Company Overview - Ralph Lauren operates as a diversified lifestyle platform, with a portfolio that includes Polo Ralph Lauren, Purple Label, Double RL, Lauren Ralph Lauren, and licensed categories like fragrances and eyewear [1] - The brand extends beyond apparel to accessories and home collections, reinforcing its complete lifestyle ecosystem [1] Market Positioning - The company maintains tight control over branding, distribution, and design to protect its premium image and sustain pricing power [1] - Ralph Lauren has emphasized brand elevation by reducing promotional activity and prioritizing full-price selling, which has strengthened margins [8] Financial Performance - In fiscal Q3 2026, Ralph Lauren reported revenue of $2.4 billion, a 12% year-over-year increase, exceeding consensus expectations by approximately $96 million [9] - Asia was the primary growth driver, with regional revenue increasing by 22%, and China alone saw a 30% increase due to sustained brand demand [9] - Non-GAAP EPS for the same quarter was $6.22, up 29% year-over-year, supported by higher average unit retail prices and disciplined inventory management [10] Analyst Insights - Jefferies analyst Blake Anderson highlights Ralph Lauren's quality products and strong growth, expecting revenue growth in the mid-single digits driven by average unit retail increases and share gains in emerging categories [11] - Anderson rates RL shares a Buy with a price target of $410, indicating an 11% upside potential for the year ahead [12] - The consensus rating for Ralph Lauren's stock is Strong Buy, with 12 Buys and 2 Holds, and an average target price of $418.15 suggesting a 13% upside [12]

Regulatory Changes in US Options Exchanges - Major US equity options exchanges, led by Cboe Global Markets (CBOE) and Nasdaq (NDAQ), are shifting to a new billing methodology based on prior-month trading activity instead of real-time volume [2][3] - This change, effective from early February 2026, aims to comply with SEC Regulation NMS Rule 610(d) and improve transparency while preventing exchanges from collecting fees for trades executed on competing platforms [3] Geopolitical Developments in Latin America - Mexican President Claudia Sheinbaum has ordered a temporary halt to oil shipments to Cuba to avoid potential tariffs from the Trump administration, causing internal conflict within Mexico's ruling Morena party [4][5] - This decision is significant as Mexico has recently become Cuba's primary oil supplier, surpassing Venezuela [5] Lebanon's Financial Stabilization Efforts - Lebanon's Prime Minister Nawaf Salam is advocating for the approval of the Financial Stabilization and Depositor Recovery (FSDR) law, which aims to address a funding gap exceeding $70 billion [6][7] - The proposed law includes provisions to repay small depositors up to $100,000 over four years, while larger deposits would be converted into tradable, asset-backed securities with maturities of up to 20 years [7] Infrastructure Development in Israel - The Israeli Cabinet has approved the construction of a new international airport, Tekuma Airport, near the Gaza periphery, with an estimated cost of NIS 7 billion [8] - This project is expected to create thousands of jobs and is seen as a strategic necessity to alleviate congestion at Ben Gurion Airport [8][9] Weather-Driven Economic Trends in the US - A severe winter in the Northeast has led to increased consumer spending on luxury winter apparel and spa services, benefiting retailers like Canada Goose (GOOS) and Columbia Sportswear (COLM) [11] - In contrast, California is facing a massive winter storm that could bring up to 8 feet of snow, prompting utilities like PG&E (PCG) to prepare for potential power outages and travel disruptions [12]

As Nike continues its quest to come back as a dominant retail force, the sportswear giant has continued to invest in tech and design jobs. Publicly available work visa data, which companies are required to disclose to the US Department of Labor, gives an idea of how much Nike's employees bring home and some of the roles it has invested in.Nike had about 755 open positions worldwide listed on its jobs board as of February 13. In January, the company also said it planned to lay off 775 employees at its distr ...

Core Viewpoint - Analysts predict a shift towards value stocks in 2026, with Nike identified as a strong opportunity due to its competitive advantages and ongoing turnaround efforts [1][2]. Company Overview - Nike is currently undergoing a turnaround strategy led by new CEO Elliott Hill, who replaced John Donahue in 2024 after disappointing financial results [4]. - The company's marketing strategy is now focused on leveraging its strong brand and innovation in athletic wear, while also renewing wholesale agreements to boost revenue [5]. Financial Performance - Nike's wholesale revenue improved by 8% in the most recent quarter, although overall sales growth remained flat on a currency-neutral basis [6]. - North America saw a revenue increase of 9%, while Europe grew by 3% before foreign-exchange adjustments, indicating accelerating growth in these regions [6]. - Sales in China declined by 17% year over year last quarter, contributing to a significant drop in EBITDA, which fell by 49% [8]. Future Outlook - Nike may face challenges through the remainder of fiscal 2026, but the impact of tariffs and declining profitability in China is expected to lessen, allowing for potential margin expansion and sales growth [9]. - Analysts forecast a rebound in Nike's earnings per share, projecting an increase from $1.75 for the fiscal year ending in May to $2.47 for fiscal 2027, with shares trading at about 25 times forward earnings [10]. - The company is positioned to benefit from a growing sports market in China, which is projected to reach a $1 trillion valuation by 2030 [8].

