Pietro Beccari will replace Sidney Toledano as chair and chief executive of the fashion group, which houses brands including Kenzo, Loewe and Marc Jacobs. ...

Group 1 - The company Semir Fashion (002563.SZ) has launched IP collaboration products featuring Disney's Zootopia under its brands Semir, Balabala, and Semir Kids [1] - These IP collaboration products are available for purchase through platforms like Tmall [1] - The sales scale of these IP collaboration products does not constitute a significant impact on the company's overall performance [1]

Core Insights - The article presents a cautious but bullish outlook on PUMA SE following its Q1 2025 earnings report, indicating potential for long-term recovery despite current financial challenges [1]. Financial Performance - PUMA SE's stock and financials are described as not showing significant improvement, suggesting ongoing struggles in the short term [1]. Investment Perspective - The analysis emphasizes the importance of recognizing long-term recovery potential in PUMA SE, despite the current financial difficulties [1].

Core Insights - The 2025 "Touch the Ground and Ignite" finals, organized by China's leading sports brand 361°, concluded successfully, showcasing top grassroots basketball talent in Foshan [1][3] - The event emphasized the brand's commitment to grassroots basketball, providing a platform for players to pursue their dreams regardless of their background [5][6] Group 1: Event Highlights - The finals featured a star-studded lineup, including popular grassroots players and former professional league athletes, enhancing the competition's intensity and appeal [3] - The "Guangdong 67" team emerged as the champion of the annual finals, marking a successful conclusion to the season [3] Group 2: Brand Commitment and Strategy - 361° has invested significantly in the event's operations, extending the season and implementing various competition formats to enhance professionalism and competitiveness [8] - The brand's global ambassadors, Nikola Jokic and Aaron Gordon, participated in the event, sharing their expertise and elevating the event's profile [8] Group 3: Product Innovation - The finals showcased three models of 361° signature basketball shoes, including the upgraded JOKER2 and the newly launched AG6, highlighting the brand's focus on performance-enhancing technology [9] - Players experienced the benefits of these advanced footwear technologies during the finals, contributing to their on-court performance [9] Group 4: Future Outlook - Following the successful conclusion of the finals, 361° aims to continue promoting basketball culture in China through professional operations and innovative products [11] - The brand's strategy focuses on technology-driven products and enhanced event experiences to support sports enthusiasts and contribute to the development of sports [11]

文｜壹览商业 蒙嘉怡 编辑｜薛向 被安踏收购两年后，MAIA发生了很多改变。 一是门店更大、体验更强，开设4大主题概念店，平均面积翻倍，拥有更多空间举办Maia fun club；二是产品线更聚焦，MAIA砍掉了户外夹克等非核心产 品线，将资源集中于专业瑜伽、"瑜伽plus"综训及"瑜伽360"生活场景三大主线；三是启用虞书欣作为品牌代言人，这是其自2020年以来首次启用明星代 言。 渠道、产品、营销的三重调整，背后是新管理层的野心。2025年6月，MAIA ACTIVE品牌总裁赵光勋在接受36氪采访时直言，品牌的目标是成为中国乃 至亚洲市场瑜伽服饰的第一名。 各方面都在调整的MAIA，离"第一"究竟越来越近，还是越来越远？ 越来越女团风的中国品牌 2023年12月，MAIA创始人宣布卸任实际管理职务，2024年5月，拥有25年资历的韩国高管赵光勋正式接棒，他曾任职于衣恋集团，并带领New Balance中 国区实现三十倍增长。安踏派他来，无疑是希望复制其过往成功经验，推动品牌加速破圈。 赵光勋的到来，迅速为MAIA注入了一些"女团风"特质。 所谓"女团风"，是以"短、紧、露"设计为核心，追求甜美、精致、外放 ...

