至此， 这场长达八年、打了600余场官司的商标侵权案终于随着拉夫劳伦的终审胜诉而落幕 。 北京高院此次作出的终审判决延续了2021年广州知识产权法院对"RalphLauren"商标进行"驰 名商标"认定，就已经体现出的对于拉夫劳伦旗下商标知名度的认可及保护倾向。 此前，北京知识产权法院已就此案作出一审判决， 先行认定"POLO"商标依法构成"驰名商 标"，判决拉夫劳伦胜诉 。被告国家知识产权局及第三人广州爱驰公司均不服一审判决，上诉 至北京高院。在终审判决中，北京高院维持了北京知识产权法院所作认定，重申了"POLO"商 标已构成驰名商标之事实，并认定诉争商标的存在与使用可能将误导相关公众，减弱、淡 化"POLO"商标的显著性，损害拉夫劳伦公司的利益。 去年12月，该案曾在社交媒体上引起广泛讨论，核心争议在于"POLO"当前已成为服装品类， 且可以作为英文实词进行日常使用。 记者丨 高江虹 编辑丨高梦阳 9月26日，拉夫劳伦公司宣布 在中国知识产权维权领域取得里程碑式胜利 。 近日，北京市高级人民法院（以下简称"北京高院"）对拉夫劳伦就广州爱驰公司旗下"POLO POLO CLUB" 商 标 无 效 宣 告 请 ...

（原标题：终审判决！拉夫劳伦的八年"POLO"之争落幕） 21世纪经济报道记者 高江虹 实习生 陈晓冉 9月26日，拉夫劳伦公司宣布在中国知识产权维权领域取得里程碑式胜利。 北京高院此次作出的终审判决延续了2021年广州知识产权法院对"RalphLauren"商标进行"驰名商标"认 定，就已经体现出的对于拉夫劳伦旗下商标知名度的认可及保护倾向。 此前，北京知识产权法院已就此案作出一审判决，先行认定"POLO"商标依法构成"驰名商标"，判决拉 夫劳伦胜诉。被告国家知识产权局及第三人广州爱驰公司均不服一审判决，上诉至北京高院。在终审判 决中，北京高院维持了北京知识产权法院所作认定，重申了"POLO"商标已构成驰名商标之事实，并认 定诉争商标的存在与使用可能将误导相关公众，减弱、淡化"POLO"商标的显著性，损害拉夫劳伦公司 的利益。 去年12月，该案曾在社交媒体上引起广泛讨论，核心争议在于"POLO"当前已成为服装品类，且可以作 为英文实词进行日常使用。 对此，西交利物浦大学教授郭剑光曾指出，POLO一词翻译本为马球，是个字典里查到的普通英文名 词，但是其如何应用是重点。如果只是用于普通书写，就不包括在知识产权法 ...

Company Overview - Ralph Lauren Corporation (RL) has a market cap of $18.6 billion and is a global leader in premium lifestyle products, including luxury apparel, accessories, fragrances, home furnishings, and hospitality services. The company was founded in 1967 and has developed a diversified brand portfolio [1][2]. Stock Performance - RL shares recently reached a 52-week high of $321.77 on September 5 and are currently trading 3.5% below this peak. Over the past three months, RL stock has increased by 14.8%, outperforming the Kraneshares Global Luxury Index ETF (KLXY), which rose by 10% during the same period [3]. - On a year-to-date (YTD) basis, RL shares have risen by 34.5% and have climbed 67.1% over the past 52 weeks, significantly outperforming KLXY's YTD gain of 10.1% and 12.1% returns over the last year [4]. Future Outlook - The company has forecasted mid-single-digit annual sales growth through fiscal 2028, indicating a potential slowdown compared to recent quarterly performance. This forecast led to a decline of over 1% in RL shares on September 16 [5]. - Wall Street analysts maintain a moderately bullish outlook on RL, with a consensus "Moderate Buy" rating from 19 analysts. The mean price target is set at $340.06, suggesting a potential upside of 9.5% from current price levels [6].

Ralph Lauren (NYSE: RL ) has recently hosted an Investor Day, and the company's performance and strategic initiatives have reinforced my bullish outlook on the stock. I see the company having huge potential driven by its shiftInvesting started as a personal quest, but it quickly evolved into a passion for analyzing financial statements and identifying undervalued opportunities. Bringing fresh perspective to Seeking Alpha, driven by a commitment to independent thinking and demystifying complex financial conc ...

