We came across a bullish thesis on Under Armour, Inc. on Matt McClintock Retail/Consumer Research - M Squared Capital’s Substack by Matthew McClintock. In this article, we will summarize the bulls’ thesis on UAA. Under Armour, Inc.'s share was trading at $7.03 as of February 12th. UAA’s trailing and forward P/E were 23.14 and 129.87 respectively according to Yahoo Finance. Under Armour, Inc., together with its subsidiaries, engages developing, marketing, and distributing performance apparel, footwear, an ...

We came across a bullish thesis on Ralph Lauren Corporation on TickerTrends Research’s Substack. In this article, we will summarize the bulls’ thesis on RL. Ralph Lauren Corporation's share was trading at $356.18 as of February 10th. RL’s trailing and forward P/E were 24.23 and 21.83 respectively according to Yahoo Finance. Jim Cramer Says Levis Strauss is ‘Intriguing’ But Ralph Lauren (RL) is Better Pixabay/Public Domain Ralph Lauren Corporation designs, markets, and distributes lifestyle products in N ...

We recently published 10 Stocks Ending February With a Bang. Figs Inc. (NYSE:FIGS) was one of the best performers on Friday. Figs climbed to a nearly four-year high on Friday, as investors loaded portfolios after an investment firm turned bullish on the stock following its strong earnings performance last year. In a market report, KeyBanc raised its rating for Figs Inc. (NYSE:FIGS) to “overweight” from “sector weight” previously, while assigning a price target of $17. Following the coverage, the stock ...

Event Overview - In FY2026H1, the company's revenue, net profit, and operating cash flow were 3.376 billion, 676 million, and 996 million yuan, respectively, representing year-on-year growth of 7.0%, 11.9%, and 21.1% [1] - Government subsidies amounted to 50.21 million yuan, and the net profit excluding these subsidies was 626 million yuan, showing a year-on-year increase of 15.5% [1] - The company declared an interim dividend of 0.52 HKD per share, with a dividend yield of 5.18% [1] Brand Performance - Revenue growth by brand in FY2026H1 was as follows: JNBY 1.860 billion, Su Xie 389 million, jnby by JNBY 495 million, LESS 394 million, and emerging brands 237 million, with year-on-year growth rates of 5.7%, 0.4%, 4.1%, 16.3%, and 22.4%, respectively [1] - Store counts for each brand were 992, 297, 527, 271, and 54, with year-on-year changes of 3.3%, -6%, 1.9%, 4.6%, and 3.8% [1] - Store efficiency (sales per store) was 1.87 million, 1.31 million, 0.94 million, 1.45 million, and 4.40 million yuan, with year-on-year growth of 2.2%, 6.5%, 2.2%, 10.7%, and 18.0% [1] Channel Performance - Revenue by channel in FY2026H1 was 1.180 billion from direct sales, 1.442 billion from distribution, and 753 million from online sales, with year-on-year growth of 5.7%, 0.3%, and 25.1% [1] - The number of direct and distribution stores was 512 and 1,651, respectively, with year-on-year growth of 4% and 1% [1] - Direct store efficiency and distribution single-store sales were 230,000 and 87,000 yuan per half year, with year-on-year growth of 1.3% and a decline of 1.1% [1] Membership and Retail Performance - As of December 31, 2025, retail sales contributed by members accounted for over 80% of total sales, remaining stable year-on-year [1] - The number of active member accounts was 590,000, reflecting a year-on-year increase of 9% [1] - The number of member accounts with annual purchases exceeding 5,000 yuan was over 340,000, growing by 3% [1] Profitability Metrics - Gross margin in FY2026H1 was 66.5%, an increase of 1.4 percentage points year-on-year [2] - By brand, gross margins were as follows: JNBY 69.4%, Su Xie 67.5%, jnby by JNBY 60.2%, LESS 70.5%, and emerging brands 48.8%, with year-on-year changes of 1.8, 2.0, 1.8, 1.7, and -3.6 percentage points [2] - The net profit margin was 20.0%, up 0.9 percentage points year-on-year [2] Expense Analysis - In FY2026H1, the sales, management, and financial expense ratios were 32.4%, 9.2%, and 0.17%, with year-on-year increases of 0.1, 0.6, and a decrease of 0.17 percentage points [2] - The increase in management expenses was primarily due to higher spending in product design and R&D departments [2] Inventory and Receivables - Ending inventory in FY2026H1 was 1.02 billion yuan, a year-on-year increase of 9.4% [3] - Accounts receivable stood at 220 million yuan, remaining stable, with a turnover period of 9 days, a decrease of 1 day year-on-year [3] - Accounts payable was 308 million yuan, up 29.2% year-on-year, with a turnover period of 44 days, a decrease of 12 days [3] Investment Outlook - Short-term revenue growth has been strong since the beginning of the year [3] - The company has significant room for expansion in its growth and emerging brands, with potential for improved store efficiency through various strategies [3] - In the medium to long term, fan loyalty is expected to support stable gross margins and further growth in net profit margins [3] - Revenue forecasts for FY26-28 are 6.004 billion, 6.396 billion, and 6.806 billion yuan, with year-on-year growth of 8.21%, 6.53%, and 6.41% [3] - Net profit forecasts for FY26-28 are 971 million, 1.040 billion, and 1.115 billion yuan, with year-on-year growth of 8.72%, 7.08%, and 7.24% [3] - Corresponding EPS forecasts for FY26-28 are 1.86, 1.92, and 2.09 yuan, with a PE ratio of 9.4, 9.1, and 8.3X based on the closing price of 20.08 HKD on February 26, 2026 [3]

