以下文章来源于潮生TIDE ，作者J、面条 潮生TIDE . 36氪旗下生活方式内容品牌。潮来潮去，生活不息。 9大品牌的七夕营销战。 文 ｜ J、面条 编辑 ｜ 杨柳 来源｜ 潮生TIDE（ID：chaoshengTIDE） 封面来源 ｜ Balenciaga 又是一年七夕，又到了各大品牌换着花样营销的重大节点。 我们一口气盘点了9家，发现两个有意思的趋势。 第一， 传统那一套"你侬我侬"的爱情叙事正在退场， 取而代之的是各种"翻新"的主题：有人主打"爱自己"，有人玩起"品牌 CP"，还有人干脆抛下恋爱，转去聊城市和文化。 第二， 品牌想传达的主题和网友的真实感受之间，存在着巨大反差 ——品牌讲浪漫，网友却在评论区示爱、帮"哥哥"造势，甚 至品评、调侃起视频的拍摄手法。 总的来说，今年的七夕策划更像是一场 "品牌答题、网友解构" 的大型互动。浪漫未必打动人心，但出圈的话题永远能抢到流 量。让我们看看，在这场节日营销的暗战中，谁真正读懂了年轻人，谁又在自说自话？ 今年七夕，LOEWE坚持一贯的调性——用多元而有创意的方式讲故事。和其他品牌的常规广告不同，这次他们玩起了新花样： 第一次用 "短剧" 的形式来宣传 ...

中国市场到底有多卷？过去几年，各大运动品牌乃至部分休闲服装品牌一起杀入最终卷得风生水起的防晒衣赛道，如今有的产品标出的UPF防晒值，已经 突破2000大关。 这怎么理解呢？通常来说，中国国标下最高防护等级标识是UPF 50+。以UPF 50为例，它表示仅有1/50的紫外线可穿透织物，即是阻挡率可达98%，再高 的话尤其到2000实用意义已经不大。 而当UPF50与UPF2000在消费者心目中所差无几，防晒已成标配时，去年开始，品牌们又不约而同地在产品名前加上"凉感"标签。根据抖音同期搜索指数 对比，"凉感"搜索量近两年呈现爆发式增长——2022年为6776，2023年小幅增长至7182，2024年则飙升至4.8万，同比增长264.50%，今年则突破5.4万，继 续增长41.23%。 而据CBNData显示，防晒凉感面料制成的"夏日薄系"单品站外声量同比激增190%。与此同时，"冰感""冷感""绵绵冰"等词汇也一度涌现，虽声量不敌"凉 感"，但也一并成为夏日凉感经济的衍生热词。 各大品牌在相应的产品概念上也纷纷开动引擎：安踏推出冰肤科技系列，阿迪达斯的冰风Tee宣传搭载CLIMACOOL清风科技，一度引领防晒服 ...

Company Overview - Vera Bradley, Inc. is a leading designer of women's handbags, luggage, travel items, fashion and home accessories, and unique gifts, founded in 1982 [3] - The company is based in Fort Wayne, Indiana, and is known for its innovative designs, iconic patterns, and vibrant colors that connect with women globally [3] Financial Reporting - The company plans to report its second-quarter results for the fiscal year 2026 on September 11, 2025, at 8:00 a.m. Eastern Time [1] - A conference call to discuss the financial results will be held at 8:30 a.m. Eastern Time on the same day, with a live webcast available on the company's Investor Relations website [2] Business Segments - Vera Bradley operates through two reportable segments: Vera Bradley Direct ("VB Direct") and Vera Bradley Indirect ("VB Indirect") [4] - The VB Direct segment includes sales through full-line and outlet stores in the U.S., the company's websites, and the annual outlet sale in Fort Wayne [4] - The VB Indirect segment consists of sales to approximately 1,100 specialty retail locations, select department stores, national accounts, third-party e-commerce sites, and royalties from licensing agreements [4]

PVH (PVH) Q2 2026 Earnings Call August 27, 2025 09:00 AM ET Company ParticipantsSheryl Freeman - SVP - IRStefan Larsson - CEOZac Coughlin - CFOJay Sole - Managing DirectorBrooke Roach - VP - Equity ResearchDana Telsey - CEO & Chief Research OfficerTom Nikic - Managing Director, Equity ResearchConference Call ParticipantsMichael Binetti - Senior MD & Fundamental Research AnalystMatt Boss - Equity Research AnalystOperatorGood morning, everyone and welcome to today's PVH Second Quarter twenty twenty five Earni ...

