What happened According to an SEC filing dated February 17, 2026, DME Capital Management, LP increased its position in Capri Holdings (NYSE:CPRI) by 2,080,410 shares during the fourth quarter. The fund's estimated transaction value, based on the quarter's average closing price, was $48.12 million. The total quarter-end position value for Capri rose by $62.80 million, which includes both new share purchases and stock price changes during the period. What else to know DME's move was a buy; Capri now acco ...

We recently published an article titled 12 Best Retail Stocks to Buy According to Analysts. On February 23, JPMorgan raised its price target on Burlington Stores, Inc. (NYSE:BURL) to $356 from $316 while maintaining an Overweight rating as part of a broader retail earnings preview. During the third-quarter 2025 earnings call, management provided detailed guidance underscoring stable sales performance and margin expansion. Fourth-quarter comparable store sales guidance was maintained at 0% to 2%, with to ...

Ralph Lauren Corporation (NYSE:RL) is one of the 14 Best Consumer Discretionary Stocks to Buy Right Now. BTIG analyst Bob Drbul, on February 6, raised the firm’s target price on Ralph Lauren by 8.8% to $435 (from $400) and reiterated his Buy recommendation on the stock. He likes the margin expansion, which the company exhibited in Q3 FY2026, both on an operating level (+220 basis points to 20.9%) and a gross level (+150 basis points). The margin expansion was driven by a more favorable product mix and che ...

Core Insights - Canada Goose Holdings Inc. will participate in the 47th Raymond James Institutional Investor Conference on March 2, 2026, with a fireside chat presentation scheduled for 4 PM ET [1] - The company has appointed Patrick Bourke as President, North America, effective February 5, 2026, to enhance brand momentum and consumer connections [1] - Canada Goose reported strong financial results for the third quarter of fiscal 2026, highlighting broad-based revenue growth and momentum across key regions and channels [1] Company Participation - Canada Goose will host a fireside chat presentation at the Raymond James Institutional Investor Conference, which will be webcast live on their investor relations website [1] - The archived webcast will be available after the presentation [1] Leadership Changes - Patrick Bourke's appointment as President, North America, aims to strengthen retail and wholesale execution and deepen consumer connections [1] Financial Performance - The third quarter results for fiscal 2026, ending December 28, 2025, reflect the strength of the global brand and revenue growth across various regions and channels [1]

Core Viewpoint - Burlington Stores, Inc. is set to release its fourth quarter and fiscal year 2025 results on March 5, 2026, before the U.S. stock market opens, followed by a conference call to discuss the results at 8:30 a.m. Eastern Time [1] Group 1: Financial Results Announcement - The company will announce its fourth quarter and fiscal year 2025 results on March 5, 2026 [1] - A conference call will be held at 8:30 a.m. Eastern Time on the same day to discuss the results [1] Group 2: Conference Call Details - U.S. toll-free dial-in for the conference call is 1-800-715-9871 with a passcode of 3196665, and the international dial-in number is 1-646-307-1963 [2] - A live webcast of the conference call will be available on the investor relations page of the company's website [2] Group 3: Replay Information - A replay of the conference call will be available starting at 11:30 a.m. ET on March 5, 2026, until March 12, 2026, at 11:59 p.m. ET [3] - The U.S. toll-free replay dial-in number is 1-800-770-2030, and the international replay dial-in number is 1-609-800-9909, with the same passcode of 3196665 [3] Group 4: Company Overview - Burlington Stores, Inc. is a nationally recognized off-price retailer with fiscal 2024 net sales of $10.6 billion [6] - The company operates 1,211 stores across 46 states, Washington D.C., and Puerto Rico, offering high-quality branded merchandise at discounts of up to 60% off other retailers' prices [6]

Core Viewpoint - An investigation is being conducted into Under Armour's Board of Directors for potential breaches of fiduciary duties related to cybersecurity events affecting the company's data systems [1]. Group 1: Company Overview - Under Armour, Inc. is a global sportswear and performance gear company based in Baltimore, MD, specializing in the design, development, marketing, and distribution of athletic apparel, footwear, and accessories worldwide [2]. Group 2: Legal Context - Berger Montague PC, a prominent law firm specializing in complex civil litigation, is advising Under Armour shareholders regarding the investigation into the Board's actions [1][3]. - The firm has a strong track record, having recovered over $50 billion for clients and represented in various legal areas including antitrust, consumer protection, and securities [3].

Core Insights - Segall Bryant & Hamill sold 654,898 shares of V.F. Corporation for an estimated $10.61 million, reflecting a strategic reduction in their stake during the fourth quarter [2][10] - The fund's remaining stake in V.F. Corporation is valued at $77.44 million, down $6.18 million from the previous quarter, influenced by price movements [2] - V.F. Corporation's stock price as of February 13, 2026, is $20.30, which has decreased by 18.7% over the past year, underperforming the S&P 500 by 30.5 percentage points [3] Company Overview - V.F. Corporation reported a total revenue of $9.59 billion and a net income of $223.94 million for the trailing twelve months [4] - The company offers a dividend yield of 1.77% and operates a diversified business model that includes wholesale distribution and direct-to-consumer sales [4][6] - V.F. Corporation is recognized for its iconic brands such as The North Face, Vans, Timberland, and Supreme, targeting a global customer base across various demographics [9] Market Context - The recent sale of shares by Segall Bryant & Hamill comes after V.F. Corporation's stock experienced a significant recovery, rising approximately 112% since hitting a multi-year low in April 2025 [11] - The current stake in V.F. Corporation now represents 1.05% of Segall Bryant & Hamill's reported U.S. equity assets, indicating a strategic shift in their investment portfolio [3]

