Core Viewpoint - Ralph Lauren has raised its annual revenue forecast, indicating confidence in the demand for its premium products despite economic uncertainties [1] Company Summary - The company is betting on strong demand for its high-priced Polo shirts and cotton cable knit sweaters [1]

This presentation contains certain "forward -looking statements" based on management's current expectations. Forward -looking stat ements include, but are not limited to, the statements under "Financial Outlook," statements regarding long term performance, statements regarding the Company's capital deployment plans, including anticipated annual dividend rates and share repurchase plans, and statements that can be identified by the use of forward -looking terminology such as "may," "can," "if," "continue," " ...

Core Insights - Tapestry reported an increase in first-quarter sales and profit, indicating strong performance [1] - The company raised its full-year outlook, reflecting confidence in future growth [1] - The Coach brand is successfully attracting Gen Z customers, which is a key demographic for the company's growth strategy [1] Financial Performance - First-quarter sales and profit were higher compared to previous periods, showcasing robust financial health [1] - The raised full-year outlook suggests an optimistic forecast for revenue and earnings growth [1] Market Trends - The appeal of the Coach brand to Gen Z customers highlights a shift in consumer preferences and market dynamics [1] - This demographic focus may drive future marketing and product development strategies for Tapestry [1]

Solo Brands Accelerates Structural Cost Reduction to Match Current Demand Levels; Delivers $11 Million of Operating Cash in Q3, Marking Second Consecutive Quarter of Positive Cash FlowGRAPEVINE, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Solo Brands, Inc. (NYSE: SBDS)(1) (“Solo Brands” or “the Company”) a leading portfolio of lifestyle brands (Solo Stove, Chubbies, Isle and Oru) that are redefining the outdoor and apparel industries, today announced its financial results for the three and nine months ended Se ...

Under Armour forecast annual revenue and profit below Wall Street estimates on Thursday, as the sportswear maker faces a demand decline and rising tariff costs. ...

Core Insights - Under Armour reported its unaudited financial results for Q2 of fiscal 2026, showing a revenue decline of 5% to $1.3 billion, with a 6% decrease on a currency-neutral basis [9][14] - The company is experiencing brand momentum in North America, which is seen as a positive sign for its turnaround strategy [2][5] - The restructuring plan initiated in May 2024 has led to significant charges, with $147 million incurred so far, including $103 million in restructuring and impairment charges [5][10] Financial Performance - Revenue decreased by 5% to $1.3 billion, with North American revenue down 8% to $792 million, while international revenue grew 2% to $551 million [9][14] - Gross margin declined by 250 basis points to 47.3%, primarily due to supply chain challenges and increased tariffs [9][12] - Selling, general, and administrative (SG&A) expenses rose by 12% to $582 million, with adjusted SG&A expenses increasing by 9% to $577 million [9][21] Share Buyback and Cash Management - Under Armour repurchased $25 million of its Class C common stock in Q2, retiring 5.2 million shares, totaling 18 million shares repurchased for $115 million under a $500 million program [4][10] - Cash and cash equivalents stood at $396 million, with the company using proceeds from issuing Senior Notes to discharge $600 million in Senior Notes due 2026 [9][16] Outlook for Fiscal 2026 - The company expects revenue to decrease by 4% to 5%, with anticipated declines in North America and Asia-Pacific, but a slight increase in EMEA [10][19] - Gross margin is projected to decline by 190 to 210 basis points, mainly due to higher U.S. tariffs [10][19] - SG&A expenses are expected to decrease by a mid-teens percentage rate, with adjusted SG&A projected to decline at a mid-single-digit rate [10][19]

Core Insights - Under Armour, Inc. announced the appointment of Reza Taleghani as Executive Vice President and Chief Financial Officer, effective February 2026, succeeding David Bergman, who will remain with the company until the end of Q1 fiscal 2027 for a smooth transition [1][2]. Group 1: Leadership Transition - David Bergman has been with Under Armour for 21 years and has played a crucial role in the company's success and resilience [2]. - Reza Taleghani brings over 25 years of global financial and operational leadership experience, previously serving as EVP and CFO at Samsonite Group S.A. [3][4]. - Taleghani expressed enthusiasm about joining Under Armour at a pivotal moment, emphasizing the company's strong foundation and focus on performance and innovation [2][3]. Group 2: Reza Taleghani's Background - At Samsonite, Taleghani oversaw global finance, accounting, investor relations, treasury, internal audit, and mergers and acquisitions, leading to record gross and EBITDA margins [3]. - Prior to Samsonite, he held senior roles at Brightstar Corp. and spent over 15 years at J.P. Morgan in various financial sectors [4]. - Taleghani holds a JD/MBA from Villanova University and dual bachelor's degrees from Brown University [4]. Group 3: Company Overview - Under Armour, headquartered in Baltimore, Maryland, is a leading inventor, marketer, and distributor of branded athletic performance apparel, footwear, and accessories [5]. - The company aims to empower human performance through innovative products designed to enhance athletic capabilities [5].

Tapestry Inc. wanted to supersize its business through acquisition — but staying focused and letting Coach drive results is working out just fine. Excluding the recently sold Stuart Weitzman business, Tapestry’s fiscal first-quarter sales shot up 16 percent to $1.7 billion. That included a 22 percent jump at Coach, to $1.4 billion. Kate Spade, where the turnaround is still a work in progress, slipped 8 percent to $260.2 million. More from WWD “Fundamentally what’s driving our growth is new customer acqui ...

The big news this week, corporate in corporate China, right. You remember Starbucks and the issues they're having there with their foreign units. In fact, when you look at the opposite, some of the success stories, Lululemon, when you look at their specific China unit and the amount of growth they've seen throughout the year is expected into the next few years.So from about early 2020 to $400 million into the expected close to 2 billion off the China business, that's about a5x growth just over five years. R ...

Tonight, protesters of fast fashion giant Sheen rallying inside its first brickandmortar store. >> Demonstrators in Paris outraged over the controversial brand setting up shop in the fashion capital of the world. Some dragged out by police.Shien, which was founded in China in 2012 and is now based in Singapore, is commonly criticized by human rights and sustainability advocates for its labor practices and environmental impact, reportedly adding thousands of new items to its site each day. Things like dresse ...