In the 1990s, a group of research analysts worked at a prominent hedge fund, Tiger Management, led by the legendary investor Julian Robertson. After Tiger closed down, many of these analysts went on to found their own funds, most of which heavily focused on the burgeoning tech sector. This group of investors that spun off from Tiger Management are known as the Tiger Cubs.One of, if not the most successful, in this group is the billionaire investor Ole Andreas Halvorsen, who hails from Norway and served as t ...

（来源：指尖新闻沈阳晚报） 2月27日 不少消费者收到 美国知名时尚品牌GUESS 官方通知短信 消息显示 因经营模式调整，GUESS全国所有线上、线下店铺将在3月底前正式关闭，同时品牌方提及未来将以全新模式深耕中国市场，具体新布局尚未公布。 GUESS也要倒闭了?刚刚收 到的手机短信 #GUESS tion 哼哼哈嘿 2小时前 01 信息 · 短信 今天 12:09 【机时商贸】尊敬的 GUESS顾客,因经营模 式调整,全国所有线上 线下店铺将在3月底前 关闭。 GUESS未来将以全新模 式深耕中国市场,敬请 期待。 2小时前 信息 · 短信 今天 12:25 短信内容明确告知消费者闭店的核心安排，这一消息也在社交媒体引发热议，多位网友纷纷晒出收到的短信截图，不少人感慨 "突然收到通知，有点意外"，还有网友表示还未来得及入手心仪单品，对品牌闭店感到惋惜。 因经营模式调整,全国所有线上线 下店铺将在3月底前关闭。 GUESS未来将以全新模式深耕中国 市场,敬请期待。 12:14 ▲ III 5GA I Guess #D*奈克 | 沂 线上和线下店了 【机时商贸】尊敬的GUESS顾客, 因经营模式调整,全国所有 ...

