Core Insights - Ralph Lauren Corporation's first-quarter fiscal 2026 results highlight a strong commitment to a digital-first growth strategy, with global direct-to-consumer comparable store sales increasing by 13% [1][8] - The company's e-commerce platforms are functioning as both a sales engine and a storytelling hub, enhancing brand experiences without heavy discounting [2] - Management remains cautious about the retail environment due to macroeconomic pressures, currency headwinds, and competitive dynamics [3] Digital Strategy - Digital channels are becoming a larger share of direct-to-consumer sales, helping Ralph Lauren engage younger and more diverse consumers, particularly in Asia and Europe [2][8] - Initiatives to enhance omnichannel fulfillment and improve product discovery aim to create a seamless brand journey [4] - The sustainability of the digital strategy will depend on consumer demand resilience and the ability to adapt to shifting luxury and apparel industry dynamics [4] Competitive Landscape - Competitors like lululemon, G-III Apparel Group, and Guess are also focusing on digital growth, enhancing site functionality, and leveraging data for personalization [5][6][7] - These companies are expanding their direct-to-consumer reach and improving online experiences to counteract softer retail trends [6][7]

Tapestry, Inc. TPR shares are trading higher on Friday.On Thursday, the parent of Coach and Kate Spade posted fourth-quarter adjusted earnings of $1.04 per share, ahead of the $1.02 consensus, on revenue of $1.72 billion, up 8% year-over-year and above expectations.Coach saw strong handbag revenue growth, driven by a mid-teens AUR gain for the quarter and a low-double-digit gain for the year.Also Read: Why Tapestry Stock Is Cooling Off Despite Coach’s Hot StreakThis reflects compelling innovation and broad- ...

I'm curious too as to how tariffs, obviously the conversation that we're constantly having, impacts an increase in pricing. I know you've maintain that you would keep production um you know where it is overseas in Asia, Southeast Asia. Is that still the case.The tariffs are a significant math problem for us. Obviously, you know, this industry has always had high tariffs. Since 1930, the athletic footwear industry has always had about a 20% tariff out of Southeast Asia.And so this is a 100% increase on our d ...

Ralph Lauren (RL) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this upscale clothing company, should get reflected in its stock price. After all, empirical research shows a strong correlation b ...

Core Viewpoint - Gildan Activewear Inc. is acquiring HanesBrands Inc. in a deal valued at approximately $2.2 billion in equity and $4.4 billion in enterprise value, aiming to create one of the largest players in basic apparel [1][8] Group 1: Transaction Details - The merger will provide HanesBrands shareholders with 0.102 Gildan shares and $0.80 in cash per share, valuing HanesBrands stock at $6.00, which is a 24% premium to its closing price on August 11 [1] - The transaction has been unanimously approved by both companies' boards and is expected to close in late 2025 or early 2026 [2] Group 2: Financial Projections - The combined company is projected to have pro forma annual revenues of $6,883 million and adjusted EBITDA of $1,553.8 million, including $200 million in anticipated annual cost synergies to be realized within three years [2][8] - Gildan expects immediate accretion to adjusted earnings per share (EPS), with more than 20% accretion once synergies are factored in [2] Group 3: Strategic Benefits - The merger will enhance scale and market positioning, improving go-to-market capabilities and product diversification [3] - Gildan's low-cost vertically integrated production model will be utilized to optimize HanesBrands' operations and expand brand presence in activewear [3] Group 4: Financing and Debt Management - Gildan has arranged $2.3 billion in committed funding for the acquisition, consisting of a $1.2 billion bridge facility and $1.1 billion in term loans [4] - Following the deal's completion, Gildan expects its net debt leverage to be around 2.6x adjusted EBITDA, with plans to reduce this ratio to 2.0x or less within 12-18 months post-closing [5] Group 5: Future Outlook - Gildan has reaffirmed its full-year 2025 revenue and EPS targets, expecting net sales growth at a CAGR of 3-5% and adjusted EPS growth in the low-20% range from 2026 to 2028 [6]

Key Takeaways Q4 sales rose 8.3% y/y to $1.72B, exceeding estimates, alongside double-digit gross profit growth.Coach led with 14% sales growth, offsetting declines at Kate Spade and Stuart Weitzman.North America, Europe and China posted robust gains, while Japan and other Asia lagged.Tapestry, Inc. (TPR) has reported impressive fourth-quarter fiscal 2025 results that exceeded the Zacks Consensus Estimate for revenues and earnings.  Also, the top and bottom lines increased year over year. Also, the gross ma ...

