Group 1 - LuxExperience (LUXE) is identified as a significant player in the luxury fashion sector, with a valuation of 0.3x EV/S being considered a bargain [1] Group 2 - The research firm Goulart's Restaurant Stocks specializes in the U.S. restaurant industry, covering various segments from quick-service to fine dining [2] - The firm employs advanced financial modeling and sector-specific KPIs to uncover hidden value in public equities, particularly focusing on micro and small-cap stocks [2]

MILAN — A Milan court gave Tod’s Group two additional months to strengthen control over its supply chain before deciding on a potential sanction. On Wednesday, the court granted a request by the Italian luxury company to postpone a hearing that could potentially impose a six-month ban on its communication. Originally scheduled for Wednesday, the hearing was moved to Feb. 23 and is part of the process that started when prosecutors began investigating the company over suspected alleged labor abuses. More fro ...

Retail Department store chain Kohl’s has named Michael Bender as chief executive officer, following his tenure as interim CEO since May. Earlier in his career, Bender served as president and CEO of optical retailer Eyemart Express, from January 2018 to April 2022, previously as president from September 2017 to January. 2018. Before joining Eyemart Express, Bender held various executive management positions at Walmart, including chief operating officer of global e-commerce and executive vice president and ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. It’s been another week with far more retail news than there is time in the day. Below, we break down some things you may have missed during the week and what we’re still thinking about. From an $775 safety pin to J. Jill’s first chief growth officer, here’s our closeout for the week. What you missed Walmart to transfer stock listing from NYSE to NASDAQ Walmart wil ...

Group 1 - The core announcement is the appointment of Sharifa AlSudairi as a brand ambassador for Perfect Moment Ltd. [1] - Sharifa AlSudairi is recognized as Saudi Arabia's first female Alpine skier, which adds competitive credibility to the brand [1] - The appointment reflects the company's strategy to fuse technical excellence with fashion-led designs, enhancing its luxury lifestyle brand image [1]

Core Points - Lanvin Group Holdings Limited will hold its annual general meeting (AGM) virtually on December 18, 2025, at 9:00 AM EST, allowing shareholders to engage with the Board of Directors and executive management [1][2] - The Board of Directors supports the Proposed Resolution and recommends shareholders vote in favor of it [2] - The Company has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024, with the SEC, which includes audited financial statements [3] Company Overview - Lanvin Group is a leading global luxury fashion group headquartered in Shanghai, China, and Milan, Italy, managing iconic brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [4] - The Company aims to expand its global footprint and achieve sustainable growth through strategic investments and operational expertise, focusing on the fastest-growing luxury fashion markets [4] - Lanvin Group is listed on the New York Stock Exchange under the ticker symbol "LANV" [4]

Core Insights - Lanvin Group has appointed Mr. Jiyang Han as Chief Financial Officer (CFO), effective November 1, 2025, to oversee financial affairs including planning, analysis, accounting, and investor relations [1][3] - Mr. Han has nearly two decades of experience in corporate finance and investment banking, previously serving as Co-CIO and Assistant President of Yuyuan and as M&A and Strategy Leader at 3M [1][2] - The appointment reflects Lanvin Group's commitment to strengthening financial discipline and supporting growth ambitions globally [3] Company Overview - Lanvin Group is a leading global luxury fashion group headquartered in Shanghai and Milan, managing brands such as Lanvin, Wolford, and Sergio Rossi [4] - The company aims to expand its global footprint and achieve sustainable growth through strategic investments and operational expertise [4] - Lanvin Group is listed on the New York Stock Exchange under the ticker symbol "LANV" [4]

