Core Viewpoint - The investment outlook for Ermenegildo Zegna (NYSE: ZGN) remains positive, with expectations of a 10% compound annual growth rate (CAGR) in sales despite recent short-term weaknesses [1] Group 1: Investment Strategy - The investment approach focuses on long-term growth while also considering short-term opportunities to uncover alpha [1] - Emphasis is placed on bottom-up analysis to assess the fundamental strengths and weaknesses of individual companies [1] - The investment duration is categorized as medium to long-term, targeting companies with solid fundamentals and sustainable competitive advantages [1]

Core Insights - Adidas reported record-breaking third-quarter results for 2025, with sales revenues increasing 12% to €6.63 billion and operating profit rising 23% to €736 million, marking the highest quarterly sales in the company's history [1] - The company raised its full-year guidance, now expecting currency-neutral revenue growth of around 9% and operating profit of approximately €2 billion, up from previous forecasts of high single-digit growth and profits between €1.7 billion and €1.8 billion [1] - Adidas' strategy focuses on being "a global brand with a local mindset," empowering local managers and establishing nine product creation centers worldwide, which has contributed to outperforming competitors like Nike and Puma [1][2] Financial Performance - In Greater China, sales rose 10% to €947 million, driven by localization efforts, with 60% of products designed in Shanghai and 95% sourced domestically [2] - Sales in Europe, Adidas' largest market, increased 12% to €2.33 billion, while Japan and South Korea saw an 11% rise; Latin America and Emerging Markets grew by 21% and 13%, respectively [3] - North America experienced the lowest growth at 8%, attributed to delivery issues with accessories, which limited category growth to just 1% [3][4] Market Challenges - The company is navigating the impact of tariffs on imported goods, initially estimating a €200 million profit impact, later revised to €120 million [5] - Adidas has reduced its reliance on Chinese sourcing for U.S. products to 3%-4% and is working with suppliers to mitigate tariff burdens [6] - Concerns remain regarding the indirect effects of tariffs on consumer behavior, particularly as inflation rises [7][8] Product Performance - Apparel sales increased by 16% to €2.38 billion, while footwear sales grew 11% to €3.75 billion [9] - The "terrace trend" in footwear has been pivotal for Adidas, with performance products growing at 17%, outpacing lifestyle categories [10][11] - The company is investing in maintaining the terrace trend through regular product launches and collaborations, while also expanding "low profile" offerings [12][13] Strategic Initiatives - Adidas is promoting cross-pollination between lifestyle and performance products, utilizing designs from one sport to influence another [14] - A new capsule collection for women inspired by retro aesthetics is set to launch, receiving positive feedback from the trade [15] - The company aims to capitalize on the streetwear trend by producing lifestyle footwear resembling soccer boots [16] Future Outlook - The goal is to stabilize growth and maintain a 10% operating profit margin, with ambitions for area managers to strive for market leadership [17] - While global dominance is not feasible, particularly in the U.S. market where Nike holds a significant advantage, the company maintains an ambitious outlook for future growth [18]

Adidas’s running and football franchises helped propel its growth in the third quarter as it looks to build on momentum from its success with retro sneakers https://t.co/3FySJWa4PE ...

Core Insights - H&M has partnered with Recover™ since early 2024 to develop products that incorporate mechanically recycled cotton into its collections [1] - Recover™ leverages over 75 years of textile recycling expertise, ensuring traceability and consistent quality at an industrial scale [1] - The collaboration allows for the commercial introduction of recycled cotton, supported by five recycling hubs strategically located in Europe, Asia, and the Americas [1]

Group 1 - The article does not provide any specific content related to a company or industry [1]

