"The icing on the cake," said Natalie Walrond of Pacific Growth Equities in a research note, "is that the company has immediately moved into a quiet period, and has provided little to no information about the reason for the shortfall.
Merrill Lynch technical analyst Mary Ann Bartels, who is among the more bullish on the Street, said in a research note, "Equities have more room to rally".
"This has plagued Estee Lauder, given that it derives around 9% of its sales from Macy's alone," Erin Lash, a director of consumer sector equity research at Morningstar, wrote in a research note.
In a research note, an equity analyst from Lazard Capital Markets called the agreement "a very positive development, in our view, as it eliminates a cloud over the [Mossimo] transaction and it provides [Iconix] the full benefit of Mossimo's future revenue stream".
"While the move may be part of an annual promotion, we believe a $10 discount on one of the industrys top holiday releases highlights the risk of lower software pricing moving into the new year," wrote Colin Sebastian, senior vice president of equity research for Lazard Capital Markets, in a note to investors.
With the acquisition of Lucasfilm, Disney appears to be positioning the Star Wars franchise in the same manner," wrote Morningstar equity analyst Neil Macker, in a May research note.
In a research note, Matt Albrecht, an equity analyst at Standard & Poor's, highlighted a drop in the bank's provision against bad debt: "Delinquency rates have stabilised or improved across most businesses, suggesting further reductions in loan loss provisions".
"Over the short run, we believe that the 'risk on' trade will continue, with a rotation into the most volatile and economically sensitive stocks," UBS's chief United States equity strategist, Jonathan Golub, wrote in a research note.
"The battery recall is mostly a PR issue that will need some attention in terms of customer service & brand management," said a note from UBS equity research.
"There are no longer banks that are too big to wipe out the equity of," Rosner says in a research note.
