Barron’s, By Teresa Rivas | September 17th, 2015 (Read article)

MKM Partners’ Roxanne Meyer initiated coverage on a number of clothing retailers Thursday, and her Buy-rated names are L Brands (LB), lululemon athletica (LULU), The Gap (GPS) and TJX Companies (TJX).

She writes that overall, the increasing importance of ecommerce and heavily mounting value-oriented competition are the two biggest disruptors in the sector at the moment, which will test brand relevance and force business model changes—and ultimately emphasize the gap between the haves and the have-nots