Goldman Sachs Discusses Retail Sector

Goldman Sachs is out with a research report on the retail sector, including Under Armour UA and Nike NKE. In a note to clients, Goldman Sachs writes, "- Buying company-specific, significant earnings driver in the form of: (a) major store/global expansion, a group that includes names like Buy-rated LULU, ANF and Neutral-rated UA, COH and NKE; or (b) meaningful margin potential with catalysts to unlock it, which in our view currently applies to Buy-rated AEO, ANF and PLCE."