NEW DELHI : Global fashion and personal-care brands are scrambling to enter India, attracted by rising affluence and evolving consumer aspirations in the world’s fastest-growing major economy, even as demand cools in other key markets. Large international clothing labels such as COS, Bershka, Next, and G-Star Raw, and cosmetics brand Lush have entered the Indian market over the past year. Canadian athleisure Lululemon and American contemporary clothing retailer Abercrombie are set to commence retail operati ...

Key Takeaways American Eagle delivered Q3 revenues of $1.36B with higher comps and beats on both top and bottom lines.Stronger sales at AE and Aerie lifted results, with digital traffic improving throughout the quarter.Management raised Q4 operating income guidance to $155-$160M on expected 8-9% comp growth.American Eagle Outfitters, Inc. (AEO) reported solid third-quarter fiscal 2025 results and encouraged adjusted operating profit guidance for fourth-quarter and fiscal 2025. The company delivered top and ...

The major U.S. index futures are currently pointing to a higher open on Wednesday, with stocks likely to add to the gains posted in the previous session.The futures remained positive following the release of a report from payroll processor ADP showing an unexpected decrease by U.S. private sector employment in the month of November.ADP said private sector employment fell by 32,000 jobs in November after climbing by an upwardly revised 47,000 jobs in October.Economists had expected private sector employment ...

Core Insights - Urban Outfitters Inc. (NASDAQ:URBN) is recognized as one of the best performing retail stocks in 2025, with UBS maintaining a Neutral rating while increasing its price target to $80 from $70 [1] - The company reported earnings per share of $1.28 for the third quarter, surpassing analyst expectations of $1.19, and revenue reached $1.53 billion, exceeding the forecast of $1.48 billion [2] - The brands under Urban Outfitters, including Anthropologie and Free People, experienced strong single-digit growth, while the Urban Outfitters brand saw double-digit growth [2] Financial Projections - UBS projects a five-year earnings per share CAGR for Urban Outfitters to be around 8% in its base case, with an upside case anticipating a CAGR in the low teens [3] - The company operates through three segments: Retail, Wholesale, and Subscription, with a portfolio that includes brands such as Anthropologie, Free People, FP Movement, Urban Outfitters, and Nuuly [3]

Core Insights - A significant portion of fashion executives (only 18 percent) viewed sustainability as a top-three risk for growth in 2022, with the 2026 report indicating that sustainability and ethical practices ranked seventh in factors influencing high-net-worth individuals' purchasing decisions from luxury brands [1] Group 1: Primark's Sustainability Efforts - Primark's interim CEO emphasized that sustainability remains a priority for the company, despite claims of reduced focus in other sectors [2] - The company aims for all clothing to be made from recycled or sustainably sourced materials by 2030, achieving 74 percent of clothing units sold containing such materials in the 2024-25 reporting year, a 12 percent increase from 2023 [3] - Of the 74 percent, 39 percent of Primark clothing now features recycled fibers, although comparisons to previous periods are not specified [4] Group 2: Primark Cares Strategy - The Primark Cares sustainability strategy was introduced in September 2021, building on the Ethical Trade program established 15 years ago [5] - Currently, 5 percent of items are designed for circularity, making them easier to recycle at end-of-life, with specific percentages for Jersey (20 percent) and denim (8 percent) [6]

Core Insights - Khaite has established a joint venture with Yagi Tsusho Ltd. to enter the Japanese market, marking a strategic partnership aimed at long-term growth [1][2] - The launch of Khaite in Japan is scheduled for the fall season of next year, leveraging Yagi Tsusho's local expertise and relationships [1][2] Company Overview - Khaite, founded in 2016 by creative director Catherine Holstein, has gained recognition in the luxury fashion sector and has received multiple awards [3] - The brand has attracted investment, including a stake sale to New York growth equity firm Stripes in 2023 [3] Strategic Partnership - Yagi Tsusho, established in 1946, has a strong heritage and global presence, with operations in the U.S., Europe, and Asia [2] - The partnership is expected to enhance Khaite's storytelling, craftsmanship, and quality in the Japanese market [2]

Selected Financial Indicators Summarized selected financial indicators of the Group for 09 months of 2025 compared to 09 months of 2024 and 30.09.2025 compared to 31.12.2024 were as follows: in thousands of EUR09m 202509m 2024Change Revenue44 37946 489-4.5%Gross Profit24 23027 232-11.0%Operating profit10 25814 452-29.0%EBITDA12 81016 724-23.4%Net profit for the period8 98510 705-16.1%Net profit attributable equity holders of the Parent company8 2819 711-14.7%Earnings per share (EUR)0,230,27<td style="width: ...

