Key Takeaways lululemon reshapes stores with localized assortments, lower product density and better visual merchandising.LULU cited stronger Thanksgiving traffic, higher store visits and better engagement from in-store playbooks.LULU sees modest U.S. improvement ahead as experience-led upgrades help convert visits into purchases.lululemon athletica inc. (LULU) has been actively reshaping its guest experience as part of a broader effort to reinvigorate its U.S. business. Management emphasized that “product ...

Key Takeaways For retailers like Abercrombie, record-breaking 2025 performance creates a "high bar".Rising CAPEX and persistent tariff expenses represent retail headwinds. There is a dramatic bifurcation between high-end and discount retail. Abercrombie Falls on Mediocre OutlookThe 2025 Holiday season was generally strong, as expected. However, Abercrombie and Fitch ((ANF) ) shares are falling today for a few different reasons, including:1.      A High Bar: After a successful, multi-year, store optimization ...

Carter's (NYSE:CRI) FY 2026 Conference January 12, 2026 11:30 AM ET Company ParticipantsDoug Palladini - CEORichard Westenberger - CFOConference Call ParticipantsIke Boruchow - Senior Softlines Equity Research AnalystIke BoruchowAll right, we're going to keep on moving. Thanks, everyone. So my name is Ike Boruchow, Softlines Analyst at Wells Fargo. I'm here with Carter's CFO, CEO Doug Palladini, Richard Westenberger. So thanks for being with us. A lot to talk about. I think I'll start at the highest level, ...

Carter's (NYSE:CRI) FY 2026 Conference January 12, 2026 11:30 AM ET Company ParticipantsDoug Palladini - CEORichard Westenberger - CFOConference Call ParticipantsIke Boruchow - Senior Softlines Equity Research AnalystIke BoruchowAll right, we're going to keep on moving. Thanks, everyone. So my name is Ike Boruchow, Softlines Analyst at Wells Fargo. I'm here with Carter's CFO, CEO Doug Palladini, Richard Westenberger. So thanks for being with us. A lot to talk about. I think I'll start at the highest level, ...

Key Points Urban Outfitters appears to have missed sales estimates for the holiday season. Earnings are due out soon, and the stock could be heading for a "miss." 10 stocks we like better than Urban Outfitters › Urban Outfitters (NASDAQ: URBN) stock tumbled 11% through 11:50 a.m. ET Monday despite reporting "record holiday sales" for November and December. Total sales for the two months ended Dec. 31, 2025, rose 9% in comparison to the year-ago period. Image source: Getty Images. Details, please ...

Carter's (NYSE:CRI) FY 2026 Conference January 12, 2026 11:30 AM ET Speaker1All right, we're going to keep on moving. Thanks, everyone. So my name is Ike Boruchow, Softlines Analyst at Wells Fargo. I'm here with Carter's CFO, CEO Doug Palladini, Richard Westenberger. So thanks for being with us. A lot to talk about. I think I'll start at the highest level, Doug. You know, I think you were named CEO in March, so almost 12 months under your belt.Speaker2Getting there.Speaker1So, maybe just let's talk about th ...

American Eagle Outfitters Inc. (NYSE:AEO) raised its fiscal fourth-quarter operating income outlook Monday, citing robust holiday demand and improved margins. • American Eagle Outfitters stock is showing notable weakness. What’s weighing on AEO shares?The retailer said comparable sales through Jan. 3 rose in the high single digits, with strength across brands and channels. American Eagle delivered low single-digit comparable growth, while Aerie comps increased in the low 20s.Capitalizing on strong results, ...

Key Takeaways SFIX is deploying generative AI to personalize styling, visualization, and client-stylist interactions.SFIX posted its seventh straight RPAC growth to $559 in Q1, reflecting higher spend per active client.SFIX saw AOV rise nearly 10%, marking a ninth consecutive quarter of year-over-year growth.Stitch Fix, Inc. (SFIX) has been steadily carving out a unique niche in the apparel retail space by blending data science with personalized styling. Despite lingering concerns around discretionary spend ...

Seipel emphasized what he called a differentiated positioning within off-price retail: Citi Trends is “the only off-price retailer specifically focused on African-American customers,” with assortments intended to deliver styles, brands, and trends at compelling prices for an underserved demographic. He described the customer base as loyal and high-frequency, supported by neighborhood proximity and word-of-mouth traffic.Citi Trends described itself as an off-price retailer specializing in family apparel, acc ...

Financial Data and Key Metrics Changes - The company achieved a merchandise margin expansion of 110 basis points, exceeding the guidance of 30 basis points year-over-year [3][4] - Over the past seven years, the company has seen a total of 700 basis points of merchandise margin expansion [5] Business Line Data and Key Metrics Changes - The exclusive brand penetration met expectations, contributing to growth but not the margin beat [3] - Lower markdowns compared to previous years allowed for better full-price selling, positively impacting margins [4] Market Data and Key Metrics Changes - The company has expanded its Total Addressable Market (TAM) from $40 billion to $58 billion, incorporating the Country Lifestyle segment and denim [22][23] - The average new store volume is approximately $3.2 million, with plans to open stores in both legacy and new markets [24][28] Company Strategy and Development Direction - The company is focusing on building a proper sourcing team for exclusive brands and reinvigorating the work boot business [7][10] - Marketing initiatives are being tailored to reach a broader Country Lifestyle customer base, including partnerships with mainstream events like NASCAR and the NFL [20][23] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding the economic landscape, noting that tax refunds and household income trends could positively impact sales [43][44] - The company aims for a mid-teens EBIT margin over time, currently tracking around 13% for the fiscal year [38] Other Important Information - The company is leveraging social media, particularly TikTok, to market stores and products, focusing on authenticity through everyday creators rather than professional influencers [35][36] - The company plans to raise prices on exclusive brands post-holiday to preserve margin rates, with low single-digit increases expected [16] Q&A Session Summary Question: What are the drivers behind the merchandise margin expansion? - Management highlighted better buying economies of scale, lower markdowns, and improved inventory management as key drivers [4][3] Question: How is the company approaching pricing in relation to tariffs? - The company has held exclusive brand pricing through the holiday season and plans to implement low single-digit price increases post-holiday [16][12] Question: What is the strategy for reaching the Country Lifestyle customer? - The company is expanding marketing efforts to include mainstream partnerships and events, targeting customers who embody a rural lifestyle without being traditional ranchers [19][20] Question: What are the expectations for store growth? - The company has raised its store growth target to 1,200 locations, with a focus on both legacy and new markets [24][25] Question: How is the company performing in urban markets? - The company has seen success in urban areas, indicating strong performance in densely populated regions [32][34]