Company Overview - lululemon athletica inc. is based in Vancouver, Canada, and specializes in designing, distributing, and retailing technical athletic apparel, footwear, and accessories for both women and men under the lululemon brand. The company has a market capitalization of $20.7 billion [1]. Performance Analysis - Over the past 52 weeks, lululemon has significantly underperformed the broader market, with its shares declining by 54.9%, while the S&P 500 Index increased by 11.8%. Year-to-date, the stock is down 15.1%, contrasting with a slight drop in the S&P 500 [2]. - The company has also lagged behind the Amplify Online Retail ETF, which saw a decrease of 12.3% over the past 52 weeks and 13.9% year-to-date [3]. Recent Financial Results - On December 11, lululemon reported better-than-expected Q3 results, with shares surging by 9.6% in the following trading session. The company's total revenue rose by 7.1% year-over-year to $2.6 billion, exceeding Wall Street expectations by 3.6%. However, earnings per share (EPS) declined by 9.8% from the previous year to $2.59, although it surpassed analyst expectations of $2.22 [4]. Earnings Forecast - For the current fiscal year ending in January, analysts project lululemon's EPS to decline by 10.8% year-over-year to $13.06. The company has a strong earnings surprise history, having exceeded consensus estimates in each of the last four quarters [5]. Analyst Ratings - Among the 31 analysts covering lululemon, the consensus rating is a "Hold," which includes two "Strong Buy," 26 "Hold," one "Moderate Sell," and two "Strong Sell" ratings [5]. - The configuration of ratings has slightly shifted, with three analysts now suggesting a "Strong Buy" rating. JPMorgan Chase & Co. maintained a "Neutral" rating and raised its price target to $209, indicating an 18.5% potential upside from current levels [6]. - The mean price target of $210.58 represents a 19.4% premium to current price levels, while the highest price target of $320 suggests an ambitious 81.4% potential upside [7].

Company Overview - The Buckle is a leading U.S. specialty retailer with a national footprint and a strong online presence, focusing on casual apparel, footwear, and accessories [6][8] - The company operates a vertically integrated retail model, generating revenue primarily from direct sales to consumers through physical stores and an e-commerce platform [8] - The Buckle targets young men and women in the U.S., emphasizing fashion-conscious customers seeking branded and exclusive private label products [8] Financial Performance - As of February 12, 2026, The Buckle's stock price was $52.65, reflecting a 35.1% increase over the past year, with an alpha of 22.2 percentage points compared to the S&P 500 [7] - The company reported $48.7 million in quarterly net income on $320.8 million in sales, marking a 9.3% year-over-year increase, with comparable sales up 8.3% and online revenue rising 13.6% to $53.0 million [9] - For the first 39 weeks of fiscal 2025, net income reached $128.9 million on $898.7 million in sales [9] Investment Position - Impala Asset Management LLC increased its stake in The Buckle by acquiring 162,119 additional shares, bringing its total investment to $21.37 million, which represents 14.4% of its reportable assets [2][10] - The Buckle's position in Impala's portfolio ranks third, following Century Aluminum and ERO, indicating a significant investment strategy focused on operating leverage and pricing power rather than sector labels [10] Balance Sheet - The Buckle's balance sheet shows $316.2 million in cash and total stockholders' equity of $510.7 million, suggesting a solid financial foundation [11] - The company's ability to maintain disciplined inventory, a strong private label mix, and steady comparable sales is crucial for sustaining margins in a volatile consumer cycle [11]

Company Overview - Vipshop Holdings Limited is a leading online discount retailer in China, focusing on a diversified product portfolio and robust logistics infrastructure to serve millions of customers nationwide [6] - The company operates a direct-to-consumer e-commerce model, generating revenue from product sales, logistics, and value-added services [7] - Vipshop targets value-conscious consumers seeking branded merchandise at discounted prices, emphasizing customer loyalty and brand partnerships [8] Financial Performance - As of February 11, 2026, Vipshop's stock price was $17.56, with a market capitalization of $8.82 billion [4] - The company reported a total revenue of $15.46 billion and a net income of $1.03 billion for the trailing twelve months [4] - In the third quarter, Vipshop achieved revenue of RMB21.4 billion (approximately $3.0 billion), reflecting a year-over-year increase of 3.4%, while net income attributable to shareholders rose by 16.8% to RMB1.2 billion (approximately $171.5 million) [9] Recent Developments - North of South Capital sold 1,093,316 shares of Vipshop, valued at an estimated $21.04 million, during the fourth quarter, reducing its stake to 2,262,683 shares worth $40.03 million at quarter's end [2][3] - Following the sale, Vipshop now represents 3.6% of North of South Capital's reportable assets, down from 6.3% in the previous quarter [3] - Despite the sale, Vipshop's performance has been strong, with shares up 20.9% over the past year, outperforming the S&P 500 by 6.55 percentage points [3] Strategic Positioning - Vipshop's strategy includes deep supplier relationships and exclusive brand partnerships to secure attractive pricing [6] - The company is positioned as a mid-tier player in the China consumer market, with a focus on large emerging market and Asia tech names in its investment portfolio [10] - Long-term investors may view the recent stake reduction as tactical, as the business continues to generate profits and cash, with guidance for up to 5% revenue growth in the next quarter [11]