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Wednesday, May 27, 2015

Michael Kors (KORS) reported earnings Wed 27 May 2015

charts before earnings
 




charts after earnings

Sharply lower on the day are shares of Michael Kors Ltd. (KORS) after posting fiscal Q4 profits of $0.90 per share, one cent below consensus forecasts, and revenue increases +17.8% year-over-year of $1.1B, in line with estimates. The big downturn seems to be related to the Q4 same store sales results that were -5.8% year-over-year versus the +5.5% that was expected. The fashion clothing and accessory maker also issued Q1 and full year guidance that was below expectations. Equity volume was huge in just the first 2 hours of the day, with more than 35M shares changing hands compared to normal full day volume of about 3M shares. KORS shares were already about -19% YTD. Option activity is surprisingly neutral with a volume put/call ratio of 1.16 compared to an open interest put/call ratio of only .99. 8 of the 10 most active contracts were puts with by far the largest activity on 06/19/2015 45 puts, with over 13k contracts traded. This was made up primarily of 2 blocks (1k & 9k) which traded at 9:41 & 9:42 ET at the ask price of .35. These appear to be opening buys (which implies bearish activity) given the open interest was only 8 contracts previously.

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