Ralph Lauren (NYSE: RL ) has recently hosted an Investor Day, and the company's performance and strategic initiatives have reinforced my bullish outlook on the stock. I see the company having huge potential driven by its shiftInvesting started as a personal quest, but it quickly evolved into a passion for analyzing financial statements and identifying undervalued opportunities. Bringing fresh perspective to Seeking Alpha, driven by a commitment to independent thinking and demystifying complex financial conc ...

Core Insights - Morgan Stanley analysts estimate that fashion brands and retailers could achieve $6 billion in total cost savings by 2026, translating to a 20% increase in earnings before interest and taxes [2][6] - The application of AI in retail is expected to automate various tasks, leading to significant cost reductions and changes in job roles [3][7] Group 1: Cost Savings and Automation Potential - The report indicates that 18% of a retail salesperson's job could be automated, resulting in approximately $7,000 in annual cost savings per salesperson [4] - Other retail jobs also show high potential for automation, including office supervisors (44%), security guards (31%), and customer service representatives (25%) [5] - Lululemon Athletica could see potential savings of $14,300 per employee, totaling $560 million annually, with a projected $270 million in cost savings next year [6] Group 2: Industry Adaptation and AI Integration - Fashion companies are cautiously exploring AI, focusing on enhancing business models rather than merely replacing human workers [7] - Ralph Lauren Corp. has introduced an AI-based styling feature, indicating a proactive approach to integrating technology [8] - Companies like Gap, Macy's, and Victoria's Secret are highlighted for their potential to boost profits through AI adoption [9] Group 3: Areas of AI Implementation - AI is primarily being utilized in inventory management, supply chain automation, demand planning, and customer service [10][11] - The report notes that many AI initiatives are still in early stages, suggesting a transformative potential for consumer shopping experiences [11][12] - The study emphasizes the impact of agentic AI, which automates systematic processes and makes decisions, alongside embodied AI that interacts with physical systems [12]

Stock Recommendations - Zacks 排名第一的股票为强力买入推荐 [1] - Zacks 排名第五的股票为强力卖出推荐 [1] Investment Opportunities - Zacks 提供未来 30 天内有望跑赢市场的七支股票 [1] Resources - 更多信息请访问 zachs.com/bull [1]

Core Insights - Ralph Lauren Corporation has shown strong performance in a challenging apparel market, with a stock increase of 33% for 2025, outperforming the S&P 500 [1] - The company is expected to achieve steady margin expansion, with a commitment to 150 basis points over three years, which is viewed positively by investors [1] - Ralph Lauren possesses a competitive advantage, referred to as a "moat," which is a significant factor for long-term investment considerations [1] Company Overview - Ralph Lauren Corporation designs and sells a variety of products including apparel, footwear, accessories, home products, and fragrances across multiple luxury and lifestyle brands [2]

