Core Viewpoint - BTIG initiated coverage of Abercrombie & Fitch (NYSE: ANF) with a Buy rating and a $120 price target, indicating confidence in the retailer's growth prospects despite consumer headwinds [1] Group 1: Growth Prospects - Analysts believe that easing average unit retail (AUR) headwinds will assist A&F in returning to growth, with strong brand health and store traffic [2] - Multi-year growth opportunities are anticipated at Hollister as the brand adopts A&F's strategy [2] Group 2: International Operations and Valuation - Right-sized international operations are viewed as a growth driver not fully reflected in estimates [3] - The current valuation is trading well below historical averages and peers, suggesting that the market has priced in a sharp earnings decline, resulting in a favorable risk-reward profile [3]

Core Viewpoint - Nike Inc. has experienced a significant decline in stock value, losing over 60% since its pandemic-era peak, while major indices have reached record highs [1][3][12] - Despite recent challenges, there are signs of potential recovery, with a 40% increase in shares since April's low and a series of analyst upgrades indicating a more optimistic outlook [2][4][5] Group 1: Stock Performance and Market Sentiment - Nike's stock is currently trading just above $70, down nearly 10% since the end of August, reflecting a cautious sentiment among investors [1][2] - The stock has rebounded from its April low, logging a solid earnings report in July and consolidating gains since then, suggesting a potential shift in market sentiment [4][12] - Analysts have begun to express optimism, with upgrades from firms like JPMorgan and Jefferies, indicating a bullish sentiment towards Nike's future performance [5][6] Group 2: Analyst Ratings and Price Targets - Recent analyst ratings have been predominantly positive, with targets reaching as high as $115, suggesting a potential upside of over 60% from the current price [7][8] - The average price target among analysts is $78.89, indicating an 8.21% upside from the current price of $72.91 [8] - The upcoming earnings report is critical, as it will provide insights into whether Nike's fundamentals are stabilizing and beginning to grow again [8][9] Group 3: Fundamental Strengths - Nike is regaining market share in footwear, a key retail metric, and management is actively addressing inventory issues and resetting growth initiatives [9][10] - The brand's strong global presence and value provide a solid foundation for long-term growth, making it more resilient compared to other struggling consumer brands [10][12] - Despite a relatively high P/E ratio compared to peers, the company's brand power and recent positive developments create a compelling case for potential recovery [11][12]

This audio is auto-generated. Please let us know if you have feedback Dive Brief:Gap Inc. announced a slate of hires Wednesday that underscores the ambitions in beauty and accessories that CEO Richard Dickson outlined a couple of weeks ago.Effective immediately, former Nordstrom beauty merchant Deb Redmond is Gap Inc. general manager of beauty, reporting to Chief Business and Strategy Officer Eric Chan. John Demsey, a former Estée Lauder executive who helped scale brands like Tom Ford Beauty and MAC Cosmet ...

American glamour model and actress Anna Nicole Smith (1967-2007) during an in-store appearance for Guess Sportswear at the Bullock's Store in the Beverly Center in Beverly Hills, California, 20th February 1993. (Photo by Vinnie Zuffante/Getty Images)Getty ImagesAuthentic Brands Group hopes to finalize its agreement to acquire a controlling ownership interest in the intellectual property of retailer Guess? According to Authentic Brands Group Chief Operating Office Corey Salter.Speaking in Paris today at the ...

Shares of Zumiez (ZUMZ) have been struggling lately and have lost 5.2% over the past week. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stoc ...

Summary of Levi Strauss & Co. FY Conference Call (September 16, 2025) Industry Overview - The denim category is valued at approximately $100 billion and is expected to grow in the mid-single digits moving forward [3][4] - The casual environment has significantly contributed to the growth of denim [3] Company Insights - Levi Strauss & Co. has been a market leader for 170 years and is focused on expanding the denim category [3] - The company has launched various denim styles, including a looser baggy fit, which currently represents about 15% of their product mix, while skinny and slim fits contribute 20% [4] - The company aims to become a $10 billion entity with a 15% operating margin over the next 12 to 18 months [6] Product Development and Marketing - The introduction of the Blue Tab premium category, inspired by Japanese denim, has been successful in both Asia and the U.S. [4][5] - Collaborations with influencers, such as Beyoncé, have positively impacted brand visibility and sales [5][6] - The company is expanding its Western wear offerings, which have seen increased demand [9][10] Direct-to-Consumer (DTC) Strategy - DTC now accounts for 50% of the company's business, up from 20% when the current leadership joined [12] - The company has experienced 13 consecutive quarters of positive comparable sales [16] - E-commerce has grown from 4% of total business pre-COVID to approximately 12% recently, with a target of reaching 15% [29] Financial Performance and Goals - Gross margin improved from less than 58% in 2023 to over 61% in 2024, driven by higher full-price sales and growth in DTC and international markets [38] - EBIT margins have increased from 9% to mid-11% over the past three years [39] - The company is focused on maintaining SG&A control to drive EBIT leverage [39] Operational Efficiency - The company is transitioning to a hybrid distribution model to improve efficiency and reduce costs [33][34] - Distribution expenses have increased due to e-commerce growth and inefficiencies in older distribution centers [31][32] - The company is working on eliminating unproductive SKUs to make room for new product innovations [24] Future Outlook - The company is confident in achieving its 15% margin target by sustaining mid-single-digit growth and improving gross margins [39] - There is a clear path to reaching $10 billion in revenue, with ongoing discussions about timelines and strategies [42] Additional Considerations - The company is navigating challenges related to tariffs and inflation, which have impacted consumer demand [41] - The leadership is committed to long-term growth and has established a clear path for achieving ambitious targets [42]

We came across a bullish thesis on Abercrombie & Fitch Co. on Value investing subreddit by ilovebusiness-. In this article, we will summarize the bulls’ thesis on ANF. Abercrombie & Fitch Co.'s share was trading at $92.45 as of September 3rd. ANF’s trailing and forward P/E were 8.79 and 8.83 respectively according to Yahoo Finance. Top 20 Clothing Brands in The World Sensay/Shutterstock.com Abercrombie & Fitch (ANF) appears significantly undervalued despite executing one of the most successful fashion t ...

lululemon athletica TodayLULUlululemon athletica$160.38 +0.40 (+0.25%) 52-Week Range$159.25▼$423.32P/E Ratio10.88Price Target$242.24Add to WatchlistLululemon Athletica Inc. NASDAQ: LULU has to be one of the most painful charts for retail investors to look at this year. After gaining nearly 90% through the end of January, shares are now down more than 60%, closing Monday just under $160.  That puts the stock back at 2018 levels, a shocking disconnect from the broader market, which has been hitting record hi ...

Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase ...

Two apparel stocks are losing steam, with their Growth scores in Benzinga’s Edge Stock Rankings taking a nosedive within the span of a week. 2 Apparel Stocks With A Dip In Growth ScoresIn Benzinga’s Edge Rankings, the Growth metric is calculated based on the historical expansion in earnings and revenue, with equal parts importance given to both long-term trends and recent performances.See Also: 2 Boatmaker Stocks That Are Set For A Lift-Off: Big Surge In Growth MetricsA significant dip in growth scores thus ...