Core Insights - DESCENTE LTD. is opening CASA DESCENTE in Cortina d'Ampezzo, Italy, during the Milano Cortina Winter Olympics, serving as a hub for athletes, teams, staff, and media [1][7] Group 1: CASA DESCENTE Overview - CASA DESCENTE will feature a dining area for relaxation and brand experience for athletes, teams, staff, and media [1] - The venue will showcase DESCENTE's craftsmanship, latest technologies, and history, emphasizing the brand's commitment to high-performance apparel [2] Group 2: Exhibitions and Experiences - The exhibition will highlight DESCENTE's 90-year history since its founding in 1935, showcasing the evolution of high-performance clothing through historical racing suits [3] - A presentation of racing suits for national teams from Switzerland, Canada, Germany, Spain, China, and Korea will illustrate the blend of performance and aesthetics that defines DESCENTE [4] - The latest technologies developed at DESCENTE's R&D hub, DISC (DESCENTE INNOVATION STUDIO COMPLEX) in Osaka, will be featured, showcasing the brand's expertise and commitment to innovation [5] Group 3: Lounge and Viewing Experience - A lounge area equipped with a large screen will provide live broadcasts of competitions and highlight videos, fostering interaction among athletes, teams, and staff [6]

Infrastructure Investment - India announced measures to invest nearly $133 billion to enhance infrastructure and boost manufacturing across various sectors including textiles and electronic components [1] - A growth fund of 100 billion rupees was allocated for small businesses, along with a 20 billion rupee top-up on a previous self-reliant fund [2] Economic Context - The budget presentation by Finance Minister Nirmala Sitharaman aimed to protect the economy amid global uncertainties and ongoing US tariffs [2][3] - The external environment is characterized by disrupted supply chains and challenges to trade and multilateralism [3] Benefiting Sectors - **Pharmaceuticals**: An outlay of $1.1 billion over five years was announced to enhance production and research for biologics and biosimilars, aiming to position India as a biopharma hub [4] - **Textiles**: Policy measures including the establishment of 'mega textile parks' are expected to benefit apparel makers affected by tariffs, with companies like Raymond Ltd. and Trident Ltd. seeing significant stock gains [6] - **Electronic Manufacturing**: A $4.3 billion investment was earmarked for electronic components manufacturing, with major firms like Apple increasing their presence in India [7][8] - **Data Centers**: A tax holiday proposal for foreign companies providing cloud services from India-based data centers through 2047 is anticipated to boost the cloud infrastructure sector [9][10] - **Infrastructure**: Shipping stocks gained following announcements of a ship-repair ecosystem and incentives for seaplanes, with companies like Shipping Corp. of India seeing stock increases [11][12] - **GIFT City**: A proposed extension of the tax holiday at GIFT City aims to attract foreign capital, potentially positioning it as a rival to financial hubs like Dubai and Singapore [13] Losing Sectors - **Brokers**: An increase in the securities transaction tax on equity futures and options has led to declines in shares of stock brokers and exchanges, reflecting a government effort to curb speculative trading [14] - **State-Owned Banks**: Expectations for consolidation and foreign shareholding relaxation were unmet, leading to declines in shares of state-run banks amid concerns over a record bond sale impacting treasury incomes [15] - **Clean Energy**: The clean energy sector expressed disappointment over the lack of anticipated tax regime rationalization, which was expected to facilitate a transition to a net carbon zero economy [16]

Following the debut of the first Moncler Grenoble store in the heart of St. Moritz in the Swiss Alps, the new Aspen location marks the brand's second flagship worldwide fully dedicated to Moncler Grenoble. More than a retail opening, the store showcases this brand dimension, offering an immersive expression of Moncler's mountain DNA, rooted in the brand's heritage and defined by the dialogue between high performance and high style. Spanning 250 square meters, the store is conceived as an immersive environme ...

Economic Measures - India announced measures to invest nearly $133 billion to enhance infrastructure and boost manufacturing across various sectors, including textiles and electronic components [2] - A growth fund of 100 billion rupees was allocated for small businesses, along with a 20 billion rupee top-up on a previous self-reliant fund [5] Benefiting Sectors - Pharmaceuticals sector is set to benefit from an outlay of $1.1 billion over the next five years aimed at boosting production and research for biologics and biosimilar drugs, with the Nifty Pharma Index surging post-announcement [6][14] - The textile industry is expected to gain from policy measures including the establishment of 'mega textile parks', with companies like Raymond Ltd. and Trident Ltd. seeing significant stock price increases [7][14] - Electronic manufacturing received a $4.3 billion investment to enhance production capabilities, particularly as companies like Apple Inc. expand their operations in India [7][14] - Cloud infrastructure companies will benefit from a proposed tax holiday for foreign firms providing cloud services from India-based data centers through 2047 [8][14] - Shipping stocks gained traction following the announcement of a ship-repair ecosystem and incentives for seaplanes, with companies like Shipping Corp. of India rising by 4.3% [9][14] - Firms in the cargo and transport sector, such as Container Corp. of India Ltd., are expected to benefit from proposed allocations for new dedicated freight corridors and high-speed city rail corridors [9][14] Losing Sectors - The government increased the securities transaction tax on equity futures from 0.02% to 0.05%, leading to declines in shares of the BSE and stock brokers like Angle One Ltd. [11][14] - State-owned banks faced disappointment as expectations for consolidation and relaxation of foreign shareholding caps were unmet, with shares of major banks like State Bank of India falling significantly [12][14] - The clean energy sector anticipated tax regime rationalization, which did not materialize, leaving the industry disappointed [12][14]

