For Immediate ReleaseChicago, IL – December 17, 2025 – Today, Zacks Equity Research Equity areRalph Lauren Corp. (RL) , V.F. Corp. (VFC) , Crocs, Inc. (CROX) and G-III Apparel Group, Ltd. (GIII) .Industry: ApparelLink: https://www.zacks.com/commentary/2804798/4-textile-apparel-stocks-in-focus-as-industry-trends-strengthenCompanies in the Zacks Textile - Apparel industry continue to strengthen their omnichannel frameworks, seamlessly blending physical retail with digital platforms to enhance customer engagem ...

With a market cap of $22.5 billion, Ralph Lauren Corporation (RL) is a global lifestyle brand that designs, markets, and distributes premium apparel, accessories, home products, and fragrances worldwide. Its diverse portfolio includes well-known brands such as Polo Ralph Lauren, Ralph Lauren Collection, Purple Label, Double RL, Lauren Ralph Lauren, and Chaps, along with a wide range of men’s, women’s, and children’s products. Companies valued over $10 billion are generally described as “large-cap” stocks ...

据中国驻美国大使馆消息，12月9日，中国驻美国大使谢锋应约会见拉夫劳伦公司总裁兼首席执行官卢 韦，双方就拉夫劳伦在华经营情况、中美经贸合作等交换了意见。同日，谢锋会见欧亚集团总裁布雷 默，双方就中美关系以及共同关心的问题交换了意见。 ...

华尔街最受热议且影响市场的分析师研报评级如今汇总于此。以下是由 The Fly 整理的、投资者需关注 的今日研报评级。 1. 奥本海默将通用电气能源（GEV）的评级从 "持有" 上调至 "跑赢大盘"，目标价定为 855 美元。 该机构在研报中向投资者表示，得益于价格和销量改善，公司业绩指引较此前有显著上修空间， 且工厂产能利用率和运营效率提升有望带来进一步增长。加拿大皇家银行资本市场也将通用电气 能源评级从 "行业持平" 上调至 "跑赢大盘"，目标价从 630 美元上调至 761 美元。 2. 摩根大通将百事可乐（PEP）评级从 "中性" 上调至 "增持"，目标价从 151 美元上调至 164 美元。 该机构认为，公司在创新和营销支出方面的 "加速计划" 将推动可观的生产效率成本节约。 3. 汇丰银行将艾伯维（ABBV）评级从 "持有" 上调至 "买入"，目标价从 225 美元上调至 265 美元。 机构在研报中指出，公司正展现增长势头，且业务执行能力将持续保持稳健。 4. 摩根士丹利将特雷克斯（TEX）评级从 "持平" 上调至 "增持"，目标价从 47 美元上调至 60 美元。 该机构称，评级上调的原因是公 ...

Key Takeaways Ralph Lauren is driving growth through its iconic brands, product innovation and Next Great Chapter strategy.The company boosts digital performance with personalization, analytics-driven decisions and omnichannel gains.Ralph Lauren sees broad retail momentum, with 13% global DTC comparable sales growth in fiscal Q2 2026.Ralph Lauren Corporation (RL) continues to benefit from its iconic brand portfolio, constant product innovations and disciplined execution of its Next Great Chapter strategy. T ...

Core Insights - The article discusses how CEO Patrice Louvet has successfully revitalized Ralph Lauren, a luxury brand that faced significant challenges a decade ago, by refocusing on high-end products and reducing exposure in discount channels [1][4][22] Group 1: Brand Strategy and Leadership - Patrice Louvet has shifted the company's strategic focus back to high-end branding, emphasizing women's fashion as a key growth area [3][4] - Under Louvet's leadership since 2017, Ralph Lauren has exited over a thousand discount retail locations, enhancing its luxury positioning [7][16] - The brand's revenue reached $7.1 billion in the most recent fiscal year, with profits and operating margins hitting a 13-year high [7][8] Group 2: Market Positioning and Consumer Engagement - The brand has successfully attracted younger consumers, ranking fourth in brand equity among luxury apparel in the eyes of younger demographics, a significant improvement over the past five years [20][21] - Louvet's strategy includes a clear delineation of sub-brands, allowing for coexistence of high-end and more accessible products without brand confusion [19] - The recent fashion show in Manhattan showcased the brand's commitment to modern luxury, drawing attention from both fashion authorities and social media influencers [1][3] Group 3: Historical Context and Challenges - Ralph Lauren's past expansion strategies led to brand dilution, with a significant drop in sales and profits from 2016 to 2018, highlighting the risks of overexposure in discount channels [10][16] - The brand's historical significance and its role as a cultural icon in American fashion have been emphasized, with a focus on storytelling and aspirational marketing [9][12] Group 4: Future Directions - The company plans to expand its women's clothing line, which currently accounts for only 30% of apparel sales, and explore new markets such as India [22] - Louvet emphasizes the need for continuous innovation and freshness in the brand's offerings to maintain relevance in the competitive fashion landscape [22]

Key Takeaways RL is evolving its growth strategy with strong global demand, digital gains and strength in key categories.GIII refocuses on owned brands as it exits major licenses and navigates tariff and demand pressures.RL shows broader strength with double-digit gains, while GIII's FY26 outlook reflects a cautious transition.Ralph Lauren Corporation (RL) and G-III Apparel Group, Ltd. (GIII) stand on opposite ends of the fashion spectrum, one a global luxury lifestyle powerhouse with under 2% share of a ma ...

