观点网讯：观点网讯：2月21日，H&M位于香港铜锣湾百德新街Fashion Walk的亚洲最大旗舰店正式停 业。该店总面积约4.7万平方英尺，2015年开业时月租高达1000万港元，曾是品牌亚洲扩张的象征。 另悉，H&M于香港九塘又一城的分店，近日亦贴出结业告示，以及8折清货，将紧接铜锣湾店，于2月 22日结业。 H&M高峰期曾在香港设13间分店，上述2间门店正式关停后，其在香港将仅剩荃湾广场1间门店。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Core Viewpoint - The Supreme Court ruled that President Trump exceeded his authority by imposing global tariffs under the International Emergency Economic Powers Act (IEEPA), which could lead to lower input costs for U.S. companies and reduced trade uncertainty over time [1]. Group 1: Positive Beneficiaries - Apple (AAPL) and Amazon (AMZN) are expected to benefit from the ruling, as Apple has incurred approximately $3 billion in tariffs and has shifted production to reduce exposure to higher tariffs [4]. - The reinstatement of the "de minimis exemption," allowing duty-free imports under $800, will directly benefit Amazon's e-commerce operations [5]. - Apparel retailers like Nike (NKE) and Lululemon (LULU) may also benefit, as they have faced significant supply-chain disruptions due to tariffs and the exemption could help alleviate some of these pressures [7]. - Homebuilders such as Toll Brothers (TOL) and Lennar Corporation (LEN) could see advantages from lower import costs on essential construction materials, which have been a burden due to high material costs [8]. Group 2: Sector-Specific Impacts - General Motors (GM) has faced a substantial tariff burden estimated between $6.1 billion and $7.1 billion annually, while Ford (F) has benefited from foreign tariffs on medium- and heavy-duty trucks [6]. - The Producer Price Index (PPI) for construction has reached an all-time high, indicating increased costs for domestic producers, which could be alleviated by lower import costs [9]. Group 3: Market Reactions - The ruling may lead to short-term stock market volatility, particularly affecting sectors that benefited from tariff protections, such as domestic steel and aluminum producers [2][10]. - Investors are likely to monitor the potential impacts of tariff relief on the global economy and the stock market, with certain stocks poised to benefit from these changes [10].

Zacks Investment Research has recently initiated coverage of Lulu’s Fashion Lounge Holdings, Inc. (LVLU) with a Neutral recommendation, reflecting a balanced view of the company’s expanding wholesale opportunity and improving cost structure against ongoing financial and demand-related challenges.Lulus is a digitally native, attainable luxury fashion brand serving Millennial and Gen Z women, best known for its modern occasionwear and data-driven merchandising model. Founded in 1996 and headquartered in Chico ...

▼以下的冷芸时尚圈讨论是就行业问题的讨论及总结。这些分享属于集体智慧的结晶。（它们并不代表冷芸个人观点）。希望通过此种方式能让更多行业 人士受益！ 县域范围内 经营服装实体店的可行性分析 一方面，县域消费增长，政策层面也推动县域经济的发展；另一方面，服装行业门槛相对较低，线下店铺规模庞大。加上电商平台的冲击，此时开服装实 体店是否还有盈利的机会？ 1、"线上（自媒体）+线下（实体店）"运营模式 芸友Joy表示，看过很多开线下买手店的商家选择跟线上自媒体结合在一起，生意做得挺好的。不少芸友也对"线上（自媒体）+线下（实体店）"运营模式 表示肯定。如果单纯开店会很难，主要难在"有货没人"。"人、货、场"的选择与整体的良好经营对于店主的要求是很高的，可能在人脉，也可能在渠道。 庄主列举了一个近两年逛街时发现的现象：店铺导购一边在店卖货、一边在平台做直播。不知道大家是否也有一样的发现？答案是：是的。 （图片来源：Nano Banana生成） 大家现在是网购多一些还是去实体店多一些？ 而店铺类型选择上因人而异，通常也主要看自己有哪些资源、客群在哪里，不同渠道类型各有优缺点。 开店前需要做的准备工作 1、如何进行店铺定位 ...

Key Takeaways Carter's reported high single-digit Q4 2025 sales growth, led by U.S. Retail and International gains. CRI saw mid-single-digit U.S. Retail comps growth, fueled by strong e-commerce demand and higher AUR.Carter's faces inflation, tariff pressures and expects Q4 SG&A expenses to rise 10.6%.Carter's, Inc. (CRI) is expected to report top-line growth when it reports fourth-quarter 2025 results. The branded marketer of apparel, exclusively for babies and children in North America, is likely to witne ...

Lululemon Athletica Inc. (NASDAQ:LULU) is one of the best luxury stocks to buy now. Telsey Advisory reaffirmed a Hold rating on Lululemon Athletica Inc. (NASDAQ:LULU) on January 26, setting a price target of $215. Here’s Why Lululemon Athletica (LULU) Stock Surged 28% from Fund Purchase Price In another development, BTIG maintained a Buy rating on the stock on January 22, setting a price target of $303.00 and telling investors that it believes the management is responsive to customer feedback and willing ...

Core Viewpoint - Ralph Lauren Corporation (NYSE:RL) is identified as a strong luxury stock investment opportunity, with a reaffirmed Buy rating and a price target of $435 following strong fiscal Q3 2026 results that exceeded expectations [1]. Financial Performance - Fiscal Q3 2026 revenue increased by 12% on a reported basis and 10% in constant currency, indicating robust demand across various regions [1]. - Earnings per diluted share for the quarter were reported at $5.82, a 25% increase year-over-year, while adjusted earnings per diluted share were $6.22, reflecting a 29% increase when excluding restructuring-related and other net charges [2]. Future Outlook - The company anticipates revenue growth in fiscal 2026 to be in the high-single to low-double digits on a constant currency basis, an increase from the previous forecast of 5% to 7% [3]. - Foreign currency is expected to contribute approximately 200 to 250 basis points to revenue growth in fiscal 2026, based on current exchange rates [3]. Company Overview - Ralph Lauren Corporation specializes in luxury fashion retail, offering a range of products including apparel, footwear, accessories, fragrances, and home goods. The brand portfolio includes Ralph Lauren, Polo Ralph Lauren, and others, along with hospitality ventures like The Polo Bar in New York City [4].

Likewise, the outlook for the African Growth and Opportunity Act and the Haiti HELP/HOPE program — both of which expired in September 2025 — are also causing industry uncertainty.“Despite broad industry support for upholding the existing agreement and calls to ‘do no harm,’ we cannot rule out the possibility that the Trump administration might seek significant renegotiation or even replace the USMCA with separate bilateral trade deals,” Lu said.For instance, the United States-Mexico-Canada Agreement is set ...

Billionaire retail tycoon Leslie Wexner on Wednesday told a US House panel that he had visited convicted child sex offender Jeffrey Epstein's private Caribbean island, but claimed to have had no knowledge about the disgraced financier's sex trafficking operation at the time.According to Wexner's deposition to congressional investigators, which was viewed by Bloomberg, the billionaire claimed to have visited Epstein's island once with his wife and children for a "few hours".However, Wexner, in his statement, ...

MILAN — Brunello Cucinelli moved up the release of his namesake company’s 2025 financial results by almost a month Wednesday for two reasons — being free to openly discuss business during Milan Fashion Week starting next week, and because he was eager to talk about the relationship with Saks Fifth Avenue, Neiman Marcus and Bergdorf Goodman in the wake of the Chapter 11 bankruptcy of Saks Global. “We have had an excellent relationship of more than 30 years with Saks, Neiman Marcus and Bergdorf Goodman, and ...