Burberry's ( OTCPK:BURBY ) strategic new plan, Burberry Forward, was launched in November 2024 and promised to "reignite brand desire, improve our performance and drive long-term value creation." This article looks at whether the new approach has been successful.My approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I als ...

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]

In a big de-escalation of recent trade tensions, the US and China have recently agreed to a 90-day truce that significantly lowers tariffs on hundreds of billions of dollars in goods.More specifically, the deal reduces US tariffs on Chinese imports from 145% to 30% and cuts Chinese tariffs on US goods from 125% to 10%. Importantly, the agreement provides a nice level of temporary relief while also opening the door for further negotiations.Several companies with notable China exposure, Apple (AAPL) and Nike ...

金十数据5月14日讯，英国奢侈品牌将裁员1700人，约占其全球员工的20%。公司预计，到2027年，组 织变革将额外节省6000万英镑的成本。 英国奢侈品牌Burberry全球裁员1700人 ...

Core Viewpoint - The shift in e-commerce platforms from supporting "refund only" policies to prioritizing seller interests reflects a significant change in the domestic e-commerce ecosystem, driven by the realization that the previous approach was exploited by consumers, leading to adverse effects on merchants and overall market health [1][3][9]. Group 1: Changes in E-commerce Policies - E-commerce platforms, including Taobao, have begun to implement features that allow merchants to screen out high refund rate customers, indicating a move towards protecting seller interests [3][10]. - The "refund only" policy, initially introduced to combat low-quality goods, has been found to be detrimental as it encouraged exploitative behavior among consumers, leading to a toxic shopping environment [4][8]. Group 2: Market Dynamics and Consumer Behavior - The rapid growth of the e-commerce market has masked the underlying conflicts between consumers and merchants, which have now surfaced as the market matures and enters a "stock stage" with limited growth potential [6][9]. - The prevalence of "refund only" policies has led to a situation where legitimate businesses suffer while exploitative consumers benefit, prompting platforms to reconsider their strategies [8][9]. Group 3: Industry-Specific Considerations - The fashion industry, characterized by high turnover rates, is particularly affected by refund policies, as unsold seasonal items can lead to significant financial losses for merchants [10][11]. - Taobao's decision to pilot the screening feature in the fashion sector is aimed at reducing costs for merchants by limiting exposure to high refund rate customers, thereby enhancing operational efficiency [10][11].

奢侈品牌Burberry首席执行官：我们仍然不知道美国关税的影响有多大。 ...

Core Concept - The summer fashion of 2025 embodies a dance between strength and softness, a dialogue between nature and urbanity, and a perfect balance of individuality and comfort, reshaping the philosophy of dressing for self-expression [1] Group 1: Power Aesthetics - Summer fashion can blend power and elegance, as demonstrated by Ralph Lauren and Alberta Ferretti, with lightweight materials and tailored silhouettes that redefine traditional office wear [3] - The use of colors like mint green and smoky pink in suits allows for versatility between professional and casual settings, marking a new identity for urban women [3] Group 2: Bohemian Freedom - The Bohemian style in 2025 is characterized by free expression, with earthy tones and irregular prints that tell stories of wanderlust [5] - Layering techniques, such as pairing ethnic print shirts with denim, create a balance between casual and adventurous aesthetics [5] Group 3: Watercolor Tones - Low-saturation watercolor tones are becoming the healing protagonists of summer wardrobes, offering a soft and dreamy aesthetic [6] - The emphasis on color harmony in outfits enhances the overall visual appeal, creating a poetic essence in everyday wear [6] Group 4: Luxurious Tweed - Chanel is redefining tweed for summer with lighter fabrics and vibrant colors, breaking the traditional association of tweed with colder seasons [8] - The versatility of tweed pieces allows for elegant transitions from work to leisure, showcasing a blend of classic and modern styles [8] Group 5: Ethereal Sheer Fabrics - Sheer fabrics are making their way into everyday fashion, providing a sense of lightness and elegance [9] - Styling tips focus on maintaining a cohesive look with monochromatic layers to enhance the romantic feel of sheer garments [9] Group 6: Floral Garden Aesthetics - Summer floral patterns are bolder and more vibrant, moving away from delicate spring designs to create a striking visual impact [11] - The principle of "main character thinking" emphasizes the importance of floral dresses as statement pieces in summer wardrobes [11] Group 7: Retro Polka Dots - Polka dots are evolving from a sweet motif to a symbol of attitude, with varying sizes and densities creating distinct styles [11] - The combination of polka dots with tailored pieces allows for a modern twist on vintage aesthetics [11] Group 8: Nautical Stripes - Nautical stripes are returning with richer color palettes, moving beyond traditional blue and white to include cream and deep hues [12] - The simplicity of striped pieces makes them versatile for both casual and professional settings [12] Group 9: Accessory Revolution - Accessories are taking center stage in 2025, with layering techniques enhancing visual interest and personal expression [13] - The focus on bold accessories allows for a statement-making approach to styling, transforming simple outfits into standout looks [13] Group 10: Self-Expression Through Fashion - Summer fashion in 2025 emphasizes clothing as a medium for self-expression, reflecting confidence, freedom, and healing [13] - The importance of finding pieces that resonate with personal identity is highlighted, encouraging a unique approach to daily dressing [13]

