Core Insights - Sunday Swagger has announced a partnership with Dole Food Company to launch a new collection of performance golf and lifestyle apparel inspired by tropical fruits [1][4] Product Offerings - The new collection includes five polo designs made from a breathable, four-way stretch poly-spandex blend that is moisture-wicking and wrinkle-resistant [2] - Additional items in the collection feature a men's button-up with a banana leaf pattern, comfort and performance hoodies, and two t-shirt designs with a Dole Whip catchphrase [2] - Women's options include sleeveless and sleeved polos, along with a Dole-inspired quarter zip [2] - Accessories include three hats, a golf bag headcover featuring the Dole Pineapple, and a golf towel in a tropical print [3] Brand Collaboration - The partnership aims to connect Dole's vibrant spirit with new audiences, promoting a lifestyle that emphasizes healthy living and fun experiences [4] - Sunday Swagger has experienced triple-digit growth since its founding in 2019, creating over 300 unique designs and quickly pivoting to new styles when prints sell out [4] Membership and Community - Sunday Swagger offers a loyalty membership community called The Sunday Club, providing exclusive access to new designs, free shipping, discounts, and cash back on purchases [5] Company Background - Sunday Swagger is based in Southern California and focuses on delivering stylish, comfortable, and durable apparel for golf enthusiasts [6][7] - Dole Food Company is a leading producer and marketer of fresh fruits and vegetables, known for its commitment to nutrition education [8]

Financial Data and Key Metrics Changes - The company reported net sales of $1.47 billion, an increase of 9% year-over-year, with adjusted gross margin expansion of 170 basis points and earnings growth of 45% [8][27][32] - Adjusted operating income for the third quarter was break-even, better than the guidance of an adjusted operating loss of $35 million-$55 million [33][34] - Adjusted net loss per share was $0.27, significantly better than the guidance of $0.55-$0.75 [34] Business Line Data and Key Metrics Changes - The intimates business returned to growth, up mid-single digits, gaining over 1% share in the U.S. intimates market [6][15] - PINK achieved double-digit sales growth, with a notable increase in customer acquisition and engagement [17][19] - The Beauty segment grew low single digits, building on last year's mid-teens increase [20][30] Market Data and Key Metrics Changes - The international business saw sales grow over 30%, driven by exceptional performance in China, particularly in the digital channel [8][30] - The U.S. intimates market declined, yet the company grew its market share by over 1% [24][30] Company Strategy and Development Direction - The company is advancing its "Path to Potential" strategy, focusing on four pillars: Supercharging Bra Authority, Recommitting to PINK, Fueling Growth in Beauty, and Evolving Brand Projection [5][25] - The strategy aims to enhance brand distinctiveness and unlock greater value across the ecosystem to drive sustained shareholder returns [5][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute the strategy and deliver a strong finish to fiscal 2025, despite being cautious about potential consumer pullback post-holiday [45][37] - The company raised its full-year outlook for net sales to $6.45 billion-$6.48 billion, reflecting strong momentum into the fourth quarter [36][37] Other Important Information - The Victoria's Secret fashion show significantly impacted brand engagement, resulting in increased customer acquisition and social media impressions [10][11] - The company is focusing on reducing promotions while enhancing regular price selling, which has contributed to gross margin expansion [51][70] Q&A Session Summary Question: How is the company maintaining momentum post-fashion show? - Management noted strong traffic and engagement, particularly in stores and internationally, driven by bras and glamour products [48] Question: Can you elaborate on strategies to pull back on promotions? - The company is successfully using gifts with purchase (GWPs) to provide value while reducing promotions, contributing positively to gross margin [51] Question: What is the profile of new customers being acquired? - New customer acquisition is focused on the 18-24 age group, with higher average order values, indicating quality engagement rather than price-driven purchases [58] Question: What is the outlook for operating margins? - Management believes a low double-digit operating margin is achievable over the next couple of years, supported by growth and disciplined expense management [60][61] Question: What is in the pipeline for bra launches in 2026? - The company has several bra launches planned for 2026, building on successful marketing strategies and customer engagement [66]

