Core Insights - The Ermenegildo Zegna Group is undergoing a generational transition with Gildo Zegna stepping into the role of executive chairman and Gianluca Tagliabue becoming CEO, while Zegna's sons, Angelo and Edoardo, are co-CEOs of the Zegna brand [1][5] - The company reported a positive performance in its direct-to-consumer (DTC) channel, which has been a key driver of growth despite challenges in wholesale distribution [4][5] Financial Performance - In 2025, group revenues reached 1.91 billion euros, showing organic growth of 1.1 percent, with DTC revenues rising 4.2 percent to 1.45 billion euros [3][5][20] - Fourth-quarter revenues for 2025 were 591 million euros, up 0.3 percent, with organic sales increasing by 4.6 percent [2][5] - Group wholesale revenues fell significantly by 20.9 percent to 318.1 million euros as the company chose to deemphasize this channel [6] Regional Performance - In the Americas, group sales increased by 7.9 percent to 566.1 million euros, accounting for 30 percent of total sales, with strong results from Zegna and Thom Browne [11] - Sales in the Greater China Region decreased by 14.6 percent to 435.2 million euros, impacted by a slowdown in DTC performance and wholesale distribution [21] Strategic Initiatives - The company is focusing on personalization and enhancing customer experiences, exemplified by the opening of new Salotto Zegna locations and the Villa Zegna concept [8][10] - Zegna is optimistic about growth potential in Asia, particularly with new marketing strategies and product offerings under Thom Browne's leadership [17] Brand Performance - Zegna brand revenues totaled 1.18 billion euros in 2025, up 1.5 percent, with a notable organic growth of 4.7 percent [15] - Thom Browne's sales decreased by 14.7 percent to 268.5 million euros, but showed organic growth of 1.4 percent in the last quarter [16] - Tom Ford Fashion revenues amounted to 317.1 million euros, reflecting a slight increase of 0.8 percent at current exchange rates [18]

So there's the internal culture, but there's also the the society, the the cultural relevance of Nike, which also feels like it's been lacking in the last few years. How do you restore something like that. >> Yeah, I think so.First of all, I what I what we did do and and the fifth component of the win now actions is this ground game. That's means that we have teams and uh teammates down into the key cities around the world where influence happens whether it is culture or sport and we lost those that the peo ...

Core Insights - Bombas founder David Heath is stepping down as CEO, with Jason LaRose taking over to lead the company through its next growth phase [1][2] - The company has experienced significant revenue growth, with a 22% increase in the current fiscal year and over $2 billion in lifetime sales [3] - Bombas aims to expand its wholesale presence from approximately 7% of sales to between 10% and 20% to sustain growth [4][5] Company Strategy - The footwear segment is the fastest-growing area, with expected revenue growth of over 70% this year, while sock sales have increased by 17% year-over-year [3] - Bombas is exploring physical store options and expanding its assortment with current partners, avoiding Amazon as a wholesale channel [5][6] - The company emphasizes the importance of storytelling and brand integrity in its expansion strategy, focusing on partnerships that align with its values [8][9] Industry Context - The shift from a direct-to-consumer model to wholesale is seen as necessary for sustainable growth, as many digitally native brands face challenges in profitability [7] - Brands that have successfully transitioned to wholesale have recognized the need for strategic partnerships to maintain brand integrity while scaling [8][10]