Guess has unveiled the second drop of its global spring/summer 2026 advertising campaign, with Stray Kids member Hyunjin fronting the brand’s latest push to refresh its denim heritage for a new generation.The fashion retailer said the campaign marks a further step in its “next chapter”, reframing its American denim legacy through a bolder and more expressive creative direction aimed at younger consumers.Hyunjin, who was recently named a global brand ambassador for Guess, takes centre stage in the new campai ...

Brands Swiss sportswear brand On Holding announced that co-founders David Allemann and Caspar Coppetti will take over as co-CEOs, replacing Martin Hoffman, on May 1. The company also promoted Scott Maguire to president and COO to oversee the full value chain. Hoffmann, who previously served as CFO for 13 years, will remain an advisor through March 2027. He became the company’s sole CEO in April 2025, after helping lead its 2021 IPO alongside then-co-CEO Marc Maurer. Frank Sluis, named CFO in January, is e ...

Key Takeaways TJX reported $60.4B sales in FY26, up 7%, with comps rising 5% on higher baskets and transactions.TJX plans to grow its store base to 7,000, with 146 net-new stores set for fiscal 2027.Flexible sourcing, broad appeal, and strong vendor network support market share gains.The TJX Companies, Inc. (TJX) delivered a strong performance in fiscal 2026, reaching a key milestone with net sales of $60.4 billion, representing 7% growth year over year. This achievement reflects solid execution and the com ...

Gap is preparing to add 50 new shops in mainland China in 2026, with openings planned across tier-one to tier-three cities. Vincent Qiu, chairman and chief executive of Baozun, the company that runs Gap’s business in China, told Bloomberg TV that the retailer also intends to return to Hong Kong later in 2026. Qiu said: “In the coming three years, we are ready to accelerate the business and scale it to a bigger size.” The expansion comes after the brand reached breakeven on a quarterly basis for the fir ...

As part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may be a deeply undervalued opportunity hiding in plain sight.This week’s spotlight is Abercrombie & Fitch Co. (ANF) — a revitalized global apparel retailer that has successfully repositioned its brand portfolio and improved profitability in recent years.Despite a strong turnaround, expanding margins, and solid free cash flow, Abercrombie & Fitch still trades at valuation levels that may no ...

Oxford Industries (NYSE:OXM) Q4 2026 Earnings call March 26, 2026 04:30 PM ET Company ParticipantsBrian Smith - Director of Investor RelationsDana Telsey - CEO and Chief Research OfficerEthan Siavosh Saghi - Equity Research AssociateK. Scott Grassmyer - CFO and COOMauricio Serna - Executive DirectorThomas C. Chubb III - Chairman, CEO, and PresidentTracy Kogan - VPConference Call ParticipantsAshley Owens - VP and Equity Research AnalystJoseph Civello - Equity Research AnalystOperatorWelcome to the Oxford Ind ...

Oxford Industries (NYSE:OXM) Q4 2026 Earnings call March 26, 2026 04:30 PM ET Company ParticipantsBrian Smith - Director of Investor RelationsDana Telsey - CEO and Chief Research OfficerEthan Siavosh Saghi - Equity Research AssociateK. Scott Grassmyer - CFO and COOMauricio Serna - Executive DirectorThomas C. Chubb III - Chairman, CEO, and PresidentTracy Kogan - VPConference Call ParticipantsAshley Owens - VP and Equity Research AnalystJoseph Civello - Equity Research AnalystOperatorWelcome to the Oxford Ind ...

Oxford Industries (NYSE:OXM) Q4 2026 Earnings call March 26, 2026 04:30 PM ET Speaker7Welcome to the Oxford Industries, Inc. fourth quarter fiscal 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. It is now my pleasure to introduce your host, Brian Smith of Oxford Industries. Thank you. You may begin.Speaker1T ...

Things went south on March 5, when the company reported fourth-quarter 2025 earnings that came in just shy of expectations. Earnings of 45 cents per share missed estimates by a penny, while revenue of $4.24 billion was roughly in line.In 2025 and into early 2026, the stock staged another strong run. After hitting a 52-week low around $17 in early April, shares climbed steadily as several better-than-expected quarters and stronger performance across much of the company’s portfolio helped push the stock highe ...

I upgraded to a buy rating for Victoria's Secret & Co. ( VSCO ) previously, as it has continued to take share in the core intimates business, PINK is working out nicely, and international initiativesI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, ...