12月18日，MANGO微信公众号发文称，深圳首店即将启幕。 此次深圳门店开幕，意味着时隔两年，MANGO重启中国内地线下市场。之前MANGO退出中国市场，或许与其快时尚定位不一致有关，上新速度慢、时尚 度不足、数字化落后等问题都让其发展变得举步维艰。 而重回中国线下市场，MANGO的业绩可能也提供了一些发展底气。2025年半年报显示，MANGO实现营业收入17.28亿欧元，同比增长12%；国际市场占总 营收的78%，主要由西班牙、法国、土耳其等国家贡献。 公开资料显示，MANGO为西班牙快时尚品牌，早在2002年就已经进入了中国市场。巅峰时期的2013年，在中国的门店数量达到了200家。但是仅过一年， MANGO门店便开始大幅收缩。2021年，MANGO宣布暂缓线下门店扩张计划，将更多资源投入到线上电商平台。2023年，MANGO彻底关闭中国所有线下 门店，将重心转回线上平台及欧洲核心市场。 ...

18 December 2025 U.S. Consumer Strategy & Quantitative Research U.S. Consumer Strategy; have we reached capitulation yet & should we prepare for a sector rotation? Webinar Transcript Alexia Howard +1 917 344 8453 alexia.howard@bernsteinsg.com Danilo Gargiulo +1 917 344 8475 danilo.gargiulo@bernsteinsg.com Zhihan Ma, CFA +1 917 344 8303 zhihan.ma@bernsteinsg.com Nadine Sarwat, CFA +44 20 7676 6849 nadine.sarwat@bernsteinsg.com Aneesha Sherman +1 917 344 8457 aneesha.sherman@bernsteinsg.com Cinnie Lin +1 917 ...

Lululemon Athletica Inc. (NASDAQ:LULU) shares are riding high, advancing nearly 3% over the last week, on news of activist involvement and an earnings beat, but a key fundamental indicator suggests the retailer’s operational health remains fragile.Quality Metric TumblesWhile legendary investors Michael Burry and Paul Singer's Elliott Investment Management pile in, Benzinga Edge’s Stock Rankings‘ quality” score for the stock has dropped week-on-week, flashing a warning signal beneath the hype.Lululemon’s Qua ...

Core Insights - Calvin McDonald will step down as CEO of Lululemon Athletica by January 2026, and the stock has reacted positively, increasing over 6.5% following the announcement [1] - Elliott Investment Management has increased its stake in Lululemon to over $1 billion and is advocating for Jane Nielsen, a former Ralph Lauren executive, to become the new CEO [2] - The company's stock has declined by more than 40% over the past five years, indicating challenges in maintaining market share [3] Financial Performance - Lululemon's balance sheet is strong, with revenues expected to reach approximately $11 billion by the end of 2025, significantly exceeding its debt load [4] - The stock is currently trading at a price-to-earnings (P/E) ratio of about 15, with earnings per share (EPS) around $14, making it attractive compared to competitors like Nike and Adidas [5] Market Position and Future Outlook - Lululemon needs to reclaim its status as a leader in the athleisure market to improve stock performance, with the potential for a rebound if the new CEO can effectively execute this strategy [6]

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio?Nike, Inc. (NYSE:NKE) decreased 12.81% this week after the company reported a 17% decline in Greater China sales in the second quarter. Also, multiple analysts lowered their price forecast on the stock.Arm Holdings plc (NASDAQ:ARM) fell 9.77% this week after Goldman Sachs downgraded the stock from Neutral to Sell and lowered the price forecast from $160 to $120. Also, B of A Securities lowered the price forecas ...

Core Insights - Gap Inc. is focusing on improving store aesthetics, product consistency, and impactful marketing strategies to enhance customer experience and brand relevance [1][5][16] Store Modernization - Nine locations were remodeled in the past year, with over 40 stores incorporating elements of the redesign, indicating a commitment to modernizing the store fleet [2] - The Flatiron store features enhanced visual merchandising and easier shopping experiences, showcasing a variety of products in a more organized manner [1] Product Development - Gap Studio, led by Zac Posen, aims to offer a more tailored collection, including trench coats and blazers, to elevate the brand's product offerings [3] - The introduction of fragrance and accessories is planned for fall 2026, with experienced executives recruited for strategic guidance in these categories [4][13] Sales Performance - The Gap brand has experienced two years of positive comparable sales, attributed to effective marketing campaigns and store modernization efforts [5][10] - In Q3, Gap's net sales reached $951 million, a 6% increase year-over-year, with comparable sales rising 7%, marking the eighth consecutive quarter of positive comps [10] Customer Engagement - The "Better in Denim" campaign achieved over 8 billion impressions and 500 million views, successfully attracting a younger demographic, particularly Gen Z [7] - Approximately 25% of new customers are from Gen Z, with younger consumers showing interest in collaboration products [7] Market Strategy - Gap has closed 350 stores from 2020 to 2023, focusing on quality improvement and strategic market positioning [8] - The brand is optimistic about future growth, emphasizing ongoing product innovation and storytelling to maintain momentum [12][16]

Brands Copenhagen contemporary label Ganni has announced three executive appointments as the Danish B Corp continues its global expansion drive. Marcelo Noschese joins as president, Americas; Marie Valot joins as communication and PR executive director; and Guillaume Dacquet joins as marketing and image executive Director. All three will report directly to CEO Laura du Rusquec, supporting Ganni’s executive committee and long-term global vision. Noschese will oversee retail, wholesale and e-commerce acro ...

As we exit 2025, one of the key trends that has dominated headlines is the continued perception that life in the U.S. is becoming increasingly unaffordable. The fallout effects of this general consensus can be keenly feltWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seekin ...

This audio is auto-generated. Please let us know if you have feedback It’s been another week with far more retail news than there is time in the day. Below, we break down some things you may have missed during the week and what we’re still thinking about. From consumer spending forecasts to Playboy energy drinks, here’s our closeout for the week.What you may have missedLevi’s brings Target vet on boardLevi Strauss & Co. appointed Jeffrey Jones to its board, effective Jan. 21, the company said in a Tuesday ...

Few brands have been more associated with the fast-fashion boom of the last two decades than Zara, the flagship apparel chain owned by Spanish clothing giant Inditex SA. It may surprise some consumers to learn, then, that Zara has in fact reduced its global footprint over the last few years since the pandemic. The brand's decline in physical storefronts has been moderate but meaningful, from a third-quarter peak of around 2,139 stores in 2019 to just under 1,800 stores five years later, according to earning ...