Gap, Inc.

Key threats to the company include higher labor costs and greater regulation. After the Bangladesh factory tragedy, stricter regulations can be expected.

On January 25, 2017, Morgan Stanley initiated the coverage of Carter’s with “overweight” rating. It set the stock’s price target at $103.0 per share.

Kate Spade (KATE) reported fiscal 3Q16 net sales of $316.5 million—a rise of 14.1% compared to net sales of $277.3 million in fiscal 3Q15.

Domino’s Pizza (NYSE:DPZ) stock fell in the pre-market session on March 31. The restaurant chain pulled its guidance due to the coronavirus outbreak.

Lately, Apple stock has been hit hard. The coronavirus outbreak disrupted the global supply chain and dented the demand and supply of the company’s iPhones.

Gap (GPS) recently announced that it will start selling merchandise on Amazon.

The growth rate in activewear or athleisurewear has outpaced the overall clothing market, with a double-digit CAGR over the past five years.

Wall Street expects Gap’s Q3 earnings to disappoint after the bell on November 21. Analysts expect Gap to post revenues of $3.96 billion, down 3.3% YoY.

Analyst Christopher Eberle reiterated a “buy” rating and a price target of $161 on Microsoft stock. He predicts that Azure could grow 61.6% in Q1.

Urban Outfitters is also trying to boost its top line through overseas expansion.

Gap (GPS) reported total revenues of $3.8 billion in 2Q17 and beat the consensus by $30 million. On a YoY basis, the company’s top line fell 1.4%.

VFC is covered by 21 Wall Street analysts. It has received a 2.7 rating on a scale where one is a “strong buy” and five is a “strong sell.”

Gap (GPS) reported total revenues of $3.4 billion in fiscal 1Q17, beating the consensus by $50.0 million. YoY, its top line remained almost flat.

VFC stock is currently trading at $56.44, which is ~17.0% below its 52-week high price.

Gap (GPS) reported total revenues of ~$4.4 billion in 4Q16, beating the consensus by $40 million.

VFC’s gross margin is likely to remain flat at 48.6% and would include 70 basis points of negative impact from currency adjustments.

With trailing-12-month sales of over $6 billion, Hanesbrands (HBI) is one the largest marketers of basic apparel in the United States.

On January 25, 2017, Telsey downgraded Kate Spade’s rating to “market perform” from “outperform.” It reported fiscal 3Q16 net sales of $316.5 million.

Kate Spade (KATE) rose more than 23.0% on December 28, 2016, after the report that the company is planning to sell its businesses with the help of investment banker.

Carter’s (CRI) fell 3.3% to close at $87.48 per share during the third week of December 2016.

On November 23, 2016, Wolfe Research downgraded Kate Spade & Company’s rating to “peer perform” from “outperform.”

Price movement Carter’s (CRI) has a market cap of $4.4 billion. It rose 0.48% to close at $88.09 per share on November 11, 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were 2.3%, 0.92%, and -0.06%, respectively, on the same day. CRI is trading 2.0% above its 20-day moving average, 2.1% below […]

Some issues considered under the social criterion when evaluating a company’s products and practices are human rights, human capital management, and work conditions.

As in the last several quarters, VF’s (VFC) international business remained firm during the third quarter.

PVH Corp. (PVH) registered a 2.1% year-over-year increase in its top line in fiscal 4Q15, which ended January 31, 2016, to $2.1 billion.

One of the most important growth drivers for Apple in China is the growing percentage of people in China’s upper middle class.

Lululemon’s same-store sales performance was healthy in 2Q16. There’s been a reversal in the negative trend that dogged the retailer for much of last year, particularly in its brick-and-mortar channel.

Retail traffic dipped in July 2015 after increasing in June 2015. The July numbers came in 17% below what was recorded by ShopperTrak in June.

Consumer confidence is one of the major factors that affect consumer spending. As a result, the retail sector has had a direct relationship with this metric.

Brick and mortar retail companies have high inventory levels and are very capital-intensive companies that require a significant amount of working capital and capital expenditure.

Despite having negative comps in 1H15, Lululemon’s revenue growth for its physical stores was positive at 9.7% year-over-year in fiscal 2015.

Lululemon is testing RFID (radio frequency identification) technology and plans to implement the technology, which is currently used in ~13 stores.

Kering, a Paris-based luxury goods maker, sued Alibaba (BABA) for encouraging counterfeiting on its online platforms.

Major product lines include fitness pants, shorts, tops and jackets. It also has a range of fitness-related accessories like bags, socks, and yoga mats.

In this series, we’ll provide an overview of Lululemon Athletica, its financials (including its latest quarterly results), and its strategies.

Under Armour: Sourcing, manufacturing, and distribution decisions Under Armour, Inc. (UA) manufactures virtually nothing in-house. Production is outsourced to third-party manufacturers overseas. This is common practice in the apparel industry among companies including the The Gap, Inc. (GPS) and Fossil, Inc. (FOSL). These companies are held by the Consumer Discretionary Select Sector SPDR ETF (XLY), as are United Armour, or […]