Moncler公布FY2025业绩（2025年1-12月） （1）营收：FY2025公司实现收入31.32亿欧元，同比增加3%，彭博预期收入为32.03亿欧元；FY2025Q4公司实现 收入12.91亿欧元，同比增加7%。 （2）归母净利润：FY2025公司实现归母净利润6.27亿欧元，同比减少2.02%，主要系净财务费用增加，彭博预期 GAAP净利润为6.38亿欧元。 （3 （6）销售、行政及一般费用率：FY2025公司销售、行政及一般费用率为48.94%，同比增加0.36pct。 分品牌看： （1）Moncler：FY2025实现收入27.21亿欧元，同比增加3%；FY2025Q4实现收入11.68亿欧元，同比增加6%。 （2）StoneIsland：FY2025实现收入4.11亿欧元，同比增加4%；FY2025Q4收入1.23亿欧元，同比增加16%。 分地区看： Moncler公布FY2025业绩（2025年1-12月） （1）营收：FY2025公司实现收入31.32亿欧元，同比增加3%，彭博预期收入为32.03亿欧元；FY2025Q4公司实现 收入12.91亿欧元，同比增加7%。 （2）归母净利润：F ...

为核实消息真实性，记者咨询了GUESS线上官方旗舰店客服，客服确认了3月底前关闭全国所有线上线 下店铺的消息，回应简洁明确，未透露更多关于闭店后的后续服务及全新经营模式的细节。 2月27日，不少消费者收到美国知名时尚品牌GUESS的官方通知短信，消息显示因经营模式调整， GUESS全国所有线上、线下店铺将在3月底前正式关闭，同时品牌方提及未来将以全新模式深耕中国市 场，具体新布局尚未公布。 短信内容明确告知消费者闭店的核心安排，这一消息也在社交媒体引发热议，多位网友纷纷晒出收到的 短信截图，不少人感慨"突然收到通知，有点意外"，还有网友表示还未来得及入手心仪单品，对品牌闭 店感到惋惜。 目前，GUESS方面尚未公布闭店后的售后保障、库存清仓等相关安排，也未详细说明未来将以何种全 新模式继续布局中国市场。 来源丨青岛日报 公开资料显示，GUESS由Marciano四兄弟于1981年创立，总部位于美国洛杉矶，最初以牛仔服饰起家， 逐步发展为全球知名时尚集团，产品线涵盖时装、鞋履、钟表、配饰、手袋、香水等多个品类，品牌于 1996年8月8日在美国纽约上市。 ...

近日，军队采购网发布关于对浙江乔治白（002687）服饰股份有限公司暂停处理公告。 经调查，浙江乔治白服饰股份有限公司在参加项目编号：2024-JQ05-W1972（36）、项目编号：2024-JQ05-W1972（4）采购活动中，涉嫌存在违规失信行 为。 根据军队供应商管理相关规定，自2026年02月27日起暂停其参加全军物资工程服务采购活动资格。 在暂停期内，法定代表人池也控股或管理的其他企业暂停参加上述范围军队采购活动，授权代表董克旭暂停代理其他供应商参加上述范围军队采购活动。 公告概要显示，暂停事由为中标后无正当理由拒不签订合同，处理部门为联勤保障部队采购管理部门。 乔治白（002687.SZ）成立于1995年，是一家集商务职业装、校服、休闲服等系列服装的研发、设计、生产、销售为一体的服饰公司，以B2B定制模式为 主，服务于各企事业单位。 公司先后荣获《中国名牌产品》、《中国驰名商标》、《中国职业装十大领军企业》、《最具专注力服装品牌》、《中国西服（含衬衫）十强企业》、 《全国百佳质量诚信标杆示范企业》、《全国售后服务行业十佳单位》、《全国服装标准化工作先进单位》、《国家级守合同重信用企业》、《国家级 ...

Key Takeaways CRI beat Q4 estimates with 7.6% sales growth, but shares slid on weak Q1 and 2026 EPS outlook.U.S. Retail, Wholesale and International sales rose, lifted by an extra week adding $37M.2026 EPS seen down low double to mid-teens as tariffs and costs pressure margins.Carter's, Inc. (CRI) reported fourth-quarter 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. While earnings declined from the year-ago quarter’s respective number, sales increased.Carter’s adjusted ea ...