Core Viewpoint - The article discusses the rise of the "ribs down jacket" as a new fashion trend in Beijing, highlighting its practicality and appeal among various demographics, particularly the middle class [4][10][54]. Group 1: Fashion Trend Analysis - The "ribs down jacket" has become a popular choice among urban dwellers, replacing the previously favored outdoor jackets [12][89]. - This style features a unique quilted design that is more fitted and less bulky than traditional down jackets, making it visually appealing and functional [16][30]. - The trend reflects a shift towards practicality in fashion, where comfort and utility take precedence over aesthetics [33][100]. Group 2: Consumer Behavior - Middle-class consumers are embracing the "ribs down jacket" as a symbol of both comfort and understated luxury, often associating it with a sense of freedom from traditional fashion constraints [55][107]. - The jacket's affordability and versatility make it accessible to a broader audience, with prices ranging from a few hundred yuan, appealing to those seeking value without sacrificing style [79][82]. - The popularity of this jacket has led to increased foot traffic in retail areas, with reports of up to 90,000 visitors in a single day at key shopping locations [104][105]. Group 3: Cultural Significance - The "ribs down jacket" represents a cultural shift in Beijing, where practicality and comfort are prioritized over high fashion, aligning with the city's ethos of straightforwardness and resilience [91][100]. - It serves as a metaphor for the urban experience, where individuals seek comfort in their clothing amidst the hustle and bustle of city life [96][109]. - The trend signifies a broader acceptance of "ugly fashion," where the focus is on personal comfort rather than societal expectations of beauty [60][88].

天眼查App显示，近日，淮北市昌泽箱包有限公司成立，法定代表人为庞金鹏，注册资本50万人民币， 经营范围为一般项目：箱包销售；日用百货销售；日用品销售；互联网销售（除销售需要许可的商 品）；日用杂品销售；母婴用品销售；鞋帽零售；服装服饰零售；日用家电零售；鞋帽批发；服装服饰 批发；化妆品零售；个人卫生用品销售；针纺织品销售；针纺织品及原料销售；家用电器制造；农副产 品销售；箱包修理服务；箱包制造（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

MILAN – BasicNet Group is on a shopping spree. After inking a deal to acquire Woolrich from L-Gam last month, the publicly traded, Turin-based company said on Thursday it is to add beachwear specialist Sundek to its portfolio. This already comprises brands like Kappa, Robe di Kappa, K-Way, Superga, Sebago and Briko. More from WWD The group has reached an agreement to acquire the beachwear brand by taking full control of parent company Kickoff SpA. from Winnie Srl. This marks a strategic addition for BasicN ...

PresentationChristian StoehrSenior Vice President of Investor Relations Good morning, ladies and gentlemen, and a warm welcome to all of you. Thank you for joining us today for the HUGO BOSS Strategy Update 2025, live streamed out of our beautiful TV studio here in Metzingen. After 4 years under CLAIM 5, today, it's time to reflect on our key achievements. More importantly, however, it's also time to look ahead into the future and talk about our strategic agenda until 2028. I'm excited to have the Managing ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - PVH Corporation reported third-quarter fiscal 2025 results with revenues and earnings exceeding Zacks Consensus Estimates, although earnings declined year over year while revenues increased [1][5][11] Financial Performance - Adjusted earnings per share were $2.83, down 6.6% from $3.03 in the prior year, but above the consensus estimate of $2.56 and the company's guidance of $2.35-$2.50 [5] - Revenues rose 2% year over year to $2.29 billion, surpassing the consensus mark of $2.26 billion, although it was down 1% on a constant-currency basis [5] - Gross profit was $1.29 billion, a decrease of 1.81% year over year, with a gross margin contraction of 210 basis points to 56.3% due to higher tariffs and increased promotional costs [8] - Adjusted selling, general and administrative expenses were $1.09 billion, up 0.8% year over year, while adjusted earnings before interest and taxes totaled $202.3 million, down 14.5% from the prior year [9] Segment Performance - EMEA revenues increased 4% year over year to $1.11 billion, but declined 2% on a constant-currency basis [12] - Americas revenues rose 2% year over year to $682.8 million, driven by wholesale growth, while direct-to-consumer business saw a decline [13] - APAC revenues decreased 1% year over year to $391.9 million, remaining flat on a constant-currency basis [14] - Calvin Klein segment revenues increased 2% year over year, while Tommy Hilfiger revenues rose 1% year over year [15] Strategic Outlook - Management reaffirmed full-year constant-currency revenue and margin outlook, narrowing projections for reported revenues and non-GAAP EPS toward the high end of prior ranges [3] - PVH is focused on accelerating innovation, expanding marketing campaigns, and enhancing marketplace execution to support long-term growth [4] - For fiscal 2025, PVH anticipates low single-digit revenue growth and adjusted EPS of $10.85-$11.00, reflecting an unfavorable impact from tariffs [21][22]

