Core Viewpoint - Deckers Outdoor (NYSE:DECK) shares experienced a decline of 12.70% following the fiscal Q2 report, with three major Wall Street firms adjusting their price targets, now ranging from $81 to $120, and a consensus price target of $114 [1] Group 1 - The decline in shares is attributed to the reset of price targets by major Wall Street firms [1] - The new price targets reflect a significant range, indicating varied expectations among analysts regarding the company's future performance [1] - The consensus price target of $114 suggests a moderate outlook compared to the previous estimates [1]

Core Insights - Longleaf Partners Fund reported a return of -0.33% in Q3 2025, underperforming the S&P 500's 8.12% and Russell 1000 Value's 5.33% [1] - The fund focuses on investments in real assets and brands that generate growing free cash flow (FCF) per share, with expectations of an increase in FCF multiple from ~10x to the mid-teens [1] Company Performance - PVH Corp. (NYSE:PVH) experienced a one-month return of -0.68% and a 52-week decline of 7.58%, closing at $86.66 per share with a market capitalization of $4.17 billion on October 23, 2025 [2] - Despite volatility in quarterly earnings, PVH Corp. maintains a long-run earnings per share potential of over $10, with recovery in the Calvin Klein brand and significant share repurchases [3] Market Sentiment - PVH Corp. is not among the top 30 most popular stocks among hedge funds, with 33 hedge fund portfolios holding the stock at the end of Q2 2025, a slight decrease from 35 in the previous quarter [4] - While acknowledging PVH's investment potential, there is a belief that certain AI stocks present greater upside potential and lower downside risk [4]

Shirts with a tag like this are on the rise. The brand name is Comfort Colors. It's around 50 years old, and it's gaining popularity with Gen Z.The brand is known for its soft fabric, retro colors, and environmental consciousness, and its products are used by everyone from bars to musicians to fraternities for screen printing merchandise. What you may not know is Comfort Colors is owned by merchandising giant Gilden, who acquired the brand in 2015 as part of a push into print apparel. As a business, Comfort ...

The Q3 earnings season is kicking off in full force, and one key theme that we're keen to watch is how consumer spending continues to play out. After all, the stock market's blazing records are at odds with an uneasy economy, and retail/apparel brandsWith 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 ...

Core Insights - Deckers Outdoor Corp. reported better-than-expected second-quarter earnings, with earnings per share (EPS) of $1.82, surpassing the Street estimate of $1.57 by 16% [1] - Quarterly revenue reached $1.43 billion, exceeding the analyst estimate of $1.41 billion [1] - The company projects fiscal GAAP EPS between $6.30 and $6.39, slightly above the $6.28 estimate, and revenue of $5.35 billion, below the $5.45 billion analyst estimate [1] Group 1 - HOKA and UGG brands showed double-digit growth in the second quarter, indicating strong performance and international momentum [2] - Deckers Outdoor shares increased by 1.6%, closing at $102.54 following the earnings announcement [2] Group 2 - Needham analyst Tom Nikic maintained a Buy rating on Deckers Outdoor but lowered the price target from $128 to $113 [4] - Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating and reduced the price target from $120 to $105 [4] - Baird analyst Jonathan Komp kept an Outperform rating while lowering the price target from $150 to $125 [4]

Core Concept - Tommy Hilfiger, part of PVH Corp., launches "A Hilfiger Holiday" campaign featuring global style icon JISOO to celebrate the holiday season in a unique way [1] Campaign Overview - The campaign emphasizes a modern take on holiday traditions, showcasing festive elements like snow, puppies, and surprise guests [2] - JISOO's participation brings a blend of cozy, feminine styles with holiday sparkle, embodying the spirit of the season [2][3] Collection Details - The Holiday 2025 TOMMY HILFIGER Collection reinterprets classic Americana with new textures and styles, including plush rugbies, varsity jackets, and rich wool coats [3] - Occasion pieces feature a mix of timeless elegance and contemporary glitz, such as velvet tuxedo jackets and sequin-beaded accessories [4] Marketing Activations - The campaign will include dynamic activations in major cities, starting with unexpected doorbell rings to evoke surprise and joy [5] - Various branded experiences, collaborations, and seasonal events will invite consumers to engage with Tommy's unique take on prep culture [5] Availability - The Holiday 2025 TOMMY HILFIGER Collection will be accessible on tommy.com, in TOMMY HILFIGER stores globally, and through select wholesale partners [6]

