Key Takeaways DECK beat Q3 earnings and sales estimates, with EPS rising to $3.33 and revenues up 7.1% y/y.DECK saw strong brand momentum, led by HOKA's 18.5% sales growth across DTC and wholesale channels.DECK raised the FY26 view, citing improved margins, higher EPS expectations and continued brand strength.Deckers Outdoor Corporation (DECK) reported impressive third-quarter fiscal 2026 results, with the top and bottom lines beating estimates and increasing year over year. Management highlighted strong br ...

Core Insights - Carter's, Inc. (CRI) has faced a decline in net sales within its U.S. Wholesale segment during Q3 2025, primarily due to reduced demand for the Simple Joys brand on Amazon [1][9] - The company perceives the slowdown of Simple Joys as a structural shift rather than a temporary issue, prompting a strategic realignment with Amazon [2][9] - Management anticipates a low single-digit decline in wholesale sales for Q4 2025, although growth in other brands is expected to partially offset this decline [5][9] U.S. Wholesale Segment Performance - The U.S. Wholesale segment's decline is attributed to lower sales of the Simple Joys brand, which has been impacted by Amazon's new brand management strategy [1][2] - The company expects department stores to contribute less than 20% of total Wholesale channel sales in 2025, indicating a shift towards a more diversified wholesale mix [4] Strategic Adjustments - Under the revised strategy, core brands such as Carter's, OshKosh, Little Planet, and Otter Avenues are expected to gain more prominence [3] - The company plans to enhance collaboration with Amazon and share detailed growth initiatives moving forward [3] Financial Outlook - The Zacks Consensus Estimate indicates a significant year-over-year decline in earnings for CRI, with expected decreases of 44.4% for 2025 and 28.5% for 2026 [15] - CRI's shares have increased by 36.3% over the past six months, contrasting with a 17.7% decline in the industry [6]

Core Insights - The retail industry is facing significant challenges, with many established brands struggling to adapt to changing consumer behaviors and the rise of e-commerce [3][17][18] - Lands' End has entered a joint venture with WHP Global, acquiring a 50% controlling stake for $300 million, which aims to strengthen its balance sheet and leverage WHP's resources for growth [7][8][9] Group 1: Retail Industry Challenges - Longtime retail brands are disappearing, affecting personal routines and local economies [1][2] - Cautious consumer spending has weakened sales and reduced foot traffic across many retail chains [3] - The rise of e-commerce has forced traditional retailers to rethink strategies and close underperforming stores [3][17] Group 2: Lands' End's Strategic Moves - Lands' End operates about 26 stores and has evolved from a mail-order company to a multi-category retailer [6] - The joint venture with WHP Global will allow Lands' End to repay approximately $234 million in term loans and focus on long-term brand growth [8] - The company has faced sales declines, with a 0.3% decrease in net revenue to $317.5 million in Q3 of fiscal 2025, including a 3.4% drop in U.S. e-commerce sales [13] Group 3: Store Closures and Market Impact - Lands' End has closed multiple locations in 2025 and has scheduled further closures for 2026 as part of a strategy to streamline operations [14][15] - The decline of physical stores can lead to reduced consumer access and create "retail deserts" in smaller towns [20] - The retail industry is a major employer in the U.S., contributing $5.3 trillion to GDP and supporting over 55 million jobs [20][21]

Key Takeaways Five high-ROE stocks were screened using metrics like cash flow, ROA and earnings growth.ANET, GLW, BBVA, TJX, and TEL show strong fundamentals and consistent earnings surprises.All five companies have long-term earnings growth expectations of at least 10.2%.The broader equity markets shrugged off President Trump’s incessant tariff threats and refused to wilt, trading in record territory over the past few days, primarily driven by a tech rally. Several blue-chip tech firms recorded solid gains ...

Updated 5:20 p.m. ET Jan. 29 LONDON — H&M Group might have had a modestly successful fiscal 2025, but the feel-good factor has already faded, with the new year starting on a low with lackluster demand in Europe and tariffs in the U.S. More from WWD H&M said sales in the fiscal first quarter ending Saturday are expected to decrease by 2 percent in local currencies. That continues a slump that started when strong sales during the Black Friday rush led to “subdued demand in a number of markets” in December ...

Core Insights - The Swedish fast-fashion retailer reported a quarterly earnings beat, indicating strong financial performance driven by well-received collections and effective cost management [1] Company Performance - The company experienced a boost in profit due to successful product collections and tight control over costs [1]

Levi Strauss & Co (NYSE:LEVI) Q4 2025 Earnings call January 28, 2026 05:00 PM ET Speaker9Good day, ladies and gentlemen, and welcome to the Levi Strauss & Company fourth quarter fiscal year-end earnings conference call for the period ending November 30, 2025. All parties will be in a listen-only mode until the question and answer session, at which time instructions will follow. This conference call is being recorded and may not be reproduced in whole or in part without written permission from the company. T ...

American Eagle Outfitters (AEO) is pulling the plug on its third-party logistics experiment. The company is shuttering its Quiet Logistics division just over four years after acquiring the business for roughly $360 million. More from Sourcing Journal At the time, the acquisition was designed to bring more of AEO’s supply chain in-house, enabling the retailer to operate a network of warehouses that could power next-day and same-day delivery for its own brands like Aerie and third-party merchants like Koh ...

奖项将由时尚行业资深人士组成的专业评审团评选产生。最终获奖者可获15万欧元奖金及为期一年的定 制化导师指导，其设计系列将在全球精选H&M门店及线上平台发售；8位决赛入围者将各获1万欧元奖 金。 此次重启同步启动全新奖学金计划，H&M与中央圣马丁学院合作，为一名潜力设计师提供全额学业资 助。同时，大奖革新导师支持模式，将在官方门户网站上线系列数字时尚教程，覆盖作品集创作、院校 申请等内容，以开源资源赋能全球创意从业者。 1月28日，H&M宣布重启H&M设计大奖，为全球潜力设计新锐，为兼具可持续理念、创新力与技艺的 新生力量提供资金及系统化导师辅导。 据悉，本届大奖覆盖25个国家超60所院校的本硕学生，首次新增8国院校参与，覆盖范围为历届最广， 多元化水平进一步提升。 ...

American Eagle Outfitters and Office Depot have begun to shut down their logistics businesses geared to serving outside customers, raising doubts about the viability of the supply chain-as-a-service business model for retailers as businesses scramble to find new fulfillment partners. Lifestyle and apparel company American Eagle Outfitters (NYSE: AEO) is winding down its Quiet Logistics subsidiary, which provides omni-channel fulfillment services to retail brands, FreightWaves has learned. AEO acquired Qui ...