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Ralph Lauren's Strategy Shift - A Growth Catalyst
Seeking Alpha· 2025-09-24 10:55
Ralph Lauren (NYSE: RL ) has recently hosted an Investor Day, and the company's performance and strategic initiatives have reinforced my bullish outlook on the stock. I see the company having huge potential driven by its shiftInvesting started as a personal quest, but it quickly evolved into a passion for analyzing financial statements and identifying undervalued opportunities. Bringing fresh perspective to Seeking Alpha, driven by a commitment to independent thinking and demystifying complex financial conc ...
Carter's Adopts Limited Duration Stockholder Rights Agreement In Response to Rapid Stock Accumulation
Businesswire· 2025-09-24 10:05
ATLANTA--(BUSINESS WIRE)--Carter's, Inc. (NYSE: CRI) (the "Company†or "Carter's†), North America's largest and most-enduring apparel company exclusively for babies and young children, today announced that its Board of Directors (the "Board†) has unanimously adopted a limited duration stockholder rights agreement (the "Rights Agreement†). Carter's recently became aware of the rapid accumulation of a significant amount (16.86%) of the common stock of the Company by RWWM, Inc., ("RWWM†) as disclo. ...
VFC INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that V.F. Corporation Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit
Globenewswire· 2025-09-24 10:00
SAN DIEGO, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of V.F. Corporation (NYSE: VFC) securities between October 30, 2023 and May 20, 2025, all dates inclusive (the “Class Period”), have until November 12, 2025 to seek appointment as lead plaintiff of the V.F. Corporation class action lawsuit. Captioned Brenton v. V.F. Corporation, No. 25-cv-02878 (D. Colo.), the V.F. Corporation class action lawsuit charges V.F. Corporation as well as certain ...
Britain's JD Sports says Nike 'doing all the right things' to lift sales
Yahoo Finance· 2025-09-24 08:34
LONDON (Reuters) -Nike's new CEO Elliott Hill got a vote of confidence from one of its largest customers, British sportswear retailer JD Sports, whose finance chief said Nike was "doing all the right things" to revive demand. Hill, who was with Nike for more than three decades, returned as CEO in October to lead a turnaround at the firm which had been struggling with strategy missteps that soured its relations with retailers. Under Hill, Nike has been investing in its running shoe and sneaker lines to re ...
为什么最受欢迎的健身服还是黑白灰?
36氪· 2025-09-24 00:11
运动品牌的货架上、橱窗里最显眼的位置,摆着最近上新的柔和奶油黄和雾绿色,可走进健身房,跑步机上的人十有八九穿的还是黑色紧身裤。 并不是说亮色没有存在感,过去两年,社交媒体带动了「多巴胺穿搭」的热潮,荧光绿、亮粉红让健身房一度像个舞台。 但热度过去,消费者真正留在衣柜里的,往往还是那几条百搭的黑白灰。就像快时尚里的爆款潮色,往往只是短期点燃氛围,却很难成为高频复购。 甚至在户外风靡的各种徒步、越野露营活动中,黑色冲锋衣依然是最安全的选择。无论在训练、通勤还是户外,黑白灰似乎一直是运动服饰的「基本 盘」。那些在橱窗里闪耀的限定色,在真实场景里似乎总是退居配角,而最受欢迎的,还是黑白灰。 而真正从消费角度分析,黑白灰意味着功能上的耐用、心理上的安全感,以及消费逻辑上的高频复购。它们能隐去汗渍、不挑搭配,让人少一点「被注 视」的紧张,同时也经得起高频穿着。相较之下,亮色往往更适合拍照或社交分享,却难以成为真正的衣橱常客。 对品牌而言,这种消费习惯也在重塑营销策略:一方面,要用黑白灰稳住销量和功能需求;另一方面,又要靠限定色和联名款制造新鲜感,满足消费者偶 尔「想要特别一点」的心情。因此,有热度的是「多巴胺」,但真正受 ...
Nike: A Great Brand That Needs Time To Rebound (NYSE:NKE)
Seeking Alpha· 2025-09-23 22:58
Nike, Inc. (NYSE: NKE ) is an American sports clothing behemoth that designs, manufactures, and sells athletic apparel, footwear, accessories, and equipment. Nike has a significant presence all over the globe, with its iconic swoosh logo and strong brand.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both ins ...
Kirby McInerney LLP Reminds V.F. Corporation Investors of Class Action Filing and Encourages Investors to Contact the Firm
Globenewswire· 2025-09-23 22:05
NEW YORK, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Kirby McInerney LLP reminds investors who purchased V.F. Corporation (“VFC” or the “Company”) (NYSE:VFC) securities to contact Thomas W. Elrod of Kirby McInerney LLP by email at investigations@kmllp.com, or fill out the contact form below, to discuss your rights or interests in the securities fraud class action lawsuit at no cost. If you suffered a loss on your VFC investments, you have until November 12, 2025 to request lead plaintiff appointment. Follow the lin ...
Another Lululemon bull jumps ship. Here's why the troubles are far from over.
MarketWatch· 2025-09-23 20:53
Baird's Mark Altschwager is the latest analyst to tell investors to stop buying Lululemon's stock, as he sees a rise in the amount of marked-down merchandise for sale as a sign that a turnaround at th... ...
Nike Stock Lacing Up for Earnings Next Week
Schaeffers Investment Research· 2025-09-23 19:06
Yes, there are still earnings reports to get ready for. Nike Inc (NYSE:NKE) will announce its fiscal first-quarter results after the close on Tuesday, September 30. The athletic retailer is expected to post earnings of 28 cents per share on revenue of $11 billion, both down from the same quarter a year ago. Today, Morgan Stanley lifted its price target on NKE to $70 from $64, maintaining its "equal weight" rating. The firm said it expects the retailer's earnings to match estimates. Looking back at Nike stoc ...
lululemon Q2 Metrics: Margin Squeezes as Tariffs & Markdowns Bite
ZACKS· 2025-09-23 15:21
Key Takeaways lululemon's Q2 gross margin fell 110 bps y/y to 58.5% on tariffs and higher-than-expected markdowns.Revenues of $2.53B missed estimates, with flat U.S. sales and 3% comps decline offset by global gains.FY25 outlook cut, with gross margin expected to decline 300 bps amid intensifying tariff headwinds.Tariffs have emerged as the biggest profitability drag for lululemon athletica inc. (LULU) , reshaping its margin profile in fiscal 2025. The removal of the U.S. de minimis exemption, which had pre ...