Financial Data and Key Metrics Changes - Revenue for Q2 2025 increased by 4% on a reported basis and 1% on a constant currency basis, exceeding guidance [5][32] - Gross margin was 57.7%, a decrease of 240 basis points compared to last year, but better than planned [36] - Earnings per share (EPS) was $2.52, reflecting a negative impact of $0.06 related to tariffs [38] Business Line Data and Key Metrics Changes - Direct-to-consumer (D2C) revenue was flat in constant currency, with a sequential improvement compared to Q1 [5] - Wholesale revenue grew by low single digits in constant currency, benefiting from the relaunch of Calvin Klein women's businesses [5][32] - Calvin Klein revenues were up 5% as reported and up 3% in constant currency, while Tommy Hilfiger revenues were up 4% as reported and flat in constant currency [35] Market Data and Key Metrics Changes - In Europe, D2C growth continued with retail store sales up mid single digits, marking the fourth consecutive quarter of year-over-year growth [32][23] - The Americas saw revenue growth of low double digits, driven by strong B2C performance across both brands [24] - Asia Pacific revenue declined by low single digits in constant currency, but showed significant sequential improvement [26][34] Company Strategy and Development Direction - The company is focusing on strengthening its Calvin Klein and Tommy Hilfiger brands through strategic investments in marketing and product innovation [6][29] - A multi-year initiative is underway to simplify the operating model and achieve cost savings, with a focus on brand building and consumer engagement [3][29] - The company is committed to expanding its global retail presence, with new flagship stores opening in key markets like Tokyo and Soho [14][97] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by increased tariff rates but expressed confidence in navigating the macroeconomic environment [40][44] - The outlook for the third quarter includes projected revenue to be flat to a slight increase on a reported basis, with continued focus on brand strength and consumer engagement [41][44] - Management remains optimistic about the long-term growth potential of Calvin Klein and Tommy Hilfiger, despite current uncertainties [29][49] Other Important Information - Inventory at quarter end was up 13% compared to Q2 last year, reflecting a planned improvement [38] - The company is increasing strategic investments in marketing to enhance visibility and customer impact [6][40] - The licensing business continues to grow, contributing to sustainable profitable growth [28] Q&A Session Summary Question: What drove the increase in marketing investments? - Management indicated that the step-up in execution and product strength led to increased marketing investments to build on Q2 momentum [51][52] Question: How will tariffs impact gross margins moving into 2026? - Management noted that tariffs are affecting the entire sector, but with a diversified revenue base and strong brand positioning, they are confident in their ability to mitigate these impacts over time [59][63] Question: Can you provide an operational update on Calvin Klein's transformation? - Management reported sequential improvements in operational challenges and expressed confidence in the global product capabilities established in New York [70][71] Question: What are the drivers of sequential improvement in North America D2C? - The improvement was driven by product strength, enhanced marketing, and increased consumer engagement [76][79] Question: What is the outlook for the wholesale environment in North America? - Management indicated a normalization of wholesale shipments and a strong performance with full-price partners [105][106]

The market expects PVH (PVH) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended July 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 26, might help the stock move higher if these key numbers are better than expe ...

Core Points - Kering has released a monthly statement regarding the total number of shares and voting rights as of August 15, 2025 [3] - The total number of shares is reported to be 123,420,778, with a total number of theoretical voting rights at 176,690,426 and exercisable voting rights at 175,866,991 [3][4] Summary by Category - **Company Information** - Kering is a société anonyme with a share capital of €493,683,112, headquartered at 40, rue de Sèvres, 75007 Paris [2] - **Shares and Voting Rights** - As of August 15, 2025, Kering has a total of 123,420,778 shares [3] - The total number of theoretical voting rights is 176,690,426, while the number of exercisable voting rights is 175,866,991 [3][4] - The calculation includes all shares with voting rights, excluding treasury shares stripped of voting rights [3][4]

