Key Takeaways Ralph Lauren's strategy centers on brand elevation, core product growth and key city expansion.RL projects mid-single-digit revenue CAGR and 100-150 bps margin expansion through FY28.The company plans to return at least $2B to shareholders via dividends and buybacks by FY28.Ralph Lauren Corporation (RL) is benefiting from its unique brand portfolio, product innovations and strategic execution of its Next Great Chapter plan.In the latest update, Ralph Lauren will continue to execute its three c ...

We recently published 10 Latest Stocks Jim Cramer Discussed In An Episode Examining Turnarounds. V.F. Corporation (NYSE:VFC) is one of the stocks Jim Cramer recently discussed. V.F. Corporation (NYSE:VFC) is an American apparel company. The firm is currently in the midst of a turnaround effort, and it generated headlines yesterday after announcing that it would sell its Dickies business for a $600 million price tag. Cramer discussed V.F. Corporation (NYSE:VFC) in detail: V.F. Corporation (VFC) Is One Of ...

We recently published 10 Latest Stocks Jim Cramer Discussed In An Episode Examining Turnarounds. Tapestry, Inc. (NYSE:TPR) is one of the stocks Jim Cramer recently discussed. Tapestry, Inc. (NYSE:TPR) is a high-end American accessories, footwear, and jewelry company. Cramer’s previous comments about the firm have raised the point that the firm offers consumers high-value products. Value in this sense, according to the CNBC host, does not mean low price but quality at a reasonable price. Cramer has also ap ...

(Bloomberg) -- Luca de Meo shuffled the senior ranks at Kering SA’s Gucci label as the new chief executive officer seeks to revive the fortunes of the struggling fashion group. Francesca Bellettini will become the CEO of Gucci, Kering’s biggest brand, while Jean-Marc Duplaix will keep the role of group chief operating officer, the Paris-based company said Wednesday. Both executives are Kering veterans who each held the title of deputy CEO, a role that’s now been eliminated. De Meo, who joined on Sept. 15 ...

公司业绩与复苏信号 - 公司可能在今年下半年出现意外反弹 销售趋势改善 库存清理和批发订单增强[1] - 第二季度销售额预计将环比改善 从第一季度的中个位数下降中恢复[3] - 美国返校季需求稳健 支持公司业绩表现[3] 分析师观点与预测 - 美国银行证券分析师维持买入评级 目标价84美元[2] - 分析师下调2026年每股收益预测0.06美元至1.54美元 下调2027年预测0.02美元至2.77美元 主要反映关税增加影响[6] - 分析师预计毛利率将在下半年企稳 此前经历了数个季度的急剧下滑[7] 订单与库存状况 - 批发订单持续走强 中国以外地区第三季度秋季订单改善 第四季度假日订单转为正增长[5] - 库存水平预计在上半年结束前清理完毕[4] - 春季订单改善的进一步确认将增强市场对新管理团队策略的信心[5] 毛利率影响因素 - 关税造成2026年毛利率75个基点的压力 基于对中国30%和其他地区10%的敞口[6] - 其他地区敞口增至20% 预计带来额外50个基点的压力[6] - 有利因素包括全价销售增加 批发回购减少 低利润率折扣销售同比基数较低以及定价行动[7] - 不利因素包括产品组合 渠道组合和关税成本[7] 股价表现 - 公司股价上涨0.16%至72.87美元 交易于52周区间52.28美元至90.62美元之间[8]

V.F. Corporation (NYSE:VFC) FY Conference September 17, 2025 11:00 AM ET Company ParticipantsIke Boruchow - Managing DirectorPaul Vogel - CFOBracken Darrell - CEOIke BoruchowHey, good morning, everybody. Thanks for joining us for day two of the Wells Conference. It's my pleasure, Ike Boruchow, Softlines Analyst at Wells. It's my pleasure to have VFC with us on stage. We have CEO Bracken Darrell, Paul Vogel, CFO. Thank you guys for being here. I think, Bracken, I'll start off with what's most topical. There ...

Shares in Puma jumped 10% on Wednesday, with traders pointing to a media report that parties involved were preparing for a potential takeover of the German sportswear maker. ...

(Reuters) - Two investors are preparing a takeover bid for German sportswear maker Puma, Manager Magazin reported on Wednesday, pushing its share price up more than 11%. Authentic Brands CEO Jamie Salter and private equity firm CVC's German head Alex Dibelius have both expressed their interest in the 29% stake held by the Pinault family, paving the way for a potential bidding war, the German magazine reported. A person close to the French family's holding company Artemis said there was no active sales pr ...

The details of Ralph Lauren's plan were shared with investors and analysts during a meeting held in New York City. What is Ralph Lauren's growth plan? The growth strategy titled 'Next Great Chapter: Drive' revolves around three key drivers: 1. The global expansion and elevation of the Ralph Lauren lifestyle brand to enhance quality, attract new customers, and improve customer retention, thereby increasing customer lifetime value. 2. A focus on driving sales of core products while also seeking accelerat ...

The stock trades at an incredibly low forward price-to-earnings multiple of just 12.It's been a tough year for Lululemon Athletica (LULU 1.51%) stock. It has been in a free fall as tariff-related headwinds and other economic challenges have been weighing on its business. Not only has the company been experiencing a slowdown, but investors have also been worried upcoming quarters could be even worse.As a result of the bearishness and all the adversity it has been facing, Lululemon's stock has not only fallen ...