June 22, 2025 09:01 PM GMT Asia – Apparel and Footwear Supply Chain | Asia Pacific Managing Uncertainties – Tariff Impact Scenario Analysis What's Changed | Makalot Industrial (1477.TW) | From | To | | --- | --- | --- | | Price Target | NT$310.00 | NT$250.00 | | Eclat Textile (1476.TW) | | | | Price Target | NT$640.00 | NT$550.00 | | Feng Tay (9910.TW) | | | | Price Target | NT$168.00 | NT$145.00 | | Lai Yih Footwear Co Ltd (6890.TW) | | | | Price Target | NT$320.00 | NT$270.00 | | Rating | Equal-weight | U ...

随着科技进步，厨师鞋将在功能和舒适性上进一步突破 在阿迪达斯IFS店内，四款不同颜色的"厨师鞋"被摆放在展示台"C"位。"店内的'厨师鞋'有粉色、蓝色、 沙褐色、黑色四种不同的款式，其中黑色款和粉色款价格为549元，其它款均为499元。"该门店工作人 员表示，"门店一个月可以卖出十几单，黑色款卖得最好，目前所有门店的黑色款39码'厨师鞋'已经卖 断货，但是可以线上进行选购。" "厨师鞋"在线上同样受到众多消费者的追捧。"最近'厨师鞋'销量十分火爆，店内的黑色—001款已售 罄，补货时间暂不确定。"淘宝Crocs官方旗舰店客服向记者介绍，该鞋采用EVA材料，轻便透气，买家 评价普遍认为脚感舒适，设计美观。 "我们店的'厨师鞋'分男款和女款，共有9种不同的颜色供顾客选择，每一款价格均为198元。门店一个 月可以卖出3000多单，近一周内超100人购买。"淘宝匹克官方旗舰店的客服介绍。 三湘都市报全媒体记者卜岚 通讯员 叶彤 陈佳蓉 胖胖的鞋头，厚厚的鞋底。当后厨里的专业防护装备摇身一变成为时尚圈的"新宠"，近日，厨师鞋正在 上演一场令人惊叹的跨界逆袭。从无人问津的职业鞋履，到社交平台热门话题，再到各大品牌争相推出 ...

Core Insights - Deckers Outdoor Corporation (DECK) reported a fourth-quarter operating income of $173.9 million for fiscal 2025, marking a 20.6% year-over-year increase, with an operating margin of 17%, up 200 basis points from the previous year [1][10] - The company achieved a gross margin of 56.7%, a 50 basis point increase, driven by higher full-price sales in the UGG brand and a favorable product mix [2][10] - For fiscal 2025, DECK's operating income reached $1.18 billion, up from $927.5 million, with an operating margin of 23.6%, reflecting a 200 basis point increase year-over-year [4] Financial Performance - Selling, general and administrative (SG&A) expenses totaled $405.8 million, representing 39.7% of revenues, which is a 150 basis point improvement compared to the prior-year quarter [3] - The operating margin for fiscal 2025 was primarily driven by strong gross margin performance, which expanded by 230 basis points year-over-year to 57.9% [4] Competitive Landscape - Adidas reported an operating profit of €610 million in the first quarter of 2025, an 82% increase year-over-year, with an operating margin of 9.9% [7] - Urban Outfitters recorded an operating income of $128.2 million in the first quarter of fiscal 2026, a 71.8% increase from the previous year, with an operating margin of 9.6% [8] Valuation and Estimates - DECK trades at a forward price-to-earnings ratio of 16.45X, slightly below the industry average of 17.40X [11] - The Zacks Consensus Estimate for DECK's fiscal 2026 earnings indicates a year-over-year decline of 4.4%, while fiscal 2027 estimates suggest a 9.1% increase [12]

The upcoming report from Nike (NKE) is expected to reveal quarterly earnings of $0.11 per share, indicating a decline of 89.1% compared to the year-ago period. Analysts forecast revenues of $10.67 billion, representing a decrease of 15.4% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's e ...

winhorse Nike (NYSE:NKE), the athletic apparel and footwear giant is expected to report their May ’25 (fiscal Q4 ’25) earnings on Thursday night, after the closing bell. Analyst consensus is expecting $0.12 in earnings per share on $10.7 billion in revenue, for ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winn ...