Core Insights - Black Friday in India has evolved into a major shopping event, characterized by significant discounts and a surge in consumer engagement, transforming it into a spectacle rather than just a sale [2][30] - E-commerce platforms are leveraging the momentum from Diwali sales, with a record Gross Merchandise Value (GMV) of Rs 1.24 lakh crore, to boost their earnings during Black Friday [3][30] - The event has seen a 25% annual increase in demand for fashion items, particularly driven by consumers from Tier 2 and Tier 3 cities [6][30] E-commerce Trends - Major players like Amazon, Flipkart, Myntra, Nykaa, and Tata Cliq are leading the Black Friday trend in India, launching special deals days in advance [7][30] - Amazon's Black Friday Sale, set to go live on November 28, offers discounts of up to 80% along with cashback and credit card offers, showcasing a strong collaboration with sellers and brands [8][30] - Nykaa's 'Pink Friday Sale' offers discounts of up to 60% on beauty products and up to 80% on fashion items, reflecting a significant growth in customer acquisition and GMV [11][12][30] Marketing Strategies - Retailers are employing extensive pre-sale marketing strategies, including influencer collaborations and digital teasers, to create buzz around Black Friday [13][15][30] - Myntra's marketing approach includes performance-led campaigns and influencer-driven content to enhance customer engagement and purchase intent [16][30] - Brands are utilizing celebrity endorsements and influencer hype to attract consumers, with Nykaa partnering with notable figures for its campaigns [14][30] Retail Experience - Shopping malls are preparing for increased footfall during Black Friday, enhancing the shopping experience with festive decor and extended hours [20][24][30] - Malls are implementing pre-sale strategies to build anticipation, including loyalty member updates and immersive digital content [22][24][30] - The event is expected to deepen customer loyalty and enhance tenant performance, with a focus on premium products and family-oriented outings [25][26][30] Consumer Behavior - Black Friday has become a highly anticipated shopping week in India, with consumers planning big-ticket purchases and seeking attractive deals across various categories [18][31][30] - The ongoing wedding season and early winter have spurred demand for premium and luxury items, indicating a shift in consumer preferences [28][31]

Core Insights - Brooke Rodd, a retail brand founded by Brooke Lanier Rodd, has filed for Chapter 11 bankruptcy protection, seeking to restructure its debt while keeping its Santa Monica store operational [5][6]. Company Background - Brooke Lanier Rodd began her career in the music industry, working with notable figures and artists at The Hit Factory Recording Studio and Arista Records [1][2]. - Transitioning from music to fashion photography, Rodd eventually established her retail brand in Los Angeles, inspired by her appreciation for vintage style and unique treasures [3][4]. Bankruptcy Filing - The bankruptcy filing is categorized as a Chapter 11 Subchapter V petition, which is a streamlined reorganization option for small businesses [6]. - The company cited a significant imbalance between its assets and liabilities as the reason for the bankruptcy [6]. - The filing includes a request for court approval of a reorganization plan that would allow the business to pay creditors while remaining operational during the restructuring process [7].

Core Insights - Citi Trends (CTRN) is valued at $364 million and primarily serves African-American and Latino families in the U.S. with fashion apparel, accessories, and home goods [1] - The stock has shown strong technical momentum, gaining 23.84% since a new "Buy" signal was issued on October 9 [2] - Over the past year, CTRN shares have increased by more than 130%, indicating significant growth [6] Technical Indicators - Citi Trends recently hit a three-year high of $45.25 on November 25 [4] - The stock has a Weighted Alpha of +116.14 and a Relative Strength Index (RSI) of 77.01, suggesting strong performance [7] - There is a technical support level around $41.82, with a 50-day moving average of $36 [7] Financial Projections - Revenue is projected to grow by 6.04% this year and an additional 5.38% next year [7] - Earnings are estimated to increase by 77.81% this year and an additional 160.20% next year [8] - Positive sentiment from Wall Street analysts and retail investors supports the improving fundamentals of the company [6]