格隆汇12月4日｜富国银行将拉夫劳伦的目标价从345美元上调至385美元，维持"增持"评级。(格隆汇) ...

Core Insights - The article discusses the rise of parody brands and their appeal among young consumers, particularly in the context of established luxury brands like Arc'teryx and Ralph Lauren [3][14][25]. Group 1: Brand Imitation and Consumer Behavior - The emergence of parody brands, such as "始祖马" (Ancestor Horse), reflects a trend where consumers engage with fashion in a humorous and ironic manner, often as a critique of blind consumerism [6][12]. - Young consumers are increasingly drawn to these parody products, which offer a sense of individuality and a break from traditional luxury branding [12][31]. - The popularity of these parody items is partly driven by their lower price points compared to original luxury brands, appealing to cost-sensitive consumers [28][30]. Group 2: Market Performance of Luxury Brands - Ralph Lauren reported a 17% year-over-year increase in net income, reaching $2 billion, with a notable 30% sales growth in the Chinese market [26]. - Arc'teryx's parent company, Amer Sports, saw a 30% revenue increase to $1.756 billion, with a 47% growth in the Greater China region [26][27]. - The financial success of these brands highlights the ongoing demand for high-quality products, even as parody brands gain traction [26][27]. Group 3: Consumer Trends and Preferences - The article notes a shift in consumer preferences, with younger generations prioritizing personalized expression and cultural identity over traditional brand loyalty [31][32]. - Emotional consumption is becoming a significant trend, where consumers are motivated by personal satisfaction and curiosity rather than mere brand prestige [32][33]. - The economic environment has led to a bifurcation in the market, with one segment focusing on high-quality, premium brands and another catering to price-sensitive consumers seeking value [30][31]. Group 4: Intellectual Property Concerns - The rise of parody brands raises potential intellectual property issues, as these products often mimic established brands without authorization [14][34]. - Legal actions have been taken by brands like Ralph Lauren against imitators, indicating the ongoing tension between parody and trademark infringement [38][41].

Core Insights - The holiday sales season for 2025-26 in the U.S. has begun, with Thanksgiving and Black Friday being critical days for consumer spending, which is a key indicator of economic conditions and consumer behavior [2][3] Company Summaries Crocs Inc. (CROX) - Crocs has a Zacks Rank of 1 and has seen significant growth in brand awareness through collaborations and product innovations, appealing to a broad demographic [8] - The company is refreshing its product lines and has upcoming launches that are generating consumer interest, with an expected revenue growth rate of 0.4% and earnings growth rate of 3.9% for the next year [11] - The short-term average price target for Crocs represents an increase of 11.2% from its last closing price of $83.07 [11] On Holding AG (ONON) - On Holding also holds a Zacks Rank of 1, providing innovative footwear and sports apparel, with an expected revenue growth rate of 21.2% and earnings growth rate of 79.8% for the next year [12][13] - The short-term average price target for On Holding indicates a potential increase of 45.3% from its last closing price of $41.78 [13] Ralph Lauren Corp. (RL) - Ralph Lauren has a Zacks Rank of 2 and has outperformed the industry, driven by its strategic "Next Great Chapter: Accelerate Plan" focusing on brand elevation and operational agility [14][16] - The company is investing in digital transformation, enhancing consumer engagement, with an expected revenue growth rate of 9.5% and earnings growth rate of 25% for the current year [17] - The short-term average price target for Ralph Lauren suggests a 3.3% increase from its last closing price of $364.50 [17] Kontoor Brands Inc. (KTB) - Kontoor Brands, with a Zacks Rank of 2, is a lifestyle apparel company with an expected revenue growth rate of 11.3% and earnings growth rate of 5.3% for the next year [18][19] - The short-term average price target for Kontoor Brands indicates a potential increase of 31% from its last closing price of $73.69 [19] Boot Barn Holdings Inc. (BOOT) - Boot Barn Holdings has a Zacks Rank of 2 and operates in the lifestyle retail sector, with an expected revenue growth rate of 16.2% and earnings growth rate of 20.5% for the current year [20][22] - The short-term average price target for Boot Barn suggests a 15% increase from its last closing price of $195.76 [22] Industry Insights - The Zacks Retail – Apparel and Shoes industry is currently ranked in the top 26% of Zacks Industry Rank, indicating a favorable outlook compared to the broader market [7] - Consumer confidence is under pressure due to macroeconomic uncertainties, leading to a shift towards value-driven purchases, impacting demand in the apparel and footwear sectors [5][6]