Core Insights - Tapestry Inc. is recognized as one of the best performing retail stocks in 2025, with a reaffirmed Buy rating and a price target of $120 by TD Cowen after a recent visit to the company's facilities [1][2] Financial Performance - Tapestry reported record first-quarter fiscal 2026 results, generating $1.7 billion in revenue and earnings of $1.38 per share, reflecting a 16% increase in sales and a 35% growth in EPS year-over-year [2] - The flagship brand Coach contributed significantly to this growth, achieving a 21% revenue increase, while Kate Spade experienced a decline of 9% [2] Strategic Insights - TD Cowen noted that Kate Spade is still a "work-in-progress" and requires patience, but expressed confidence in the "One Coach" strategy if implemented effectively across product lines [3] - Tapestry operates in three segments: Coach, Kate Spade, and Stuart Weitzman, providing luxury accessories and branded lifestyle products across various regions including North America and Greater China [3]

Core Insights - Caleres, Inc. (CAL) is perceived as undervalued but is facing challenges in maintaining its market position due to the planned acquisition of Stuart Weitzman, which introduces significant risks related to increased debt levels [1]. Group 1: Company Overview - Caleres, Inc. is currently viewed as a cheap investment opportunity, but it is losing its solid footing in the market [1]. - The acquisition of Stuart Weitzman is a key factor contributing to the increased risks associated with Caleres, particularly concerning rising debt [1]. Group 2: Investment Analysis - The investment group "Value In Corporate Events" focuses on identifying actionable ideas from major corporate events such as earnings reports, mergers, and acquisitions [1]. - The group provides coverage of approximately 10 major events each month, aiming to uncover the best investment opportunities [1].

Core Insights - The retailer is establishing a new role of chief operating officer to enhance operational efficiency and focus on performance sportswear [1] - The heads of its geographic regions will be promoted to senior leadership positions, indicating a strategic shift towards regional management and accountability [1] Company Strategy - The creation of the chief operating officer role signifies a commitment to improving performance in the sportswear segment [1] - By promoting regional heads to senior leadership, the company aims to leverage local market insights and drive better performance [1]

Core Insights - Gildan Activewear Inc. has completed its acquisition of HanesBrands, significantly expanding its scale and brand portfolio in the activewear and innerwear sectors [1][10] - The merger combines Gildan's low-cost manufacturing model with HanesBrands' strong consumer brands, enhancing product innovation and operational efficiency [2][7] - Gildan anticipates at least $200 million in annual cost synergies from the acquisition, primarily through manufacturing efficiencies and supply chain improvements [4][10] Acquisition Details - The acquisition was structured as a combination of stock and cash, with HanesBrands shareholders receiving 0.102 Gildan shares and $0.80 in cash per share, addressing HanesBrands' prior debt obligations exceeding $2 billion [5][6] - Gildan financed the transaction through a $1.1 billion term loan, a $1.2 billion private placement of senior unsecured notes, and cash reserves [6] - Following the acquisition, HanesBrands was delisted from the NYSE and became a wholly owned subsidiary of Gildan, with all prior directors and officers resigning [6] Strategic Implications - The acquisition aligns with Gildan's strategy to expand its global footprint and diversify its product offerings, particularly in higher-margin apparel segments [7] - By leveraging Gildan's efficient operations and HanesBrands' premium brands, the company aims to drive revenue growth and improve shareholder returns [7] - Gildan's stock has performed well, climbing 23.7% in the past six months, outperforming the industry's decline of 17.4% [8]

MILAN — A new chief executive officer is expected at Italian fashion brand Twinset. Market sources say Gabriele Maggio, most recently CEO of Elisabetta Franchi, is joining Twinset, succeeding Alessandro Varisco. This follows the acquisition in June of 100 percent of the company by Borletti Group and Quadrivio & Pambianco, through the private equity vehicle Made in Italy Fund II, from The Carlyle Group. More from WWD Varisco joined Twinset in 2015 from Moschino, where he had led the brand since 2009. Befor ...

Key Takeaways lululemon sees menswear strength and refreshed innovation as it navigates softer U.S. sales.LULU is boosting agility with faster cycles and more newness, aiming to scale adjacent areas like footwear.lululemon targets a rebound in 2026 as it rebalances assortments and manages tariffs and markdowns.lululemon athletica inc.’s (LULU) second-quarter fiscal 2025 earnings call shows the brand at an inflection point, especially as U.S. sales soften and core casual franchises lose steam. Yet within thi ...

Core Viewpoint - Kontoor Brands (KTB) shows potential for significant upside, with a mean price target of $96.57 indicating a 28.5% increase from the current price of $75.16 [1] Price Targets and Analyst Estimates - The mean estimate consists of seven short-term price targets with a standard deviation of $13.38, indicating variability among analysts [2] - The lowest estimate is $75.00, suggesting a slight decline of 0.2%, while the highest estimate is $118.00, indicating a potential surge of 57% [2] - Analysts' price targets can be misleading, as empirical research shows they often do not accurately predict stock price movements [7][10] Earnings Estimates and Analyst Agreement - Analysts have shown increasing optimism regarding KTB's earnings, with a strong consensus on higher EPS estimates, which correlates with potential stock price increases [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 0.8%, with one estimate moving higher and no negative revisions [12] - KTB holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Conclusion on Price Movement - While the consensus price target may not be a reliable indicator of the extent of KTB's potential gains, it does provide a useful guide for the direction of price movement [14]

Centric Brands Expands Global Footprint With Strategic Acquisition Share Childrenswear expert Vingino joins the Centric portfolio to strengthen International business NEW YORK--(BUSINESS WIRE)--Centric Brands LLC (the Company), a leading global lifestyle brand collective, today announced the acquisition of the Vingino Group, an international children's fashion lifestyle brand known for its innovative product and design. Through this acquisition, Centric will leverage Vingino's operational and design infrast ...

Lululemon ( LULU ) currently trades at around $184, miles below its late 2023 peak of above $500 per share. It's been a while since I covered LULU back in May 2023 , when itI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity ...

Core Viewpoint - G-III Apparel Group, Ltd. is set to release its third quarter fiscal 2026 earnings on December 9, 2025, with a conference call scheduled for 8:30 a.m. ET to discuss the results [1]. Company Overview - G-III Apparel Group, Ltd. is a global fashion leader specializing in design, sourcing, distribution, and marketing, owning and licensing over 30 prominent brands [3]. - The company owns ten iconic brands, including DKNY, Donna Karan, Karl Lagerfeld, and Vilebrequin, and licenses more than 20 sought-after names in global fashion, such as Calvin Klein, Tommy Hilfiger, and Levi's [3]. Conference Call Details - Participants can register in advance for the conference call via a provided link, receiving a confirmation email with dial-in details [2]. - The call will also be accessible through a live audio webcast, with a replay available on the company's Investor Relations website [2].