(Reuters) -Adidas's North America sales recorded the weakest growth among the German sportswear maker's regions in the third quarter, the company reported on Wednesday. Revenues for its Adidas brand in North America rose 8% on the year, excluding the impact of currency movements, lagging other markets, which grew between 10% and 21% in the quarter. Adidas's brand growth metric strips out sales of its discontinued Yeezy sneaker line, which was especially popular in the U.S. Its third-quarter North America ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased V.F. Corporation securities during the specified class period of the upcoming lead plaintiff deadline on November 12, 2025 [1] Group 1: Class Action Details - Investors who purchased V.F. Corporation securities between October 30, 2023, and May 20, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6] - The lawsuit alleges that V.F. Corporation's management provided misleading information regarding the company's turnaround plans, particularly concerning the Vans brand [5] Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience [4] - Rosen Law Firm has a history of successful settlements, including the largest securities class action settlement against a Chinese company at the time, and has recovered hundreds of millions for investors [4] Group 3: Case Specifics - The lawsuit claims that V.F. Corporation's management concealed the need for significant reset actions to return the Vans brand to growth, which negatively impacted revenue growth [5]

Core Insights - V.F. Corp. reported Q2'26 earnings on October 28, exceeding expectations on both revenue and earnings [1] - Despite the positive earnings report, the stock experienced an approximate 8% decline as investors sold off shares [1] Financial Performance - The company's Q2'26 results were significantly better than anticipated, indicating strong operational performance [1] - The stock's decline post-earnings suggests market reactions may not align with the reported financial success [1]

Core Insights - Moncler Group demonstrated resilience in the first nine months of the year, with sales supported by strong performance in China and the Americas, despite a 1 percent year-on-year decline to 1.84 billion euros [1][3] - The third quarter saw a better-than-expected sales dip of 1 percent year-on-year at constant exchange, reaching 615.6 million euros, surpassing the company's consensus estimate of 603.8 million euros [1] Sales Performance - Moncler brand sales for the nine-month period fell 1 percent to 1.55 billion euros, while Stone Island sales also declined by 1 percent to 288.1 million euros [3] - In Asia, revenues remained flat at 752.6 million euros, accounting for 48.5 percent of total sales, with China outperforming the region while Japan and South Korea showed weaker performance [7] Fourth Quarter Outlook - The company reported positive trading in the fourth quarter so far, with October starting well and positive results across different regions [5] - Direct-to-consumer sales for Stone Island posted double-digit growth of 11 percent at constant exchange in the third quarter [5] Expansion and Campaigns - Moncler expanded its store network by adding seven new stores and plans to open a flagship store on Fifth Avenue in New York City by June [6] - The "Warmer Together" campaign features prominent figures like Al Pacino and Robert De Niro, enhancing brand visibility [7] Regional Insights - China's performance remains strong, with local consumption and revenues from Chinese clusters performing well, particularly during the Golden Week, which aligned with last year's results despite global macroeconomic challenges [8]

Core Viewpoint - VF Corp's stock declined by 12.2% following its third-quarter guidance, despite a strong second-quarter performance that exceeded Wall Street's expectations [1][4]. Financial Performance - For the three months ended September 27, VF reported a net income of $189.8 million, or 48 cents per diluted share, an increase from $52.2 million, or 13 cents, in the same period last year [2]. - Revenue rose by 1.6% to $2.80 billion, compared to $2.76 billion in the previous year, while Wall Street expected adjusted diluted EPS of 42 cents on revenue of $2.73 billion [2]. Brand Performance - Revenue by brand showed mixed results: The North Face increased by 6% to $1.16 billion, Vans decreased by 9% to $606.9 million, Timberland grew by 7% to $506.4 million, and other brands collectively rose by 2% to $532.3 million [3]. Third-Quarter Guidance - VF's third-quarter revenue is forecasted to decline by 1% to 3%, with Wall Street's consensus expecting adjusted diluted EPS of 55 cents on revenue of $2.87 billion [4]. - In comparison, VF's adjusted diluted EPS for the three months ended December 28, 2024, was 62 cents on revenue of $2.8 billion [4]. Analyst Insights - Analyst Janine Stichter highlighted concerns regarding Vans' stagnant performance, despite some positive indicators from back-to-school sales [5]. - Stichter noted that third-quarter profit guidance was below consensus due to anticipated tariff impacts of $60 million to $70 million in the second half [5]. - Dana Telsey described VF's second-quarter report as "solid," with the outdoor segment growing by 4%, while the active business remains under pressure due to the ongoing Vans turnaround [6].