Financial Data and Key Metrics Changes - In Q3 2025, the company reported revenues of €398 million, representing a 4% organic growth, with a sequential acceleration in the DTC channel, which grew by 9% in the quarter [6][12] - Year-to-date revenues for the first nine months reached €1.3 billion [6] Performance by Business Line - The Zegna brand recorded revenues of €249 million in Q3, reflecting a 6% growth driven by strong DTC performance, particularly in EMEA and the Americas [7] - Tom Brown's revenues were €48 million in Q3, showing slight negative growth but sequential improvement [7] - Tom Ford Fashion reported revenues of €66 million, up 4% organically, supported by the successful reception of the Fall/Winter 2025 collection [7] - The wholesale performance for Zegna was down 3% in Q3 and 11% year-to-date, with expectations of a mid-teens decline by year-end [15] Performance by Geographic Area - EMEA accounted for 36% of total revenue in the first nine months, with a 3% growth in Q3 driven by DTC performance [8] - The Americas, contributing 29% of nine-month revenue, recorded a 13% growth in Q3, with strong DTC performance [9] - Greater China accounted for 23% of total revenues, with a 7% decline in Q3, although showing signs of sequential improvement [10] - The rest of APAC represented 12% of nine-month revenues, with a 3% growth in Q3 [11] Company Strategy and Industry Competition - The company is focused on increasing control over the distribution of iconic products and converting wholesale points of sale into retail concessions [15] - The management emphasized the importance of maintaining a disciplined approach to projects in the pipeline to navigate the current environment [26] Management's Comments on Operating Environment and Future Outlook - Management noted that currency fluctuations continue to present challenges, with an expected impact of 4-5% from organic to reported figures in Q4 [26] - The consumer demand environment remains volatile, particularly in China, but the company anticipates settling into a new normal leading to balanced growth rates in the coming years [26] Other Important Information - The company celebrated the reopening of a fully renovated store in Dubai Mall, which now includes an exclusive private space [25] - A multiyear partnership with Art Basel was signed to celebrate art that resonates with the company's customers [20] Q&A Session Summary Question: Current trading expectations for Q4 and performance in China - Management indicated that current trading trends in Q4 are not substantially different from Q3, with a cautious outlook on consumer traffic in China, particularly for more affordable products [32][34] Question: Consumer environment across regions - The Americas and Europe showed solid growth, while Greater China experienced a mid-single-digit decline, with improvements noted in second-tier cities [49] Question: Wholesale sector trends - The rationalization of the wholesale channel is nearing completion, with expectations of continued selective conversions into next year [51] Question: Performance of Tom Ford - The brand has seen positive reception for its new collections, with plans for further expansion in the U.S. market [56][110] Question: Impact of new collections on performance - The initial "wow" effect from new collections is acknowledged, but the overall performance is attributed to a combination of factors including improved CRM and merchandising strategies [121]

Core Insights - Italian luxury fashion house Giorgio Armani has appointed Giuseppe Marsocci as the new CEO following the death of founder Giorgio Armani in September 2025 [1][2] - Marsocci will lead the company's transition in line with the founder's succession plan, which includes a planned sale of an initial 15% stake within the next 18 months [2] - Silvana Armani, the niece of the founder, has been appointed as vice-president [2] Company Background - Giorgio Armani was established in Milan, Italy, in 1975, with Giorgio Armani serving as both chairman and CEO until his passing [1] - Marsocci has over three decades of experience in the fashion and luxury industries, including 23 years with the Armani Group [2] Leadership Experience - Since joining the company in 2003, Marsocci has held various senior roles, including commercial director of Armani Collezioni and CEO of the group's Swiss operations [3] - He served as CEO of the Giorgio Armani Corporation Americas from 2014 to 2019, spending over ten years in the US [3] - Prior to joining Armani, Marsocci worked at GFT Group, a licensee for several luxury brands [3] Regulatory Issues - In August 2025, the Italian Competition Authority fined Giorgio Armani and its unit GA Operations €3.5 million (approximately $4 million) for deceptive commercial practices related to ethical claims [4]

Luxury fashion giants Gucci, Chloé and Loewe have been hit with EU fines totaling more than €157 million for imposing allegedly illegal price curbs https://t.co/nCK8L1pKsD ...