Group 1 - Levi Strauss & Co. reported strong quarterly performance with continued growth primarily driven by Direct-to-Consumer (DTC) sales and female apparel [1] - The company experienced significant margin expansion, particularly on a GAAP basis, attributed to restructuring costs from the previous period [1] Group 2 - The analysis emphasizes a long-only investment approach, focusing on operational aspects and long-term earnings potential rather than market-driven dynamics [1] - The investment strategy suggests that only a small fraction of companies should be considered for buying at any given time, with most recommendations being holds [1]

Key Takeaways PriceSmart Q3 EPS grew year over year despite cost pressures and FX headwinds. Net merchandise sales climbed 8%, with 7% comp growth despite currency impacts. Adjusted EBITDA increased 11.2% year over year to $79 million.PriceSmart, Inc. (PSMT) posted third-quarter fiscal 2025 results, wherein the top and bottom lines increased year over year. However, earnings missed the Zacks Consensus Estimate.PriceSmart’s third-quarter results reflect steady progress in its core membership warehouse club ...

Dublin, July 11, 2025 (GLOBE NEWSWIRE) -- The "Luxury Apparel Market to 2029" report has been added to ResearchAndMarkets.com's offering.This report offers an analysis of both the historic and forecast data of the global luxury apparel market through to 2029. It provides a insights into key trends within the luxury apparel market, alongside sales and growth across different regions and category groups. It also highlights key global luxury apparel brands and their current competitive position.The luxury app ...

Key Takeaways DLTR replaced its prior buyback plan with a new $2.5B share repurchase authorization with no expiration. As of May 3, DLTR repurchased 6.7M shares totaling over $504M under its authorization. The move reflects DLTR's focus on investments and returning excess cash through sustained free cash flow.Dollar Tree, Inc. (DLTR) has been making smart moves to enrich shoppers’ experience and bolster growth. The company has been taking strategic measures to maximize shareholders’ value as well.In the ...

Key Takeaways Wolverine's Q1 adjusted gross margin hit 47.3%, up 80 bps, on mix, pricing and supply savings. Saucony, Merrell and Sweaty Betty drove gains through premium pricing and reduced promotions. Diversified sourcing and targeted price hikes help Wolverine counter cost pressures and tariffs.Wolverine World Wide, Inc. (WWW) began fiscal 2025 with strong momentum, highlighted by a record gross margin and clear progress on operational efficiency. In the first quarter, adjusted gross profit rose 7.3% y ...

RT ForbesWomen (@ForbesWomen)Catarina Macario, a midfielder for the U.S. national team, will be one of the highest-paid players in women's soccer thanks to a new shoe and apparel deal with Nike. (Photo: Robin Alam/ISI Photos via Getty Images) https://t.co/alRRhcZlSO https://t.co/a8788gDgVW ...

In an environment where consumer spending on discretionary apparel is under pressure and import tariffs are looming large, many retailers find themselves contending with slowing top-line growth, margin headwinds and shrinking earnings expectations. Today’s Bear of the Day, is a stock that despite a recent rebound off deep lows, has seen its outlook darkened. Unfortunately, analysts have trimmed their profit forecasts, the company has cut its guidance, and macro-driven costs threaten to erode any near-term u ...

Core Insights - Stitch Fix, Inc. (SFIX) reported a 3.4% adjusted EBITDA margin in Q3 of fiscal 2025, an increase of 130 basis points year over year, with adjusted EBITDA reaching $11 million compared to $6.7 million in the same quarter last year [1][9] Financial Performance - The improved margin was driven by disciplined cost control, particularly in selling, general and administrative (SG&A) expenses, which declined by 10.8% year over year to $153.3 million, accounting for 47.2% of net revenues, down from 53.2% in the prior-year quarter [2] - Revenues per active client grew by 3.2% year over year to $542, supported by a 10% rise in average order value, attributed to more flexible Fix options and expanded trend-right assortments [3] - The contribution margin remained above 30% for the fifth consecutive quarter, providing financial flexibility to manage gross margin fluctuations and reinvest in client experience [4] Strategic Outlook - The company raised its full-year adjusted EBITDA guidance to $43-$47 million, implying a margin of 3.5%-3.8%, an increase from the previously communicated $40-$47 million [5] - SFIX is currently trading at a forward 12-month price-to-sales (P/S) multiple of 0.42X, significantly lower than the industry's average of 1.77X and the sector's average of 1.66X, indicating a potential undervaluation [6] Stock Performance - Shares of Stitch Fix have gained 34.8% in the past three months, outperforming the industry's growth of 25.5% [10]

Key Takeaways Tapestry's omnichannel approach boosts revenues, profitability and customer connections. Q3 digital sales grew in mid-teens and store sales saw a mid-single-digit rise, digital being 30% of revenues. Creative retail formats and marketing boost traffic, retention and purchase levels.Tapestry, Inc.’s (TPR) omnichannel strategy is a significant competitive advantage, strengthening customer engagement while driving revenue growth and profitability. The seamless integration of digital and physica ...

On Holding (ONON) closed at $52.60 in the latest trading session, marking a -3.24% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.07%. Elsewhere, the Dow saw a downswing of 0.37%, while the tech-heavy Nasdaq appreciated by 0.03%. Prior to today's trading, shares of the running-shoe and apparel company had lost 3.72% lagged the Retail-Wholesale sector's gain of 1.87% and the S&P 500's gain of 3.94%.Market participants will be closely following the financial results of ...