Core Insights - Marimekko's net sales increased by 5% in Q1 2025, reaching EUR 39.6 million, driven by growth in wholesale sales in Europe and retail sales in Finland [6][10][11] - The company anticipates net sales growth for 2025, with a comparable operating profit margin estimated at 16-19% [3][18] Financial Performance - Net sales for Q1 2025 were EUR 39.6 million, compared to EUR 37.7 million in Q1 2024, marking a 5% increase [5][6] - International sales rose by 14%, contributing to 53% of total net sales [5][11] - Operating profit decreased to EUR 4.3 million from EUR 5.1 million, with a margin of 10.8% [5][12] - EBITDA for Q1 2025 was EUR 6.7 million, down from EUR 7.4 million in the previous year [5] Market Dynamics - Retail sales in Finland grew by 9%, but total net sales in Finland decreased by 3% due to lower non-recurring promotional deliveries [11][12] - The company faced challenges from timing-related factors affecting net sales development, particularly in licensing income [6][22] Strategic Initiatives - Marimekko plans to open approximately 10-15 new stores in Asia in 2025, focusing on international growth [20][21] - The company is enhancing its omnichannel retail network, with new store openings and a franchise partnership in Canada [16][17] Future Outlook - The company expects continued growth in international sales, particularly in the Asia-Pacific region, despite uncertainties in the global economy [19][20] - Fixed costs are projected to rise in 2025, influenced by general cost inflation and increased marketing expenses [23]

Core Viewpoint - IREN Limited is expected to report its third-quarter fiscal 2025 results on May 14, with a consensus estimate of 17 cents per share, a decrease from the previous estimate, and projected revenues of $155.69 million, indicating a significant year-over-year improvement of 186.45% [1][2]. Group 1: Financial Performance Expectations - The fiscal third-quarter performance is anticipated to benefit from increased bitcoin revenues, with reported monthly revenues of $52 million, $43.9 million, and $45.3 million for January, February, and March respectively [3]. - However, the revenue per Bitcoin mined has shown a decline, with March's revenue at $85,012, down from $95,570 in February and $99,789 in January, which may pressure both topline and margins for the upcoming quarter [4]. Group 2: Additional Revenue Streams - AI Cloud services revenues have shown a gradual increase, with $0.8 million in January, $1.2 million in February, and $1.6 million in March [5]. Group 3: Earnings Expectations and Model Insights - According to the Zacks model, IREN Limited currently has an Earnings ESP of -40.00% and a Zacks Rank of 4 (Sell), indicating a lower likelihood of an earnings beat compared to other companies [6].

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those that can fulfill their potential is challenging [1] Group 1: Company Overview - Kontoor Brands (KTB) is currently recommended as a growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong potential for growth investors [2] Group 2: Earnings Growth - Kontoor's historical EPS growth rate is 13.6%, with projected EPS growth of 9.5% this year, significantly outperforming the industry average of 1.8% [4] Group 3: Asset Utilization - Kontoor has an asset utilization ratio (sales-to-total-assets ratio) of 1.58, indicating that the company generates $1.58 in sales for every dollar in assets, compared to the industry average of 1.19 [5] Group 4: Sales Growth - The company's sales are expected to grow by 1.1% this year, surpassing the industry average growth of 0.8% [6] Group 5: Earnings Estimate Revisions - The current-year earnings estimates for Kontoor have increased by 2.9% over the past month, reflecting a positive trend in earnings estimate revisions [7] Group 6: Investment Potential - Kontoor has achieved a Zacks Rank of 2 and a Growth Score of B, suggesting it is a potential outperformer and a solid choice for growth investors [9]