以下文章来源于那个NG ，作者渣渣郡 那个NG . 用关注决定视界｜复杂世界的策展人 出品 | 虎嗅青年文化组 作者 | 渣渣郡 本文首发于虎嗅年轻内容公众号"那個NG"（ID：huxiu4youth）。在这里，我们呈现当下年轻人的面 貌、故事和态度。 中午工作餐是预制的，玩的游戏是重置的，穿衣服的风格是复古的，去电影院看电影是4k重置的。 这些生活方式如果是一时的，我们可以说这是品味；但恰恰是因为过于持久，所以难免会让人觉得自 己生活在鬼打墙的静态世界里，很无聊。 时尚饱受诟病。美国时尚评论家@Jason Farago在2023年就曾评价当下是500年来最缺乏创新的时 代。 但现在，这位评论家应该感到欣喜，因为"sneaker loafer · 运动乐福鞋"的风潮，似乎正让时尚有了 点新意。 2025年6月16日，Atmos创意总监小岛宽文在个人IG上公布了一双NIKE球鞋，目前它是女性专属款 式，名为Nike Air Max Phenomena。 从照片可见，这款球鞋以Air Max Sunder大底为基础，运用皮革为主材，打造了经典乐福的轮廓。这 种揉合了传统乐福设计和球鞋科技的款式，就是现在运动乐福鞋 ...

「洞洞鞋无所不能」，这个早就植入在人们大脑中的概念，正随着洞洞鞋鼻祖Crocs入侵运动圈被再一次刷新。 更多人穿着Crocs日常训练、户外探索也正在形成风潮。从路跑、徒步，到进山溯溪，甚至长距离越野，洞洞鞋踏足的地图正在无限加载。 随着穿着场景不断拓展，Crocs销路大开，业绩也来到新的高点：根据财报显示，2025年第一季度，Crocs营收接近10亿美元，且依然保持增长态势，且在 夏季未开始。 「夏天来之前，洞洞鞋已经在中国卖爆了。」 一边是全民嫌弃的「丑鞋」，一边是全网追捧的「洞门」，多年以来围绕Crocs的话题层出不穷，但在厚底鞋、综训鞋、薄低鞋等不断细分的鞋履市场 上，洞洞鞋始终无可替代。 大众在日常场景下的穿着热情，让「洞洞鞋」三个字逐渐成了所有同类型潮鞋、拖鞋的代名词。 而如今越来越多健身人对Crocs的青睐，则无疑让围绕洞洞鞋的话题变得愈加有趣、多元。 哪里有脚，哪里就有洞洞鞋 「一旦穿过洞洞鞋，你这辈子就定型了。」 这句在互联网流传甚广的调侃，透露着Crocs洞洞鞋的致命吸引力，和无所不在的事实：商场里、地铁上、办公室，甚至夜幕下的live house、酒吧里，都 挤满了穿同一种鞋的年轻人。 以 ...

Key Takeaways Crocs is driving brand heat through collaborations with Bath & Body Works, McDonald's and Squishmallow. CROX is expanding under-$100 innovations like Echo Wave and Pet Crocs to attract value-driven shoppers. CROX trades at 7.62X forward P/E, below the industry average, with stable EPS estimates for 2025 and 2026.As the global footwear industry navigates a slowdown, Crocs Inc. (CROX) continues to stand out with its unique brand identity and cultural relevance. Rather than leaning on heavy dis ...

Core Viewpoint - Crocs is navigating financial challenges with stable revenue and expanding margins, despite a year-over-year revenue decline in its stock price [2][16]. Financial Performance - In Q1 2025, Crocs reported revenue of approximately $937 million, remaining flat year over year [1]. - The original Crocs brand saw a revenue increase of 2.4% year over year to $762 million, driven by international markets [5]. - HEYDUDE, acquired for $2.5 billion in 2022, experienced a revenue decline of 9.8% in Q1 to $176 million [6]. Operational Insights - Crocs has improved its adjusted gross margins to 57.8%, up 180 basis points from the previous year, indicating enhanced efficiency [5]. - The company is facing challenges with HEYDUDE, which has not yet stabilized despite some growth in direct sales [6][7]. Market Conditions - Crocs has withdrawn its full-year 2025 guidance due to macroeconomic uncertainties and rising trade tensions, particularly new U.S. tariffs on Chinese goods [8]. - Other retailers, including Sketchers and Adidas, are also adjusting their forecasts in response to similar market conditions [9]. Brand Dynamics - Crocs benefits from strong cultural momentum, with trends on platforms like TikTok and celebrity endorsements supporting its popularity [11]. - The company ended Q1 with $166 million in cash and reduced its debt by nearly $250 million, indicating a stable balance sheet [11][12]. Valuation Perspective - Crocs trades at around 6.8 times trailing earnings, which is significantly lower than competitors like Sketchers and Adidas, suggesting potential undervaluation [14][15]. - The current low valuation may not last if Crocs maintains its fundamentals and continues to grow [16].