（文/霍东阳 编辑/张广凯） Alo被视为lululemon在北美最大的竞争对手之一。 与其他新兴的瑜伽服品牌不同，Alo更强调时尚表达。其能够在众多对手中突围，与Gigi Hadid、Taylor Swift、Kendall Jenner等明星的穿着带动密不可分。 old olo olo olp 在上海静安嘉里中心传了近两年的"绯闻"后，美国高端瑜伽服品牌Alo最终将中国市场的"第一块牌子"，挂在了香港尖沙咀的 K11 MUSEA。 近日，Alo在香港尖沙咀K 11 Musea落地围挡，预计门店将于今年年中开业。据悉，该铺位原址为英国高端美食和杂货品牌Fortnum & Mason的双层铺位，面 积约为650平方米，毗邻星光大道，面临维多利亚港。 耐人寻味的是，在此之前，市场已经多次传出Alo将落地上海静安嘉里中心，甚至一度有北京三里屯、上海"双店齐开"的说法。如今首店却落在香港，这 种"先外后内"的路径，透露出品牌对中国内地市场的谨慎。 这一落子，不仅是品牌全球版图的延伸，更是对其亚洲战略的一次重要"变轨"。但对于虎视眈眈的内地消费者和竞争对手来说，一个迫切的问题是：放着消 费腹地更广的上海不选，先去香港 ...

本次监督抽查依据：SHSSXZ0101-2025《校服上海市产品质量监督抽查实施细则》组织实施。 中国质量新闻网讯 近日，2025年上海市嘉定区学生服产品质量监督抽查结果公布。 附原文： 2025年嘉定区学生服产品质量监督抽查结果 近期，嘉定区市场监督管理局对本区企业生产、销售的服装纺织类产品质量进行了监督抽查。本次抽查了30批次产品，经检验，2批次产品不合格。 具体抽查结果如下： 2025年嘉定区学生服类产品质量监督抽查合格产品 | 样品标称名称 | 标称商标 | 标称规格/型号 | 标称生产日期/批号 | 标称生产者名称 | 被抽样生产者、销售 | | --- | --- | --- | --- | --- | --- | | | | | | | 者 | | 学生服 | (图形商标)学联 | 165×2 | //LCZXXK | 上海嘉定学联实业有 | 上海嘉定学联实业有 | | | | | | 限公司太仓分公司 | 限公司学联服装厂 | | 学生服 | 学联 | 140/96×2 | //JYFXXY | 上海嘉定学联实业有 | 上海嘉定学联实业有 | | | | | | 限公司太仓分公司 | 限公司学 ...

The Consumer Discretionary sector has entered the earnings season with momentum that is stronger than many expected. While the consumer discretionary sector spans a broad mix of industries from autos to travel and home improvement, our focus here is on lifestyle-driven businesses, including apparel brands, footwear manufacturers, fragrance companies and accessories players. These categories sit at the intersection of fashion, identity and aspiration, making them especially sensitive to shifts in consumer se ...

The U.S. Supreme Court has scheduled Feb. 20 for opinions, moving up the timeline for a potential ruling on President Donald Trump‘s sweeping tariff regime.Polymarket traders see just a 28% chance the Supreme Court rules in favor of Trump’s tariffs. The case could trigger refunds exceeding $130 billion and reshape American trade policy.Who’s Fighting For RefundsCostco Wholesale Corp. (NASDAQ:COST) filed a lawsuit in December seeking a complete refund of all duties collected under IEEPA. Apple Inc. (NASDAQ:A ...

SANTA BARBARA, Calif.--(BUSINESS WIRE)--Southern California-based global lifestyle brand UGG® (a division of Deckers Brands [NYSE: DECK]) releases the next offering of clogs and mules for Spring 2026, this time featuring new silhouettes and styles derived from the fan-favorite UGG® Tasman. To showcase the release of these soon-to-be consumer favorites, UGG® tapped global rap sensation Central Cee and Olympic snowboarding champion Su Yiming to be the faces of the newest campaign to celebrate ele. ...

本次新春胶囊系列，CANALI特别邀请演员赵又廷入镜，共同迎接新年时节对于自我与未来的期待。在 他身上，东西方对君子、绅士的理解不谋而合;而不断完善自我、探索内心与人生之路，也是CANALI 与绅士们的共同追求。 撷取经典雅致的红、蓝色调，CANALI 2026新春胶囊系列既以色彩向传统致敬，亦借此展现绅士的当 代态度;每件单品更通过甄选面料、精湛细节和设计美学，一展CANALI对品质的精益求精。 CANALI发布全新2026新春胶囊系列，庆祝农历马年新年的到来。这一深植于中国文化的生肖图腾，象 征着力量、自由、正直与坚毅，因此被赋予了驰骋进取之意，亦与CANALI的传承精神和未来视野不谋 而合。 俊逸蓬勃，志在千里——在中国文化中，骏马承载了锲而不舍的精神品格和从容有度的自信心态;也正 如CANALI的品牌精神，坚守"意大利制造"与精裁工艺。 CANALI 2026新春胶囊系列大片将节日礼赞转化为精致的视觉叙事——"红"为背景，传统上象征着兴 盛、生机与祥瑞;"马"则作为艺术意象，描绘着当代绅士的谦和自信与内心笃定。从中获得灵感之余， CANALI也在这一全新起点，将相通的价值理念欣然呈现：恪守本真，任重致 ...