Core Insights - Tapestry, Inc. reported fourth-quarter adjusted earnings of $1.04 per share, exceeding the consensus estimate of $1.02, with revenue of $1.72 billion, reflecting an 8% year-over-year increase and surpassing expectations [1] - The company anticipates fiscal 2026 revenue to approach $7.2 billion, slightly above the previous estimate of $6.96 billion, indicating low-single-digit growth from the prior year [2] Financial Performance - Coach experienced strong handbag revenue growth, attributed to a mid-teens average unit retail (AUR) gain for the quarter and a low-double-digit gain for the year [1] - Telsey Advisory Group analyst Dana Telsey maintains an Outperform rating on Tapestry's stock, with a price target of $125 [2] Earnings Outlook - The earnings outlook considers current mitigation efforts, with Telsey suggesting that the guidance appears conservatively prudent, indicating potential for upside [3] - The company is optimistic about a strong start to fiscal year 2026, with a higher dividend enhancing confidence ahead of the upcoming Investor Day [3] Tariff Impact - Tapestry faces greater tariff pressure than expected, with the early end of the de minimis exemption leading to a combined $160 million profit impact, equating to a 230 basis points hit on margins [4] - This situation results in a 60-cent EPS drag, most of which was not present in the previous quarter, due to the exemption's unexpected early termination [4] Revenue Projections - For fiscal year 2026, the analyst projects revenue of $7.24 billion, a 3.2% increase from the prior estimate of $6.99 billion, aligning with the guidance of "approaching $7.2 billion" [5] - The expectation is that Coach will outperform while Kate Spade may underperform earlier forecasts [5] Stock Performance - Tapestry shares are trading higher by 2.90%, reaching $98.50 [5]

Core Insights - Tapestry, Inc. (TPR) reported strong fourth-quarter fiscal 2025 results, surpassing Zacks Consensus Estimates for both revenues and earnings, with year-over-year increases in both metrics and an improvement in gross margin [1][3][12] Financial Performance - Adjusted earnings for the fiscal fourth quarter were $1.04 per share, exceeding the consensus estimate of $1.01 and reflecting a 13% increase from $0.92 in the prior year [3] - Net sales reached $1,723.2 million, beating the consensus estimate of $1,684 million, marking an 8.3% year-over-year increase and 8% growth on a constant-currency basis [4][11] - Consolidated gross profit was $1.32 billion, up 10.4% from the previous year, with a gross margin increase of 140 basis points to 76.3% [12] Brand Performance - Coach brand net sales were $1.43 billion, exceeding the consensus estimate of $1.39 billion, with a 14% year-over-year increase [7] - Kate Spade's sales were $252.6 million, falling short of the consensus estimate and reflecting a 13% decline [7] - Stuart Weitzman reported net sales of $45.5 million, surpassing estimates but showing a 10% year-over-year decrease [8] Customer Engagement - The company acquired 1.5 million new customers in North America, with Gen Z and Millennial consumers accounting for approximately 60% of new customers [5] - Direct-to-consumer revenues grew 6% on a constant-currency basis, driven by mid-teens growth in digital revenues [6] Regional Sales Insights - North American sales increased 8% year-over-year to $1.10 billion, while Greater China sales improved 18% to $273.9 million [9] - European markets showed a 13% revenue increase to $104.2 million, while Japan experienced a 7% decline [9] Future Guidance - For fiscal 2026, Tapestry projects revenues to be close to $7.2 billion, indicating low-single-digit growth from the prior year [23] - Earnings per share are forecasted to be between $5.30 and $5.45, reflecting a growth of 4-7% from the previous year [25]

Core Viewpoint - Tapestry's stock plummeted over 13%, marking its largest drop since March 2020, closing at $97.94 due to concerns over future earnings guidance and tariff impacts [1] Financial Performance - For the fourth quarter of fiscal year 2025, Tapestry reported adjusted earnings per share of $1.04, exceeding analyst expectations by $0.02 [1] - The company's quarterly sales reached $1.72 billion, surpassing analyst estimates of $1.68 billion [1] Future Outlook - Tapestry forecasts diluted earnings per share for fiscal year 2026 to be between $5.30 and $5.45, reflecting a growth of 4% to 7% year-over-year, but falling short of analyst expectations of $5.49 [1] - The company attributed the earnings guidance shortfall primarily to tariff impacts, which are expected to negatively affect earnings by $0.60 per share [1] Market Reaction - The market reaction to Tapestry's earnings report was negative, as investors appeared to have not fully accounted for the tariff costs, leading to a significant decline in stock price [1] - Prior to this drop, Tapestry's stock had seen a year-to-date increase of 74% [1]