"广货行天下"春季行动服装专场直播间热力沸腾 不远处，BEBE DE PINO的负责人杨女士举起一件色彩明丽的童装，上面的小松鼠图案活泼灵动。"日 韩风偏爱灰白，但我们觉得孩子就该有跳跃的色彩！"这个从韩国归来的团队，最终选择扎根广州，正 是因为这里汇聚了从设计、面料到生产的完整生态。"广州是品牌高地，品质要求严苛，正合我们心 意。" 巽彩品牌店主吴晓蕾曾是一名法官，后来去北漂做了自由撰稿人，最后出于对美的热爱，选择来到了底 蕴与时尚并存的广东。她在直播间与"老粉"谈笑风生，十几年的客户处成了挚友。"我常梦见衣服的样 子，"她说，"能把美做出来，让女孩穿上发光，我觉得特别幸福。" 服装专场直播间里，八折、六折已是常态，但这一场直播，远不止折扣与销量。直播间热闹的背后，以 香云纱、广绣等为代表的非遗，以广州中大门为核心的时尚设计与供应链,以及以原创设计师品牌集群 构成的高端制造能力，正在成为服装"广货"畅行天下的硬核支撑。 编辑：邬嘉宏 羊城晚报全媒体记者 廖梦君 实习生 纪婕 广州的冬末春初，空气里裹着湿漉漉的凉意，但走进由广东省工信厅主办的"广货行天下"春季行动服装 专场的直播间，却能感受到热力沸腾——一件 ...

BEBE DE PINO 3 7 8 7 8 KINET A BOOK 15 8 6.6 W B C 来自潮州的广东简绎服饰有限公司（以下简称"简绎服饰"）带来了一场东西方美学碰撞的视觉盛宴。"潮绣是我们最基础、最重要的工艺根基。"简绎服饰设 计总监赵亚坤表示，在此基础上，简绎服饰更进一步，将潮绣、苏绣等非遗工艺与现代科技材料深度融合——发光纤维、发热纤维、温控纤维的创新应用， 让礼服在不同场景下既保持舒适穿着体验，又兼具惊艳视觉表现力。凭借过硬的产品实力，简绎服饰已在加拿大、美国、法国等多个国家完成注册，服务对 象涵盖众多明星艺人，让"广货"礼服的精致工艺闪耀国际舞台。 广东都市丽人实业有限公司（以下简称"都市丽人"）以571项专利技术为底气，携两大创新系列新品登场。该公司电商商品总监陈艳介绍，依托累计超3000 万人体数据的积淀，都市丽人内衣的版型设计精准贴合亚洲女性体型。此次发布的重点项目——加拿大鹅绒保暖衣，从原材料端突破创新，实现"轻薄与保 暖兼得"。2026年春夏新品"小黑瓷"系列内衣更是自带"黑科技"，能助力微循环改善。 硬核工艺破除行业发展难题 1月31日，广州中大门国际时尚发布中心，人声鼎沸 ...

Core Insights - Deckers Outdoor Corporation (NYSE: DECK) experienced a significant increase in share prices, rising by 19.36% week-on-week, driven by strong earnings performance from its brands Ugg and Hoka [1] Financial Performance - For the third quarter of fiscal year 2026, Deckers reported a net income increase of 5.3% to $481 million, up from $456.7 million year-on-year, while net sales grew by 7.1% to $1.96 billion from $1.83 billion [2] - Ugg generated $1.3 billion in revenue, reflecting a 4.9% increase from $1.24 billion in the same period last year, while Hoka's net sales rose by 18.5% to $628.9 million from $530.9 million [3] Growth Outlook - Following the positive earnings results, Deckers raised its full fiscal year growth outlook, now expecting net sales to be between $5.4 billion and $5.425 billion, an increase from the previous estimate of $5.35 billion [4] - The outlook for diluted earnings per share was also revised upward to a range of $6.80 to $6.85, compared to the earlier forecast of $6.30 to $6.39 [4] Market Position - The company highlighted strong gross margins due to high levels of full-price selling from UGG and HOKA, indicating a positive trajectory for profitable growth in premium and differentiated brands within expanding market segments [5]

