▼以下的冷芸时尚圈讨论是就行业问题的讨论及总结。这些分享属于集体智慧的结晶。（它们并不代表冷芸个人观点）。希望通过此种方式能让更多行业 人士受益！ 县域范围内 经营服装实体店的可行性分析 一方面，县域消费增长，政策层面也推动县域经济的发展；另一方面，服装行业门槛相对较低，线下店铺规模庞大。加上电商平台的冲击，此时开服装实 体店是否还有盈利的机会？ 1、"线上（自媒体）+线下（实体店）"运营模式 芸友Joy表示，看过很多开线下买手店的商家选择跟线上自媒体结合在一起，生意做得挺好的。不少芸友也对"线上（自媒体）+线下（实体店）"运营模式 表示肯定。如果单纯开店会很难，主要难在"有货没人"。"人、货、场"的选择与整体的良好经营对于店主的要求是很高的，可能在人脉，也可能在渠道。 庄主列举了一个近两年逛街时发现的现象：店铺导购一边在店卖货、一边在平台做直播。不知道大家是否也有一样的发现？答案是：是的。 （图片来源：Nano Banana生成） 大家现在是网购多一些还是去实体店多一些？ 而店铺类型选择上因人而异，通常也主要看自己有哪些资源、客群在哪里，不同渠道类型各有优缺点。 开店前需要做的准备工作 1、如何进行店铺定位 ...

Core Insights - Carter's, Inc. (CRI) is anticipated to show revenue growth in its fourth-quarter 2025 results, but a decline in earnings is expected [1][2] Revenue and Earnings Estimates - The Zacks Consensus Estimate for fourth-quarter revenues is $916.4 million, reflecting a 6.6% increase from the previous year [2] - The consensus estimate for quarterly earnings is $1.70 per share, indicating a decrease of 28.9% compared to the same quarter last year [2] Sales Performance - Preliminary net sales for the fourth quarter indicate a high single-digit percentage increase year-over-year, with U.S. Retail segment net sales also rising in the high single-digits [5][10] - U.S. Retail comparable sales grew in mid-single-digits, driven by strong e-commerce demand, while average unit retail pricing increased in mid-single-digits [5][10] Market Position and Strategy - Carter's holds a leading position in the baby and children's apparel market, benefiting from strong brand recognition and a wide distribution network [4] - The company's direct-to-consumer strategy enhances margins and customer relationships, supported by improved pricing and inventory management [4] Distribution and Omnichannel Efforts - The company has a diversified distribution network, including retail stores, e-commerce platforms, and wholesale partnerships, with expanded omnichannel facilities [6] - Strength in U.S. Retail and International segments is expected to contribute positively, with International net sales projected to increase by 8% [6] Cost Pressures - Carter's faces challenges from ongoing inflation and increased discretionary spending constraints, impacting apparel demand [7] - Selling, general and administrative (SG&A) expenses are expected to rise by 10.6% in the fourth quarter due to higher store-based expenses and increased marketing investments [7][10] Valuation - The stock is trading at a forward 12-month price-to-earnings ratio of 17.01x, which is below its five-year high and the industry average, presenting an attractive investment opportunity [11] - CRI's shares have increased by 43.6% over the past three months, outperforming the industry growth of 4.3% [12]

Lululemon Athletica Inc. (NASDAQ:LULU) is one of the best luxury stocks to buy now. Telsey Advisory reaffirmed a Hold rating on Lululemon Athletica Inc. (NASDAQ:LULU) on January 26, setting a price target of $215. Here’s Why Lululemon Athletica (LULU) Stock Surged 28% from Fund Purchase Price In another development, BTIG maintained a Buy rating on the stock on January 22, setting a price target of $303.00 and telling investors that it believes the management is responsive to customer feedback and willing ...

Core Viewpoint - Ralph Lauren Corporation (NYSE:RL) is identified as a strong luxury stock investment opportunity, with a reaffirmed Buy rating and a price target of $435 following strong fiscal Q3 2026 results that exceeded expectations [1]. Financial Performance - Fiscal Q3 2026 revenue increased by 12% on a reported basis and 10% in constant currency, indicating robust demand across various regions [1]. - Earnings per diluted share for the quarter were reported at $5.82, a 25% increase year-over-year, while adjusted earnings per diluted share were $6.22, reflecting a 29% increase when excluding restructuring-related and other net charges [2]. Future Outlook - The company anticipates revenue growth in fiscal 2026 to be in the high-single to low-double digits on a constant currency basis, an increase from the previous forecast of 5% to 7% [3]. - Foreign currency is expected to contribute approximately 200 to 250 basis points to revenue growth in fiscal 2026, based on current exchange rates [3]. Company Overview - Ralph Lauren Corporation specializes in luxury fashion retail, offering a range of products including apparel, footwear, accessories, fragrances, and home goods. The brand portfolio includes Ralph Lauren, Polo Ralph Lauren, and others, along with hospitality ventures like The Polo Bar in New York City [4].