Core Insights - U.S. manufacturing activity contracted in November, marking the most significant decline in four months, indicating ongoing struggles within the sector [1] - The Institute for Supply Management's (ISM) manufacturing index decreased by 0.5 points to 48.2, remaining below the contraction threshold of 50 for nine consecutive months [2] Manufacturing Conditions - The manufacturing sector is hindered by trade policy uncertainty and high production costs, with customer demand described as "largely uninspiring," leading to a rapid contraction in orders [3] - Factory staffing levels saw a notable decline, with approximately 25% of respondents reporting reduced employment, the highest percentage since mid-2020 [4] Industry Performance - Eleven manufacturing industries contracted in November, with apparel and wood products leading the decline, while only four industries, including computer and electronic products, reported growth, the lowest number in a year [5] - The ISM index of prices paid for materials increased for the first time in five months, approximately eight points higher than the previous year, indicating rising costs [4] Strategic Responses - Manufacturers are implementing permanent changes such as staff reductions and increased offshore manufacturing in response to the tariff environment [5] - The unstable market conditions have led to volatile pricing and limited supplier options for raw materials, prompting manufacturers to adapt their supply chain strategies [5][6]

Core Insights - Three major companies in the apparel, homebuilding, and consumer staples sectors have announced increases in their quarterly dividends, indicating a trend of returning more capital to shareholders [2] Company Summaries - **Nike (NKE)**: - Nike has a market capitalization exceeding $95 billion, making it the most valuable U.S. stock in the textiles, apparel, and luxury goods industry [3] - Despite a 39% decline in share price over the past three years, Nike's dividend yield has increased to over 2.5%, approximately double the yield from three years ago [4][7] - The quarterly dividend will rise by 3% to 41 cents per share, payable on January 2, 2026, to shareholders of record as of December 1 [5] - **PulteGroup (PHM)**: - PulteGroup ranks as the third most valuable homebuilding stock in the U.S. and has outperformed the SPDR S&P Homebuilders ETF with a total return of over 17% [5][6] - The company has maintained a firm strategy on home prices, resulting in a 3% increase in the average selling price of homes, while competitors like D.R. Horton experienced a 3% decline [6] - PulteGroup's gross margin stands at 26.4%, the highest in its industry, compared to D.R. Horton's 20.8% [6]

Core Insights - Valentino is undergoing a leadership transition with Riccardo Bellini as the new CEO, focusing on team building and strategic changes to revitalize the brand [1][4] Leadership Changes - Laurent Bergamo has been promoted to deputy CEO, having joined Valentino in 2018 and previously held various roles including CEO of Americas and chief commercial officer [2] - Davide Tosi has been appointed as chief merchandising officer, previously serving at Gucci [3] Financial Performance - Valentino's revenues for 2024 are projected to decrease by 3% to 1.31 billion euros, with earnings before interest, taxes, depreciation, and amortization (EBITDA) falling by 22% to 246 million euros [5] - The brand is experiencing double-digit revenue declines in 2025, which may affect its year-end performance [6] Strategic Adjustments - Valentino is streamlining its wholesale channel, reducing it by approximately 20% in 2024, a strategy that will continue into 2025 [6] - The ownership structure of Valentino will remain unchanged until at least 2028, as per a new agreement between Kering and Mayhoola [7] Ownership and Investment - Kering acquired a 30% stake in Valentino for 1.7 billion euros in 2021, with options for future ownership changes linked to the brand's performance [8] - The timeline for Mayhoola's put options and Kering's call option regarding Valentino's remaining stake has been postponed to 2028 and 2029 [8]

Much like most clothing prices today, consumers’ talk about their fashion purchasing behavior is cheap. There is a clear disconnect between the sustainability they claim to value and what they will actually pay for. One reason for this gap is simply financial. There is a segment of the population that cannot afford to pay more for clothing, especially as prices of other goods inflate. However, the main factor influencing the propensity toward super low-priced apparel—such as T-shirts retailing for low sin ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Boise Cascade Company (BCC) is a building materials manufacturing and distribution company. The Zacks Consensus Estimate for its current year earnings has been revised 17.9% downward over the last 60 days. CAE Inc. (CAE) is a training and simulation solutions company. The Zacks Consensus Estimate for its current year earnings has been revised 6.5% downward over the last 60 days. Carter's, Inc. (CRI) is a children's apparel company. T ...