Holiday michael kors online outlet shopping michael kors australia outlet The us retail sector has been sluggish this year, with etfs that track consumer discretionary spending posting negative ytd returns(Xly 0.78%, VCR 0.89%).This has hit everyone from brick and mortar retailers like target(Nyse:Tgt)And wal mart(Nyse:Wmt)To online retailers such as amazon(Nasdaq:Amzn), which has declined from around $400 at the beginning of the year to $331.30 now.However, this malaise michael kors handbags outlet is set to end soon.I think there are positive near term catalysts lurking around the corner, and anticipate a strong holiday shopping season.Andrew lipsman pins lukewarm consumer spending on an uptick in the housing sector, which is temporarily dragging down spending on discretionary items.Saving up for a down payment and associated expenses in the summer made consumers temporarily strapped for cash.Let's look at handbags.There are three publicly traded companies in the us that sell purses and handbags:MichaelKors(Kors), an up and comer,Coach(Nyse:Coh), a strong brand which has seen weakness in recent years, andKate Spade(Nyse:Kate), whose brands include Liz Claiborne.All three have been beaten up by the market this year.Coach has been hit hardest, posting a 35% ytd decline, and trading 36% off of its 52 week high.Kors is off 3% ytd, and is 22% off its 52 week high.Kate Spade is down 2.56% this year and 28% off its 52 week high.If we think the market for cyclical goods such as luxury items is about to turn around, it would make sense to snap up some stock in these beaten down retailers before they can bounce back.But which one?Kors: The StarCoach's troubles the past two years are due in large part to the rise of a new competitor, the hot newMichaelKorsbrand.Kors is a star, and analysts love it.Standard and poor's gives it 5 stars and projects a target price of $92(Up from $78, where it is now).Analysts project that earnings per share will grow 23% annually for the next 5 years.Kors is well managed, with a whopping 42% return on equity according to Finviz.Kors generates 80% of its sales from the United States according to Standard and Poor's, and so there is plenty of room for international expansion.Solvency:Kors has no debt and is very liquid.Profitability:Kors has a high profit margin of 20%.Valuation: Due to its rapid growth,Kors trades at a somewhat high multiple of 8 to its underlying book value.Finviz puts its p/e ratio at 22 and its trailing twelve months p/e at 16.47.However, taking into account its rapid projected earnings growth, its peg ratio is a low 0.92.Kors makes a great choice for the growth minded investor.Here is a chance to own your part of a compelling growth story, a rising star that is shaking up the handbag industry.Get it while it is low.Coach:A well respected brand in need of a turnaroundcoach is the leader of the us leather industry, but has fallen on tough times.Coach was founded in 1941, 40 years beforeKors.Coach's return on equity, a measure of management effectiveness, has slipped from a 2012 high of 57. 6% to47.0% in 2013, according to Standard and Poor's.Earnings per share for the fiscal year 2014 ended june 30 fell some 23% from $3.61 in 2013 to $2.78 for 2014. As said before, its troubles are due in large part to the rise ofKors, as this article in the Motley Fools states: "Coach's portion of the handbag market fell from 19% to 17.5%. In the same two year time period,MichaelKorsincreased its portion of the handbag market from 4.5% to 7%. "Management recognizes thatCoach must step up its game, and is trying to turn the company around.Coach's return on equity is still enviably high.

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