Core Viewpoint - The market anticipates Lululemon (LULU) will report a year-over-year decline in earnings despite an increase in revenues when it releases its results for the quarter ended October 2025 [1][3]. Earnings Expectations - Lululemon is expected to post quarterly earnings of $2.22 per share, reflecting a year-over-year decrease of 22.7% [3]. - Revenues are projected to reach $2.49 billion, which is a 3.7% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.15% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Lululemon is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.28%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, but its predictive power is significant mainly for positive readings [9][10]. - Lululemon currently holds a Zacks Rank of 3, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Lululemon exceeded the expected earnings of $2.84 per share, achieving actual earnings of $3.10, resulting in a surprise of +9.15% [13]. - Over the past four quarters, Lululemon has consistently beaten consensus EPS estimates [14]. Conclusion - While Lululemon does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].

Financial Data and Key Metrics Changes - Total revenue for the company was $2.3 billion, down less than 1% in constant currency, and in line with expectations [4] - Q3 direct-to-consumer revenue was down 1% in constant currency, partially offset by 1% growth in wholesale revenue [4] - EPS was $2.83, reflecting a negative impact of $0.37 related to tariffs and a positive impact of $0.14 related to exchange [37] - Gross margin was 56.3%, a decrease of 210 basis points compared to last year, primarily due to tariffs and product shipment delays [34][35] Business Line Data and Key Metrics Changes - Calvin Klein and Tommy Hilfiger brands showed strong performance in underwear and denim, with double-digit growth in specific product lines [9][10] - Tommy Hilfiger revenues were up 1% as reported and down 2% in constant currency, while Calvin Klein revenues were up 2% as reported and flat in constant currency [33] - Direct-to-consumer revenue in Asia Pacific grew mid-single digits in constant currency, with notable improvements in China, Japan, and Australia [19][21] Market Data and Key Metrics Changes - In Europe, revenues declined low single digits in constant currency, with D2C down mid-single digits [7][15] - The Americas saw overall revenue growth of 2%, driven by wholesale growth, while D2C declined low single digits [18][31] - Asia Pacific delivered flat revenue in constant currency, marking another quarter of sequential improvement [19][32] Company Strategy and Development Direction - The company is focused on building Calvin Klein and Tommy Hilfiger into desirable lifestyle brands through innovation and marketing [6][25] - The PVH Plus Plan aims to leverage the iconic global power of both brands while simplifying the operating model and achieving cost savings [3][6] - Investments in marketing and product innovation are prioritized to enhance consumer engagement and brand desirability [6][19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uneven global consumer backdrop and the impact of tariffs in North America but expressed confidence in brand execution [5][29] - The company is reaffirming its full-year constant currency revenue and operating margin guidance, narrowing the reported revenue and EPS outlook to the high end of previous ranges [5][40] - Management highlighted the importance of the upcoming holiday season and the positive start to Black Friday as indicators for future performance [8][49] Other Important Information - The company welcomed a new Chief Supply Chain Officer and announced the departure of the CFO, with an interim CFO appointed [23][24] - The licensing business saw revenues lower compared to last year due to the transition of women's North America wholesale categories [22] Q&A Session Summary Question: Can you unpack the geographic performance dynamics across the Americas, Europe, and APAC? - Management noted that Europe faced a muted consumer backdrop in September, while the Americas saw e-commerce growth and a strong Black Friday performance [48][49] Question: Can you discuss the impact of increased marketing spending? - Management emphasized disciplined marketing investments that connect with key growth categories, resulting in double-digit growth in underwear and denim [56] Question: What is the outlook for operating cash flow and working capital? - Management expressed confidence in maintaining strong free cash flow and managing inventory effectively into 2026 [60] Question: Can you provide insights on the Calvin Klein product design consolidation process? - Management confirmed that they are on track with product capability improvements and expect margin recapture in Spring 2026 [65][66] Question: How did the weather in Europe impact sales in Q4? - Management indicated that improved weather conditions in Europe positively influenced sales of cold-weather categories [75]