Group 1: LVMH Performance - LVMH reported H1 2025 revenue of €39.81 billion (approximately $46.6 billion), a 4% decrease from €41.68 billion in the same period last year [3] - Operating profit fell to €9.01 billion, down 15% from €10.65 billion year-on-year [3] - Net profit decreased by 22% to €5.70 billion from €7.27 billion in the previous year [3] Group 2: Richemont Performance - Richemont's total sales for Q1 2025 reached €5.41 billion (approximately $6.33 billion), up from €5.27 billion year-on-year [4] - Jewelry sales increased to €3.91 billion from €3.66 billion, while watch sales decreased to €0.82 billion from €0.91 billion [4] Group 3: Hermès Performance - Hermès reported H1 2025 revenue of €8.03 billion (approximately $9.4 billion), an increase from €7.50 billion in the same period last year [5] - Operating profit rose to €3.33 billion from €3.15 billion year-on-year [5] - Net profit for the group was €2.25 billion, down from €2.37 billion in the previous year [5] Group 4: Kering Performance - Kering's H1 2025 revenue was €7.59 billion (approximately $8.8 billion), down from €9.02 billion year-on-year [6] - Operating profit decreased to €1.00 billion from €1.57 billion [6] - Net profit attributable to the group fell to €0.47 billion from €0.88 billion [6][7] Group 5: EssilorLuxottica Performance - EssilorLuxottica reported adjusted revenue of €14.02 billion for H1 2025, up from €13.29 billion year-on-year [8] - Adjusted operating profit increased to €2.53 billion from €2.43 billion [8] - Adjusted net profit rose to €1.80 billion from €1.75 billion [8] Group 6: Other Companies Performance - Lao Feng Xiang reported H1 2025 revenue of ¥33.36 billion (approximately $4.68 billion), a 16.52% decrease year-on-year [9] - PVH Corp. reported Q2 2025 revenue of $2.17 billion, up from $2.07 billion year-on-year [10] - Swatch Group's H1 2025 net sales were CHF 3.06 billion (approximately $3.83 billion), down 11.2% from the previous year [11] - Tapestry reported Q4 2025 net sales of $1.72 billion, up from $1.59 billion year-on-year [12] - Ralph Lauren's Q1 2025 net sales were $1.72 billion, up from $1.51 billion [13] - Prada Group reported H1 2025 revenue of €2.74 billion (approximately $3.21 billion), an 8% increase year-on-year [15] - Signet Jewelers reported Q2 2025 sales of $1.54 billion, up from $1.49 billion year-on-year [16] - Puig reported H1 2025 revenue of €2.30 billion (approximately $2.69 billion), a 5.9% increase year-on-year [17] - Hugo Boss reported H1 2025 sales of €2.00 billion (approximately $2.34 billion), down from €2.03 billion [18] - Pandora reported Q2 2025 revenue of DKK 7.07 billion (approximately $1.11 billion), up from DKK 6.77 billion [19] - Capri Holdings reported Q1 2025 revenue of $797 million, down from $848 million [20] - Burberry reported Q1 2025 retail revenue of £433 million (approximately $586 million), down 6% year-on-year [21] - Ermenegildo Zegna Group reported H1 2025 revenue of €0.93 billion (approximately $1.09 billion), down from €0.96 billion [23] - Zhou Dasheng reported H1 2025 revenue of ¥4.60 billion (approximately $645 million), a 43.92% decrease year-on-year [24] - Salvatore Ferragamo reported H1 2025 revenue of €0.47 billion (approximately $0.55 billion), down 9.4% year-on-year [25] - Fossil Group reported Q2 2025 net sales of $220 million, down from $260 million [26]

Group 1: Uber Freight and AI Integration - Uber Freight announced upgrades to its AI capabilities to enhance logistics efficiency and simplify operations [1][6] - The transportation management system (TMS) now allows clients to track the entire order-to-cash journey, providing a unified platform for quicker decision-making [6][10] - New features include automated data-gathering for bid awards, enabling real-time comparisons of costs and services, which aims to reduce decision-making time and costs for clients [8][9] Group 2: Google and PayPal Partnership - Google and PayPal have entered a multi-year partnership to enhance digital commerce through AI, focusing on improving transaction experiences [4][3] - The partnership aims to leverage PayPal's payment solutions and Google’s AI capabilities to foster agentic commerce while ensuring secure transactions [4][2] - The collaboration is expected to have significant implications for the technology and e-commerce sectors if executed effectively [3] Group 3: Ethosphere's AI in Retail - Ethosphere raised $2.5 million in a pre-seed round to develop AI technology that captures in-store conversations for feedback [11][12] - The technology aims to enhance customer service by providing actionable insights to employees and managers based on real interactions [12][13] - Ethosphere's approach focuses on empowering retail employees to improve customer experiences and drive sales [15] Group 4: Ralph Lauren's Conversational AI - Ralph Lauren introduced a conversational AI chatbot named Ask Ralph to enhance customer engagement and provide personalized styling recommendations [16][17] - The chatbot aims to create a richer e-commerce experience, allowing consumers to interact as they would with a stylist in-store [17][18] - The technology is powered by Microsoft’s Azure OpenAI platform, reflecting a shift in consumer shopping habits [19][20] Group 5: Inspectorio's Paramo - Inspectorio launched Paramo, an AI-native intelligence layer designed to unify supply chain management systems [21][22] - The system aims to create a single source of truth for data, enhancing risk detection and compliance while streamlining sourcing processes [23][25] - Paramo is positioned to help brands and retailers adapt to a complex supplier landscape by increasing agility and operational intelligence [25]