Core Insights - The fashion industry is facing significant uncertainties due to U.S. trade policies, particularly regarding tariffs and trade agreements, which are expected to impact sourcing and operational costs in 2026 [4][6][13]. Trade Agreements and Policies - The United States-Mexico-Canada Agreement (USMCA) is set for a review process in 2026, which may lead to renegotiations or new bilateral trade deals under the Trump administration [2][3]. - The expiration of the African Growth and Opportunity Act and the Haiti HELP/HOPE program in September 2025 raises concerns about their renewal and the implications for U.S. apparel sourcing from these regions [1][8]. Industry Sentiment and Expectations - A McKinsey survey indicates that 40% of fashion executives view disruptive U.S. trade policy as a top risk, an increase from 25% the previous year [4]. - Despite challenges, 25% of fashion leaders believe industry conditions will improve in 2026, up from 20% the prior year [5]. Tariff Impacts - 76% of fashion executives anticipate that higher tariffs and trade disruptions will shape the industry in 2026, with expected short-term sourcing price increases of 35% for apparel and 37% for leather goods due to tariffs [13][19]. - The Supreme Court's decision regarding Trump's tariff imposition methods could introduce further uncertainty, potentially leading to tariff refunds for U.S. importers [15][16]. Cost Management Strategies - Fashion brands are prioritizing cost management and sourcing cost control, with 45% of executives indicating that sourcing costs are under the most pressure [19][21]. - Companies are diversifying their supply chains to mitigate risks associated with tariffs, with many seeking vendors that offer speed-to-market and flexibility [22][24]. Technological Advancements - The use of artificial intelligence (AI) in sourcing, logistics, and inventory management is expected to rise, helping brands optimize operations and enhance supply chain traceability [27][30]. - AI tools may facilitate better inventory management and operational efficiency, supporting the industry's shift towards a more digitalized sourcing process [28][31].

Billionaire retail tycoon Leslie Wexner on Wednesday told a US House panel that he had visited convicted child sex offender Jeffrey Epstein's private Caribbean island, but claimed to have had no knowledge about the disgraced financier's sex trafficking operation at the time.According to Wexner's deposition to congressional investigators, which was viewed by Bloomberg, the billionaire claimed to have visited Epstein's island once with his wife and children for a "few hours".However, Wexner, in his statement, ...

MILAN — Brunello Cucinelli moved up the release of his namesake company’s 2025 financial results by almost a month Wednesday for two reasons — being free to openly discuss business during Milan Fashion Week starting next week, and because he was eager to talk about the relationship with Saks Fifth Avenue, Neiman Marcus and Bergdorf Goodman in the wake of the Chapter 11 bankruptcy of Saks Global. “We have had an excellent relationship of more than 30 years with Saks, Neiman Marcus and Bergdorf Goodman, and ...

Core Insights - The SPDR S&P Retail ETF (XRT) has shown an 11.05% return over the past year, but its performance has slowed with only a 2.47% increase year-to-date and a 3.34% decline in the past month, indicating uncertainty in consumer spending [1] Retail Performance - Walmart (WMT) exceeded revenue estimates by $4.33 billion, driven by a 27% surge in eCommerce sales, resulting in a 15.65% stock increase year-to-date [1] - TJX Companies reported a 5% rise in comparable sales and a 7.49% increase in total revenue, benefiting from consumers shifting towards value retailers [1] - Dollar General (DG) achieved a 37.6% EPS beat and 2.5% same-store sales growth, reflecting the trend of value-seeking consumer behavior [1] - Target (TGT) experienced an 18.91% decline in operating income, struggling to maintain competitiveness without a clear value proposition [1] Consumer Spending Trends - The performance of XRT is closely tied to U.S. consumer spending, with December 2025 retail sales reported at $735 billion, flat month-over-month but up 3.3% year-over-year [1] - A decline in monthly growth below 2% or consecutive negative months could exert downward pressure on XRT, compressing margins across its holdings [1] - The University of Michigan Consumer Sentiment Index is at 52.9, indicating recessionary territory, with sustained readings below 50 signaling potential spending declines [1] Equal-Weight Methodology - XRT's equal-weight structure allows smaller retailers to have the same influence as larger ones, which can lead to significant performance shifts during quarterly rebalancing events [1] - Monitoring State Street's monthly holdings files and quarterly rebalance announcements is crucial for understanding potential changes in exposure to discount versus full-price retail [1]

This Sept. 19, 2014 file photo shows retail mogul Leslie Wexner, at the Wexner Center for the Arts in Columbus, Ohio. Wexner is severing his last ties with the retail empire that he founded in 1963.A congressional deposition of Leslie Wexner, one of Jeffrey Epstein's closest known associates and top benefactors, kicked off behind closed doors in Ohio on Wednesday, a source familiar with the matter told MS NOW.The deposition is occurring weeks after the Department of Justice released millions of additional E ...

This audio is auto-generated. Please let us know if you have feedback What it takes for a brand to succeed — and survive — has changed drastically over the years. Gone are the days when brands could feasibly operate as pureplays. They must now continuously find ways to expand their distribution to reach customers.Whether the brands are established or are still trying to get their footing, brick and mortar is becoming necessary in order to stand out in an increasingly crowded market. Several brands have for ...