Polo Ralph Lauren (RL) Margin Squeeze a Shot Across the Bow for Retailers?
May 25, 2011 at 11:56 AM EDT
It’s been interesting to see some investors push into consumer discretionary retailing stocks the past few weeks. That may be a function of lower gasoline prices, but it seemed to ignore the coming impact of higher commodity prices on margins. Since it takes a few quarters to work such prices through the food chain, the [...]