. Riley & Co. Morning Notes: BV, CHKE, COTY, SPCB
  • 06/11/15 Update CHKE ($22.72, Buy; $25.00 PT): Looking for respectable Q1 results; tradeshow take-aways: some moving parts, driven by shifting and new licenses; organic & acquired brand growth continues; reiterate Buy
  • 06/01/15 Update B. Riley & Co. June Focus List: CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RLD, RUBI
  • 05/20/15 Morning Note Morning Notes: ADI, CHKE, EGHT, FTD, FLWS, GUID, IPAR, JAKK, LGF, LOV, NTRI, P, SSI, SWKS, VSAT, WDFC, YHOO
  • 05/12/15 Morning Note B. Riley & Co. Morning Notes: ARTX, CHKE, DCO, DTSI, IEC, NCMI, NSSC, VOXX, WYY
  • 05/01/15 Update B. Riley & Co. May Focus List: CHKE, CKEC, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RUBI
  • 04/24/15 Morning Note B. Riley & Co. Morning Notes: AKAM, AMZN, ATNY, CHKE, CIDM, GIG, GOOGL, HZO, IPAR, KLAC, MAT, MTSN, MXIM, NTCT, P, TIVO, TYL, UTEK
  • 04/17/15 Morning Note B. Riley & Co. Morning Notes: CHKE, IMMR, MAT, RUBI, SGRH, ZUMZ
  • 04/17/15 Update CHKE ($20.32, Buy; $25.00 PT): Q4 top/bottom lines exceed, organic & acquired brand growth; Argos replaces Tesco; new Tony Hawk licensee for UK/Europe; acquisitions likely; raising estimates and PT from $23.50 to $25.00; reiterate Buy
  • 04/16/15 Morning Note B. Riley & Co. Morning Notes: ABTL, ANGI, ASML, CHKE, LLTC, ROVI, SNDK, YELP
  • 04/08/15 Morning Note B. Riley & Co. Morning Notes: ANGI, ATNY, CHKE, JDSU, RLD, WMAR, YELP; Apparel Clothing (ZQK), Apparel Footwear (DECK)
  • 04/01/15 Update B. Riley & Co. April Focus List: CHKE, CKEC, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RUBI
  • 03/27/15 Desk Report March Focus List (updated): CHKE, CKEC, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RUBI
  • 03/06/15 Update B. Riley & Co. March Focus List (updated): CHKE, CKEC, EMKR, GME, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RUBI
  • 03/02/15 Update B. Riley & Co. March Focus List: CHKE, DTSI, EMKR, GME, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RUBI
  • 02/20/15 Update February Focus List (updated): CHKE, DTSI, EMKR, GME, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RUBI
  • 02/17/15 Update B. Riley & Co. February Focus List (updated): CHKE, DTSI, EMKR, GME, GUID, ISIL, KTOS, MPAA, NTRI, PRMW, RUBI
  • 02/17/15 Update February Focus List (updated): CHKE, DTSI, EMKR, GME, GUID, ISIL, KTOS, NTRI, PRMW, RUBI
  • 02/02/15 Update B. Riley & Co. February Focus List: BC, CHKE, DTSI, EMKR, GME, GUID, ISIL, KTOS, NTRI, PRMW, RUBI
  • 01/16/15 Morning Note B. Riley & Co. Morning Notes: BBY, CHKE, FORM, GSM, INTC, RGC
  • 01/05/15 Morning Note B. Riley & Co. Morning Notes: VNCE; Exhibitors & Media (AMC, CKEC, CIDM, CNK, DWA, IMAX, LGF, MCS, NCMI, OUTR, RLD, RNWK, RGC, TIVO), Top Ideas (CHKE, CONN, CSGP, CTP, FORM, GUID, KTOS, NTRI, ONNN, REMY, RNWK, RUBI, SONS)
  • 01/05/15 Update B. Riley & Co. 2015 Top Ideas (CHKE, CONN, CSGP, CTP, FORM, GUID, KTOS, NTRI, ONNN, REMY, RNWK, RUBI, SONS)
  • 12/11/14 Update CHKE ($20.27, Buy; $23.50 PT): Q3 top/bottom lines exceed, organic and acquired brand growth; Tesco to be replaced; acquisitions likely; raising estimates and PT from $22.50 to $23.50; reiterate Buy
  • 12/11/14 Morning Note B. Riley & Co. Morning Notes: CHKE, CNVR, EMKR, KTOS, RLD, SONS, WTSL
  • 09/12/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AOSL, CHKE, CNVR, DTSI, JAKK, NTRI, P, REMY, RLD, ROVI, RSH; Beauty Sector, Focus List Update, Optical Components (API, AFOP, EMKR, FN, FNSR, GIG, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 09/12/14 Update CHKE ($18.45, Buy; $22.50 PT): Solid Q2, driven by both organic and acquired brand growth; acquisitions likely; raising estimates and PT from $20.00 to $22.50; reiterate Buy
  • 06/11/14 Update CHKE ($15.55, Buy; $20.00 PT) Strong Q1 beat, driven by the core Cherokee brand; Hawk and Lange positioning to ramp; acquisitions likely; reiterate Buy with $20.00 PT
  • 06/11/14 Morning Note B. Riley & Co. Morning Notes: CHKE, FNSR, IMMR, RSH, SWKS; Consumer Products Weekly
  • 05/15/14 Morning Note B. Riley & Co. Morning Notes: ARTX, CHKE, COTY, TIVO, VOXX, WYY, XOXO; Optical Components, Semiconductors
  • 05/14/14 Initiation of Coverage CHKE ($13.41, Buy; $20.00 PT): Evolved business model positioned for sustainable long-term growth; initiating coverage with a “Buy” rating and a $20.00 PT