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Banana Republic, looking to the future, digs into its past
Retail Dive· 2025-09-29 15:44
This audio is auto-generated. Please let us know if you have feedback Banana Republic is looking to the late 20th century — when it was still selling safari hats and other accoutrements of adventure — to help reinvigorate sales.At its website and some stores, the Gap Inc. brand is offering "Banana Republic Archive," a collection of apparel from the ’70s, ’80s and ’90s that also features limited drops. And last week it acquired Abandoned Republic, a trove of catalogs, store signage and other marketing mater ...
Bear Of The Day: Lululemon Athletica (LULU)
ZACKS· 2025-09-29 12:10
Lululemon Athletica (LULU) is a Zacks Rank #5 (Strong Sell) despitethe company recently posted a solid beat and the stock has sold off as a result. This article will look at why this stock is a Zacks Rank #5 (Strong Sell) as it is the Bear of the Day.Description lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Oper ...
Wall Street Brunch: Jobs, Shutdown And A Fed Cartoon
Seeking Alpha· 2025-09-28 18:22
halbergman/E+ via Getty Images Listen below or on the go on Apple Podcasts and Spotify September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39) There’s a lot of ifs this coming week. Fed Chairman Jay Powell could get more dovish on cuts this year IF the September jobs numbers show a drop in payrolls. But that’s only IF President Donal Trump doesn’t try to fire Powell b ...
3 Things to Know About Lululemon Athletica Stock Before You Buy
The Motley Fool· 2025-09-28 12:48
Lululemon is going through a bad stretch, but the underlying business still shows promise.Lululemon Athletica (LULU 2.48%) has a cultlike following, with stores that are often crowded with customers. That's good news for the business, but what exactly is the business? On the surface, Lululemon sells athletic wear. But when you look at the price tags on its clothing, it becomes clear that the products it sells are luxury items.Here are three things you need to understand before you buy the stock.1. Fashion i ...
Will Nike Stock Keep Rebounding as Its Q1 Results Approach?
ZACKS· 2025-09-27 00:46
核心观点 - 耐克将于9月30日公布2025财年第一季度财报 市场预期营收和盈利均同比下降 但公司近期战略调整和供应链优势可能支撑未来复苏 [1][5][9] - 尽管短期面临通胀压力及关税阻力 耐克连续八个季度超预期盈利 且长期增长前景被看好 [6][10][12] 财务表现预期 - 第一季度营收预计同比下降5%至110亿美元(去年同期115.9亿美元) 每股收益预计大幅下降至0.28美元(去年同期0.70美元) [5] - 大中华区营收预计同比下降14% 主要受关税影响 [6] - 2026财年总销售额预计下降1% 2027财年预计增长6%至484.1亿美元 每股收益2026财年预计下降超20%至1.68美元 2027财年预计反弹58%至2.59美元 [10] 战略与运营 - 公司战略重心重新转向产品创新、品牌营销和批发分销渠道 此前曾为发展直营业务疏远Foot Locker等合作伙伴 [2] - 供应链成熟度支撑抗风险能力 全球基础设施分散化生产缓解关税冲击 [9] - 过去四个季度每股收益超预期平均达41.99% 连续八个季度超过市场共识 [6][7] 市场表现与估值 - 股价较52周低点52美元有所反弹 但仍较一年高点90美元低20%以上 [2] - 当前远期市盈率达41倍 显著高于市场平均水平 [12]
Urban Outfitters (URBN) Up 2.2% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-09-26 16:31
It has been about a month since the last earnings report for Urban Outfitters (URBN) . Shares have added about 2.2% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Urban Outfitters due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. ...
Jim Cramer on lululemon: “I Think it has Fallen Too Far”
Yahoo Finance· 2025-09-26 15:18
lululemon athletica inc. (NASDAQ:LULU) is one of the stocks Jim Cramer shed light on. A caller who bought the stock at around $334 in early June asked if they should hold and recover losses or sell the position entirely. Cramer replied: “Well, I think it has fallen too far. It’s down 50%. I think that Calvin McDonald is a person of great wisdom, and I do think that you can catch a bounce. I don’t want to say more than that because I think the prices are too expensive and it’s not differentiated enough, an ...
H&M operating profit soars in third quarter of 2025
Yahoo Finance· 2025-09-26 09:36
H&M has registered a surge in its third quarter (Q3) 2025 operating profit, benefitting from enhanced margins and reduced expenses. The Swedish fast fashion retailer’s operating profit jumped 40% to reach Skr4.91bn ($518.9m) in the quarter, reflecting an operating margin of 8.6%. Sales in local currencies grew by 2% during the quarter, despite a 4% reduction in the number of stores. The company said in a statement: “The continued optimisation of the store portfolio has a negative impact on sales in the ...
Stitch Fix dials up personalization to reverse client declines
Yahoo Finance· 2025-09-26 07:00
This story was originally published on CX Dive. To receive daily news and insights, subscribe to our free daily CX Dive newsletter. Dive Brief: Stitch Fix’s “strong top line performance was the direct result of the improvements we've made to our client experience and assortment,” CEO Matt Baer said on a Q4 2025 earnings call Wednesday. The apparel box retailer plans to build on its CX momentum with a tool called Vision, which uses generative AI to create imagery of the customer and dress it in shoppab ...
不止入乡随俗,优衣库如何以旗舰店重塑与中国城市的“对话”?
搜狐财经· 2025-09-26 06:41
什么是消费者喜欢的门店?无数消费品牌前仆后继,试图回答这个问题。但只有经历过足够规模、足够多元的消费者的考验,其思想和回答,才会更有说服 力。 今天,消费市场格外注重人的个性和在地文化的共性。消费者的渴望,出自对精神共振、身份归属的追求。洞察到这一变化的优衣库,因此主动转向深耕区 域文化,与城市建立深度连接的价值增长。 现在,它正打算在华中最繁华的十字路口之一,以超过2000平方米的三层空间,再度回应这个问题。 9月26日,优衣库湖南首家城市旗舰店将在长沙核心地标平和堂盛大开幕。这是继武汉、成都之后,优衣库"个店经营"与"深度本土化"战略在中国市场的又 一次关键落子。 优衣库创始人柳井正对门店提出的"个店经营、SKU管理、GLOBAL ONE全员经营"三个宗旨,正在中国市场塑造一种新的增长力。而长沙,千年文脉与当 代活力的交织,注定它总是会霸榜"网红城市"。难点在于,如何透过城市外部的标签,看清这里的市场和消费者在意什么、需要什么?长沙平和堂城市旗舰 店,就正成为优衣库探索这种对话逻辑的新样本。 01 用一座城市旗舰店,写一部长沙生活指南 在零售行业,标准化的连锁门店就像品牌向城市发出的统一"广播",它们能准 ...