Tapestry在周四的一份声明中表示，这一差异主要源于关税影响——预计将造成每股0.6美元的负面冲 击。市场似乎尚未完全消化此项成本，导致其股价重挫，而此前该股年内累计涨幅曾达74%。 周四，Tapestry(TPR.US)大跌超13%，创下自2020年3月以来最大跌幅，报97.94美元。消息面上，财报 显示，截至6月28日的2025财年第四季度，Tapestry调整后每股收益达1.04美元，超出分析师预期0.02美 元;当季销售额17.2亿美元也高于分析师预估的16.8亿美元。展望未来，这家拥有Coach和Kate Spade的品 牌集团预计2026财年摊薄后每股收益为5.30至5.45美元，虽然较上年增长4%至7%，但低于分析师预期 的5.49美元。 ...

Economic Overview - U.S. stocks have experienced a rally due to impressive economic data, leading to optimism among investors regarding potential Federal Reserve interest rate cuts [1][8] - Expectations for a rate cut in September increased after inflation data showed a slower-than-expected rise [2][8] Inflation Data - The consumer price index (CPI) rose 0.2% month-over-month in July, lower than the consensus estimate of 0.3% [4] - Year-over-year, CPI increased by 2.7% in July, also below the expected 2.8% [5] - Core CPI, excluding food and energy, rose 0.3% in July, aligning with expectations, while year-over-year core CPI increased by 3.1%, slightly above the 3% forecast [5][6] Consumer Discretionary Stocks - Investing in consumer discretionary stocks is recommended due to the favorable economic outlook and anticipated rate cuts [2][11] - Notable consumer discretionary stocks include: - **The Walt Disney Company (DIS)**: Expected earnings growth rate of 17.7% for the current year, with revenues of $91.4 billion in fiscal 2024 [9][10] - **Carnival Corporation & plc (CCL)**: Expected earnings growth rate of 40.9% for the current year [12][13] - **Hasbro, Inc. (HAS)**: Expected earnings growth rate of 19.5% for the current year [14] - **Netflix, Inc. (NFLX)**: Expected earnings growth rate of 31.4% for the current year [15][16] - **Ralph Lauren Corporation (RL)**: Expected earnings growth rate of 19.8% for the current year [17]

Tapestry (TPR) Q4 2025 Earnings Call August 14, 2025 08:00 AM ET Company ParticipantsChristina Colone - Global Head - IRJoanne Crevoiserat - CEO & DirectorScott Roe - CFO & COOBrooke Roach - VP - Equity ResearchTodd Kahn - CEO & Brand President - CoachLorraine Hutchinson - Managing DirectorTracy Kogan - Vice PresidentConference Call ParticipantsIke Boruchow - MD & Senior Analyst - Retailing, Specialty Softlines & E-commerceMatt Boss - Equity Research AnalystAdrienne Yih - MD & Consumer Discretionary Analyst ...

Tapestry (TPR) Q4 2025 Earnings Call August 14, 2025 08:00 AM ET Speaker0Good day, and welcome to this Tapestry Conference Call. Today's call is being recorded. At this time, for opening remarks and introductions, I would like to turn the call over to the Global Head of Investor Relations, Christina Colon.Speaker1Good morning. Thank you for joining us. With me today to discuss our fourth quarter and full year results as well as our strategies and outlook are Joanne Prevoycerat, Tapestry's Chief Executive Of ...