Key Takeaways LULU drives 7% y/y growthin 3Q25, led by 33% international gains and China up 46% in constant currency.Guess's focus on margins, inventory discipline and international reach aids profits despite macro pressures.LULU trades at 15.97X forward P/E vs. GES at 9.7X, highlighting valuation differences amid global expansion.In the global apparel landscape, lululemon athletica inc. (LULU) and Guess? Inc. (GES) occupy sharply different yet increasingly competitive positions. LULU commands a premium sha ...

Core Insights - KARL LAGERFELD and AARK Developers have partnered to develop the KARL LAGERFELD Residences, a luxury beachfront project in Ras Al Khaimah, valued at over USD 1.4 billion, with completion expected in 2028 [1][3][5] Project Overview - The project will feature 663 sea view residences ranging from one to four bedrooms, including private pools for select units, 20 podium villas, 10 sky villas/penthouses, and 11 beachfront villas, each with its own private pool [3] - Amenities will include two signature cafés and restaurants, a beach club, a sky bar with an infinity pool, and a 1000ft private beach, emphasizing architectural excellence and resort-style living [3] Market Context - Al Marjan Island is positioned as a luxury hub for tourism, hospitality, and entertainment, further enhanced by the upcoming Wynn Al Marjan Island integrated resort, set to open in 2027 [4] - This project represents KARL LAGERFELD's second branded initiative in the Middle East, with a launch event planned in Dubai for Q1 of 2026 [5] Company Background - KARL LAGERFELD is expanding its presence in hospitality and branded living, with existing projects including hotels in Macau and Marbella, and residences in Dubai and Lisbon [6] - AARK Developers is recognized for its design-led approach and has delivered projects worth over AED 5 billion, focusing on quality and long-term value [10]

Core Viewpoint - Guess?, Inc. is set to release its financial results for the third quarter of fiscal year 2026 on November 25, 2025, and will not host a conference call due to a pending take-private transaction [1]. Company Overview - Guess?, Inc. designs, markets, distributes, and licenses a lifestyle collection of contemporary apparel, denim, handbags, watches, eyewear, footwear, and other related consumer products [2]. - As of August 2, 2025, the company operated 1,062 retail stores directly and had 527 additional stores operated by partners and distributors across approximately 100 countries [2]. Recent Financial Performance - The company reported strong financial results for its second quarter ended August 2, 2025, with revenues exceeding expectations, driven by better-than-expected comparable store sales in Europe and the Americas [5]. - In the first quarter ended May 3, 2025, revenue grew by 9% in U.S. dollars and 12% in constant currency, reflecting successful integration of rag & bone and momentum in wholesale businesses [7]. ESG Commitment - Guess?, Inc. released its FY2024–2025 ESG Report titled "It's in Our DNA," highlighting its commitment to sustainable and responsible business practices through the ACTION GUESS ESG strategy [6].