Industry Overview - The Retail – Apparel and Shoes industry includes companies that design, source, and market clothing, footwear, and accessories for all demographics, benefiting from strong consumer demand for activewear and athleisure [1] - Industry players are focusing on product innovations, active promotions, store expansion, and enhancing e-commerce capabilities to capture market share [4][5] Positive Catalysts - The increasing focus on fashion is driving demand for innovative apparel and footwear in the U.S. [3] - E-commerce is crucial for the growth of the athleisure market, with companies leveraging digital channels to build customer bases [5][6] - Investments in supply chains and order fulfillment are expected to provide competitive advantages [7] Recommended Stocks - Five stocks with strong revenue and earnings growth potential for 2025 are highlighted: Deckers Outdoor Corp. (DECK), Tapestry Inc. (TPR), Urban Outfitters Inc. (URBN), Stitch Fix Inc. (SFIX), and On Holding AG (ONON) [2][8] Company Highlights Deckers Outdoor Corp. (DECK) - DECK has a diverse brand portfolio and strategic growth initiatives, with a focus on innovation and expanding consumer reach [10][11] - Expected revenue and earnings growth rates are 10.1% and 12.2%, respectively, for the next year [12] - The average short-term price target indicates a potential upside of 127.8% from the last closing price of 124.68[13]TapestryInc.(TPR)−TPRhasseenrobustrevenuegrowthdrivenbyCoach′sperformanceandinternationalexpansion[14]−Thecompanyexpectsrevenuesof6.85 billion in fiscal 2025, reflecting a 3% year-over-year growth [15] - The average short-term price target suggests a maximum upside of 45.3% from the last closing price of 75.72[16][17]UrbanOutfittersInc.(URBN)−URBNhasexperiencedstronggrowthacrossitssegments,withsignificantcontributionsfromAnthropologieandFreePeople[18]−Thecompanyispursuingaggressivestoreexpansionandhasimprovedgrossmargins[19]−Expectedrevenueandearningsgrowthratesare6.648.32 [28]
Deckers(DECK) ZACKS·2025-03-25 13:15