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Perfect Moment x H&M brings style to the slopes with a new après-ski collaboration
Prnewswire· 2025-11-06 17:03
Accessibility StatementSkip Navigation 21% NEW YORK, Nov. 6, 2025 /PRNewswire/ -- This holiday season, H&M takes on elevated slope style with Chamonix-founded luxury ski and lifestyle brand, Perfect Moment, to create a collection for après-ski and beyond. The 28-piece capsule features down-filled outerwear, striking separates, knitwear and winter-ready accessories. The designs are a nod to Perfect Moment's performance-led skiwear, while the mix- and-match approach means the collection can go from the chale ...
X @The Wall Street Journal
Under Armour swung to a fiscal second-quarter loss as sales of its sportswear fell, a trend it warned is likely to continue during the balance of its fiscal year, as it struggles to regain a foothold in the key North America market https://t.co/9a3EpKkhTC ...
Tapestry stock slide despite record results and upgraded outlook
Invezz· 2025-11-06 16:21
Core Insights - Tapestry Inc., the parent company of Coach and Kate Spade, reported record quarterly revenue and stronger-than-expected earnings [1] - The company raised its full-year guidance following the positive financial results [1] Financial Performance - Tapestry achieved record quarterly revenue, indicating robust sales growth [1] - Earnings exceeded market expectations, showcasing the company's strong operational performance [1] Future Outlook - The company has raised its full-year guidance, reflecting confidence in continued growth and performance [1]
Earnings Data Deluge
Yahoo Finance· 2025-11-06 16:14
Pre-market indexes are bounding into positive territory at this hour, after wallowing in the red following yesterday’s solid gains. One might say the relative volatility we started seeing in early October — back when the government shutdown first happened — has continued into this month as well.Only the small-cap Russell 2000 has been positive over the past five trading days, but only the Russell is negative among major indexes over the past month. Currently, the Dow is up +0.10%, the S&P 500 and the Nasda ...
Tapestry Q1 earnings top estimates, raises outlook on Gen Z customer growth
Proactiveinvestors NA· 2025-11-06 16:00
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
Pre-Markets Improve on Big Earnings Morning
Yahoo Finance· 2025-11-06 15:36
Thursday, November 6, 2025Pre-market indexes are bounding into positive territory at this hour, after wallowing in the red following yesterday’s solid gains. One might say the relative volatility we started seeing in early October — back when the government shutdown first happened — has continued into this month as well.Only the small-cap Russell 2000 has been positive over the past five trading days, but only the Russell is negative among major indexes over the past month. Currently, the Dow is up +0.10%, ...
Compared to Estimates, Ralph Lauren (RL) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-11-06 15:32
Ralph Lauren (RL) reported $2.01 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 16.5%. EPS of $3.79 for the same period compares to $2.54 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.9 billion, representing a surprise of +6.04%. The company delivered an EPS surprise of +9.86%, with the consensus EPS estimate being $3.45.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...
Ralph Lauren(RL) - 2026 Q2 - Earnings Call Transcript
2025-11-06 15:02
Financial Data and Key Metrics Changes - The company's second quarter revenue growth was 14%, exceeding the high single-digit outlook, with total adjusted gross margin expanding 70 basis points to 67.7% [21][22] - Adjusted operating margin increased 210 basis points to 13.5%, with adjusted operating income rising by 34% [22][23] - The company ended the period with $1.6 billion in cash and short-term investments and $1.2 billion in total debt [28] Business Line Data and Key Metrics Changes - Core product sales grew mid-teens, driven by strong performance in cotton cable knit and seasonal styles [12][13] - Women's apparel and high-potential categories like handbags saw strong double-digit growth, outpacing total company growth [12][14] - Digital ecosystem sales grew double digits, reflecting balanced growth across regions [21] Market Data and Key Metrics Changes - Asia led growth with sales up mid-teens, particularly in China, which grew more than 30% [16][25] - North America revenue increased 13%, with retail comps also up 13% [23] - Europe revenue increased 15%, driven by strong performance across retail and wholesale channels [24][25] Company Strategy and Development Direction - The company introduced the "Next Great Chapter Drive Plan," aiming to capture a larger share of the $400 billion premium and luxury market [4][5] - Strategic pillars include elevating the lifestyle brand, driving core products, and expanding in key cities [5][15] - The company is focused on investing in brand-building activations and enhancing consumer engagement through technology [17][41] Management's Comments on Operating Environment and Future Outlook - Management remains cautious about the second half of the year due to potential consumer headwinds and macroeconomic