Core Insights - Ralph Lauren Corporation is a global leader in premium lifestyle products with a market cap of $20.4 billion and is set to release its Q2 fiscal 2026 earnings soon [1] Earnings Expectations - Analysts expect Ralph Lauren to report earnings of $3.45 per share for Q2 fiscal 2026, a growth of 35.8% from $2.54 per share in the same quarter last year [2] - For the current fiscal year, the forecasted EPS is $15, indicating a 21.7% increase from $12.33 in fiscal 2025, with an expected growth to $16.35 in fiscal 2027 [3] Stock Performance - Ralph Lauren's shares have increased by 71.1% over the past 52 weeks, outperforming the S&P 500 Index's 16.2% rise and the Consumer Discretionary Select Sector SPDR Fund's 22.8% return [4] Growth Drivers - The company's share price is driven by stronger-than-anticipated revenue and profit growth, benefiting from robust international demand, particularly in Europe and Asia, and a strategic focus on premium positioning and digital/direct-to-consumer channels [5] Analyst Ratings - The consensus view on Ralph Lauren is largely bullish, with a "Strong Buy" rating from 15 out of 20 analysts, while the mean price target of $346.22 represents a 3% premium to current price levels [6]

Core Insights - The retail industry is experiencing significant developments, including leadership changes and unique partnerships, as highlighted in recent news articles [1]. Group 1: Leadership Changes - One Jeanswear Group has appointed Chris Waldeck as the new CEO, effective from October 6. Waldeck previously served as president and co-COO of Kontoor Brands and has held senior positions at Adidas Group, including Reebok North America [2][3]. - Morris Tbeile, chairman and CEO of Premier Brands Group Holdings, praised Waldeck's leadership skills, brand-building experience, and international market expertise, indicating confidence in his ability to drive growth for One Jeanswear Group [3]. Group 2: Strategic Partnerships - Netflix has announced a partnership between Mattel and Hasbro to co-master toy licensees for KPop Demon Hunters products, marking an unprecedented collaboration in the industry. This partnership will produce toys, collectibles, and games [4][5]. - The KPop Demon Hunters movie has achieved remarkable success, becoming the most popular film on Netflix and its soundtrack reaching the 1 position on Billboard's 200 Albums chart [4][5]. - The new products from this collaboration are set to be distributed starting in 2026, responding to high demand from fans across various social platforms [5]. Group 3: Marketing Innovations - Twix has introduced limited-edition "Hallowmas" packs, combining Halloween and Christmas themes, featuring "Ghoulish Green" and snowman Twix bars, showcasing innovative marketing strategies to engage consumers [6].

Core Viewpoint - Lululemon Athletica has experienced a significant decline in stock value, down 53% in 2025, contrasting with a 13.6% increase in the S&P 500 index, raising questions about potential stabilization and investment opportunities [1][2]. Group 1: Current Market Performance - Lululemon's stock has been one of the worst performers in the S&P 500 this year, indicating severe challenges for the company [1]. - The stock has shown signs of stabilization recently, with a 2% increase over the past month, suggesting some investor confidence despite ongoing uncertainties [9][10]. - The current price-to-earnings multiple of 12 is significantly lower than historical averages, potentially making it an attractive buy for investors [10]. Group 2: Consumer Behavior and Economic Conditions - Economic conditions have led consumers to tighten their budgets, impacting discretionary spending, which is crucial for Lululemon's high-priced products [4][6]. - Other retailers, such as Walmart and Dollar General, are seeing shifts in consumer behavior, with high-income shoppers seeking discounts and lower-income consumers struggling to afford essentials [5][6]. - The overall trend indicates reduced demand for discretionary items, which could further affect Lululemon's sales [6]. Group 3: Sales Performance and Growth Prospects - In the most recent quarter ending August 3, Lululemon's comparable-store sales increased by only 1%, with a negative growth rate of 4% in the Americas [7]. - However, Lululemon experienced a 17% growth rate in China, highlighting the importance of international markets for future growth [8]. - The company faces challenges in sustaining growth, particularly if international markets are affected by trade wars and economic downturns [15]. Group 4: Future Outlook - Investors may need to adopt a wait-and-see approach as the company navigates through current economic challenges, with expectations for earnings growth remaining low [8][12]. - The potential for a turnaround in Lululemon's stock price hinges on improved economic conditions and stronger earnings growth, which may take years to materialize [12][16].

Core Viewpoint - Marimekko Corporation will release its Interim Report for the period of January 1 to September 30, 2025, on October 31, 2025, at 8:00 a.m. EET, with related materials available on its website [1][2] Group 1: Financial Performance - In 2024, Marimekko's net sales reached EUR 183 million, with a comparable operating profit margin of 17.5 percent [2] Group 2: Company Overview - Marimekko is a Finnish lifestyle design company known for its original prints and colors, offering a product portfolio that includes clothing, bags, accessories, and home décor items [2] - The company operates approximately 170 stores globally and serves customers in 39 countries through its online store [2] - Key markets for Marimekko include Northern Europe, the Asia-Pacific region, and North America, with a workforce of about 480 employees [2] - Marimekko's shares are listed on Nasdaq Helsinki Ltd [2]