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Levi Strauss & (LEVI) - 2025 Q4 - Earnings Call Transcript
2026-01-28 23:00
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 ...
H&M设计大奖重启
Cai Jing Wang· 2026-01-28 11:52
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。 ...
Abercrombie & Fitch Announces Plans for Super Bowl LX as “Official Fashion Partner of the NFL”
Globenewswire· 2026-01-27 12:00
Week-Long Series of Activations in the San Francisco Bay Area Culminating in a Star-Studded Fashion Presentation Abercrombie Super Bowl styles for the whole family ranging from $45-$150 online and at an Abercrombie experience within the NFL Shop presented by Visa. Abercrombie Super Bowl styles for the whole family ranging from $45-$150 online and at an Abercrombie experience within the NFL Shop presented by Visa. Abercrombie Super Bowl styles for the whole family ranging from $45-$150 online and at an A ...
Authentic finalises acquisition to take Guess? private
Yahoo Finance· 2026-01-27 09:55
US-based Authentic Brands Group has completed a transaction to take US retailer Guess? private and acquire a majority stake in its intellectual property. The transaction removed the company from public markets and restructured ownership of its assets. Under the agreement, Authentic acquired 51% of substantially all of Guess?’s intellectual property while existing shareholders retained the remaining 49%. Carlos Alberini and Maurice, Paul and Nicolai Marciano became rolling shareholders in the intellectu ...
Sarepta Therapeutics, Lands' End, USA Rare Earth, CoreWeave And Other Big Stocks Moving Higher On Monday - Almonty Indus (NASDAQ:ALM), Rich Sparkle Holdings (NASDAQ:ANPA)
Benzinga· 2026-01-26 17:05
U.S. stocks were higher, with the Dow Jones gaining over 100 points on Monday.Shares of Sarepta Therapeutics Inc (NASDAQ:SRPT) rose sharply during Monday's session after the company released topline three-year functional results from Part 1-treated patients in the EMBARK (Study SRP-9001-301) Phase 3 study of Elevidys (delandistrogene moxeparvovec-rokl) in ambulatory individuals with Duchenne muscular dystrophy.Three years after treatment, patients who received Elevidys in Part 1 of EMBARK demonstrated stati ...
Did Lands' End Just Become a Must-Buy Retail Stock?
247Wallst· 2026-01-26 15:32
Lands' End (NASDAQ:LE) stock jumped over 33% in early trading this morning after the company announced a joint venture with WHP Global to monetize its intellectual property. The deal delivers $300 million in cash to Lands' End, most of which will repay its approximately $234 million term loan, with the remainder for general corporate purposes. It also includes a long-term license back to the company for continued use of the brand and a tender offer from WHP Global for up to $100 million in shares at $45 eac ...
Did Lands’ End Just Become a Must-Buy Retail Stock?
Yahoo Finance· 2026-01-26 15:32
Quick Read Lands’ End (LE) received $300M from WHP Global for 50% of a joint venture. Most proceeds repay its $234M term loan. Lands’ End will pay minimum $50M annual royalties to the joint venture. This expense could pressure margins if growth disappoints. The stock jumped 33% from around $14 before the deal. The surge reduces margin of safety for new investors. Investors rethink ‘hands off’ investing and decide to start making real money Lands' End (NASDAQ:LE) stock jumped over 33% in early tra ...
Lands’ End and WHP Global to Form Joint Venture to Unlock the Value of Lands’ End’s Intellectual Property
Globenewswire· 2026-01-26 13:00
Core Viewpoint - The agreement between Lands' End and WHP Global aims to enhance stockholder value through a joint venture that leverages Lands' End's intellectual property while significantly strengthening its balance sheet with $300 million in gross proceeds [1][3][4]. Financial Impact - Lands' End will receive $300 million in gross cash proceeds from WHP Global, which will enable the full repayment of its term loan of approximately $234 million as of January 26, 2026 [4][5]. - WHP Global will also initiate a tender offer for up to $100 million of Lands' End shares at a price of $45 per share, potentially resulting in WHP owning up to 7% of Lands' End's outstanding shares [9]. Joint Venture Structure - The joint venture will be formed with Lands' End contributing all its intellectual property and related assets associated with the "Lands' End" brand, while WHP Global will acquire a 50% controlling ownership stake [4][6]. - Lands' End will maintain operational control over its direct-to-consumer and B2B businesses, while WHP Global will lead the global licensing strategy and brand expansion [4][5]. Growth Opportunities - The partnership is expected to accelerate Lands' End's expansion into new categories and geographies by utilizing WHP Global's extensive brand management platform, which generates over $8 billion in retail sales across more than 80 countries [1][5][7]. - The joint venture will also include a long-term license agreement, ensuring Lands' End continues to operate its existing business using the contributed intellectual property, with guaranteed minimum royalty payments starting at $50 million for the first year [8]. Strategic Outlook - The collaboration is viewed as a significant opportunity to enhance the value of the Lands' End brand, with expectations of improved partner selection and long-term royalty generation [5][6]. - Both companies express optimism about the potential for strong returns and future value creation through this partnership [6][7].
WHP Global to pay $300M for controlling stake in Lands’ End
Yahoo Finance· 2026-01-26 11:26
This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Lands’ End and WHP Global on Monday said they are forming a joint venture, with the brand management firm paying $300 million in cash to acquire a 50% controlling stake in the apparel brand. The brand in turn will hand over all of its intellectual property and related assets, including its licensing business, and will continue to be in charge of its direct-to-consu ...
H&M在中国,加速逃离平价
36氪· 2026-01-26 00:10
Core Viewpoint - The collaboration between H&M and Chinese designer Jacques Wei represents a significant step in H&M's transformation towards a more fashion-forward brand, showcasing a blend of Eastern and Western design elements while aiming to enhance its market presence in Asia and globally [10][12]. Group 1: Collaboration Details - The collection inspired by "horses" features key design elements from Jacques Wei's brand, including beading, metal accessories, and animal prints, highlighting H&M's shift towards more fashion-oriented offerings [5][10]. - The collaboration series will be primarily sold in China, South Korea, Singapore, Thailand, and Australia, with a focus on more daring designs for international markets, while practical styles remain popular domestically [10][12]. - The pricing of the collaboration series is approximately half of Jacques Wei's original brand prices, making it more accessible [10][12]. Group 2: Jacques Wei's Brand Performance - Jacques Wei's brand has released nine collections with an annual revenue of €3 million and has established a presence in over 30 international fashion retail channels [8][10]. - The brand's structure, with Jacques Wei as CEO and Austin Feng managing overall image, has positioned it well for broader market appeal [7][10]. Group 3: H&M's Transformation Strategy - H&M is undergoing a transformation to become more fashionable, with a focus on high-end collaborations and a shift in product offerings, including a reduction in basic items and an increase in premium lines [12][16]. - The company's financial performance shows early signs of success, with a 2% year-on-year increase in net sales and a 40% rise in operating profit for Q3 of FY2025 [13][15]. - H&M's strategy includes a significant reduction in the SKU proportion of low-priced products in the UK and an increase in the EDITION series in China to elevate average transaction values [16]. Group 4: Broader Industry Context - H&M's transformation is part of a larger trend among retailers like GAP and A&F, which are also focusing on product upgrades and enhanced shopping experiences to compete with new players in the fast fashion market [15][16]. - The success of H&M's transformation will depend on its ability to integrate the high-fashion appeal of collaborations into everyday offerings, making "fashionable" a consistent experience for consumers [16].