volatility [7][21] - Despite this caution, the company raised its full-year guidance based on strong first-half performance [7][29] - The company expects to mitigate tariff impacts and maintain gross margin expansion in the long term [30][31] Other Important Information - The company opened 38 new owned and partner stores globally and plans to open a sixth restaurant in London by 2028 [16] - The company has repurchased $313 million in shares this fiscal year to date, returning approximately $420 million to shareholders [27] Q&A Session Summary Question: Updated outlook for consumer health and brand awareness - Management noted strong momentum and resilience in consumer behavior, with no significant changes observed [40] - Global brand awareness remains a focus, particularly in markets like Germany and China, where opportunities for growth exist [42][44] Question: Pricing strategy and tariff mitigation - The company continues to leverage pricing as a growth driver, with AUR growth expected to remain strong [48] - Management anticipates Q4 to be the most impacted by tariffs but expects to mitigate these pressures over time [49][51] Question: Engagement with North American value-oriented consumers - The company plans to provide a compelling price-value proposition while maintaining brand integrity [56][59] - Marketing efforts are focused on better segmentation to appeal to various consumer groups [61] Question: North America wholesale trajectory - Management expressed confidence in the underlying quality growth of the wholesale business, despite planned reductions in off-price sales [76][78]
Ralph Lauren(RL) - 2026 Q2 - Earnings Call Transcript
2025-11-06 15:02
Ralph Lauren (NYSE:RL) Q2 2026 Earnings Call November 06, 2025 09:00 AM ET Company ParticipantsLaurent Vasilescu - Managing DirectorDana Telsey - CEO and Chief Research OfficerJay Sole - Managing DirectorBrooke Roach - VP, Equity ResearchCorinna Van der Ghinst - Head of Investor RelationsMichael Binetti - Senior Managing DirectorPatrice Louvet - CEOJustin Picicci - CFOConference Call ParticipantsMatt Boss - Equity Research AnalystIke Boruchow - Managing Director, Senior Analyst Retailing and E-commerceOpera ...
solo stove(DTC) - 2025 Q3 - Earnings Call Transcript
2025-11-06 15:00
Financial Data and Key Metrics Changes - Consolidated net sales for Solo Brands were $53 million, down 43.7% from the prior year, largely due to softer retail sell-in, particularly within Solo Stove [9][10] - Adjusted gross profit was $32.2 million, representing a 60.6% adjusted gross profit margin compared to 61.9% last year, reflecting a modest decline mainly due to inventory issues [10] - GAAP net loss was $22.9 million, while adjusted net loss for the quarter was $11.9 million, with adjusted EBITDA at negative $5.1 million, or negative 9.6% of net sales [11][12] Business Line Data and Key Metrics Changes - Solo Stove segment net sales were $30.8 million, down 48.1% from the prior year, primarily due to retail partners managing elevated on-hand inventory [9][10] - Chubbies segment sales were $16.5 million, down 16%, mainly due to the timing of retail replenishment compared to last year, while DTC sales were essentially flat year over year [9][10] Market Data and Key Metrics Changes - The sales environment was challenging, reflecting continued pressure on consumer demand while working through excess retailer inventory [4] - Retail sell-in remained soft, but sell-through trends were more stable, indicating a potential recovery in consumer demand [10] Company Strategy and Development Direction - The company is focused on profitability first, simplifying the organization, and taking permanent costs out, with SG&A expenses down 35.4% year over year [6][12] - The company is committed to launching innovative new products and maintaining pricing integrity to support long-term brand health and profitability [5][10] - A disciplined approach to capital allocation is being taken, with growth investments focused on new product innovation within a range of $2-$3 million annually [14] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging revenue performance in Q3 and emphasized the need to align the operating model with current demand [15] - There is optimism regarding the initial consumer response to recently launched products, with expectations for improved sales trends in Q4 [15][16] - The company is rebuilding relationships with retail partners and expects to see a more normal cadence of reordering from retailers moving forward [22] Other Important Information - The company ended the quarter with $16.3 million in cash and cash equivalents, with no outstanding borrowings on the revolver [12] - The company is transitioning to a more balanced, diversified supply chain footprint to adapt to market conditions and tariffs [13] Q&A Session Summary Question: Can you expand on the new product rollout and online sales? - Management noted that initial responses to the Summit 24 and Infinity Flame products have been strong, with over 70% of customers being new [19][20] Question: Are you nearing completion of destocking with retailers? - Management indicated that they believe they have hit the trough in Q3 and expect to see a more normal cadence of reordering from retailers moving forward [21][22]