Core Viewpoint - G-III Apparel Group, Ltd. has initiated a quarterly dividend of $0.10 per share, indicating a strategic shift towards returning capital to shareholders while maintaining a strong brand portfolio and financial position [2][5]. Group 1: Financial Performance - G-III reported a strong third quarter with gross margins and earnings exceeding expectations, driven by a higher mix of full-price sales and effective tariff management [3]. - The company has raised its fiscal 2026 earnings guidance due to better-than-expected third-quarter performance, while remaining cautious about consumer spending and potential margin pressures from tariffs [4]. Group 2: Strategic Initiatives - G-III's management believes that its brand portfolio and operating model position the company well to achieve its fiscal 2026 goals, allowing for capital returns through dividends while retaining flexibility for strategic investments [5]. - The company’s brands have shown strong consumer connection, with steady demand expected to continue into the holiday season [3]. Group 3: Company Overview - G-III Apparel Group is a global fashion company involved in design, sourcing, distribution, and marketing, owning and licensing over 30 brands, each with distinct positioning and consumer reach [6].

Group 1 - Levi Strauss & Co. reported a modest top and bottom line beat for Q4 2025, with a non-GAAP EPS of $0.41, outperforming estimates by $0.02, and revenue of $1.8 billion, beating estimates by $90 million [2] - For the full year 2025, Levi Strauss & Co. achieved net revenues of $6.3 billion, with net income from continuing operations at $502 million and adjusted net income at $537 million, compared to $210 million and $499 million in FY 2024 respectively [3] - The company's capital returns to shareholders increased by 26% year-over-year, amounting to $363 million [3] Group 2 - The full-year earnings forecast from Levi Strauss was considered a little light, despite a solid revenue forecast [1] - The company has successfully broadened its merchandise selection beyond jeans, but has faced challenges due to external factors such as President Trump's trade war [1] - The stock has struggled to find its footing following a significant sell-off after the last earnings report, similar to trends observed in the broader apparel industry [1]

Group 1: Institutional Investment Activity - Vaughan Nelson Investment Management L.P. acquired a new stake in PVH valued at approximately $74.34 million in Q3 [1] - Federated Hermes Inc. increased its holdings in PVH by 9.0% in Q2, now owning 281,149 shares worth $19.29 million after acquiring an additional 23,203 shares [1] - Truist Financial Corp grew its stake in PVH by 57.3% in Q2, now holding 10,978 shares valued at $753,000 after acquiring an additional 3,997 shares [1] - Pzena Investment Management LLC increased its holdings by 4.0% in Q2, now owning 6,407,637 shares valued at $439.56 million after acquiring an additional 246,070 shares [1] - Capricorn Fund Managers Ltd acquired a new position in PVH worth approximately $3.43 million in Q2 [1] - 97.25% of PVH's stock is owned by institutional investors [1] Group 2: Financial Performance - PVH reported earnings per share (EPS) of $2.83 for the last quarter, beating the consensus estimate of $2.56 by $0.27 [3] - The company had revenue of $2.29 billion during the quarter, slightly above analyst estimates of $2.28 billion [3] - PVH's quarterly revenue increased by 1.7% year-over-year [3] - The company set Q4 2025 EPS guidance at 3.200-3.350 and FY 2025 guidance at 10.850-11.000 [3] - Analysts anticipate PVH will post an EPS of 11.67 for the current fiscal year [3] Group 3: Stock Performance and Valuation - PVH shares opened at $62.37, with a market cap of $2.86 billion [2] - The company has a P/E ratio of 9.35 and a P/E/G ratio of 2.21 [2] - PVH's 52-week low is $59.28 and the high is $92.60 [2] - The stock has a quick ratio of 0.72, a current ratio of 1.47, and a debt-to-equity ratio of 0.46 [2] - The 50-day simple moving average is $70.69 and the 200-day simple moving average is $76.61 [2] Group 4: Analyst Ratings - Weiss Ratings restated a "hold" rating on PVH [4] - Telsey Advisory Group reissued an "outperform" rating with a price target of $95.00 [4] - Citigroup lowered its price target from $83.00 to $80.00, maintaining a "neutral" rating [4] - BTIG Research restated a "buy" rating with a target price of $100.00 [4] - Guggenheim assumed coverage with a "neutral" rating [4] - The average rating for PVH is "Hold" with a consensus price target of $91.60 [4] Group 5: Company Overview - PVH Corp is a leading global apparel company known for its portfolio of iconic brands including Calvin Klein and Tommy Hilfiger [5] - The company designs, markets, and distributes clothing, accessories, and fragrances under both owned and licensed brands [5] - PVH's operations span the entire value chain from product design and development to manufacturing, marketing, and distribution [6]