VF Corp

Under Armour’s share of the apparel market rose from 14% to 16%, year-over-year, in the first nine months of 2014.

Luxury streetwear has never been so lucrative. Here are the details on Supreme Clothing, including whether or not the company is public.

Markets expect the strong growth trend to continue, and value Under Armour stock higher than the overall market and comparable firms.

Ralph Lauren’s merchandise is available through ~13,000 wholesale distribution channels, 501 retail stores, 589 shops-within-shops, and ten websites.

VF Corporation saw sales of $2.5 billion in 2Q15, up 4.7% year-over-year. Its performance was boosted by top brands The North Face, Timberland, and Vans.

Revenue gains for Nike (NKE) in 1H15 were broad-based. Sales rose for almost all key product categories, with the notable exception of the golf category.

Nike (NKE) has a positive earnings surprise history. In simple terms, the company has beat Wall Street’s earnings estimates in the past several quarters.

PVH Corporation (PVH) has a market cap of $8.9 billion. It fell by 0.67% to close at $108.82 per share on August 24, 2016.

Nike holds the top position in athletic footwear and athletic apparel. It’s apparel and footwear sales were $8.6 billion and $18.3 billion, respectively, in fiscal 2015.

Building on the success and popularity of VanEck Vectors® Morningstar Wide Moat ETF (MOAT®) and its underlying index’s approach to investing in the U.S., VanEck launched MOTI in 2015 to expand investor access to Morningstar’s core equity research in the international arena.

The company derived 46% of its operating income from the Calvin Klein business in fiscal 2015 compared to 37% in fiscal 2014.

Nike (NKE) has a market cap of $92.9 billion. It rose 1.7% to close at $55.34 per share on September 27, 2016.

Nike (NKE) fell 1.7% to close at $50.46 per share during the fifth week of November 2016.

S&P Global Ratings lowered the credit rating of Under Armour (UAA) stock to junk status after the company reported weak 4Q16 results and a gloomy sales outlook. The rating on UAA’s bonds dropped from BBB- to BB+.

Nike (NKE) has a market cap of $91.3 billion. It fell 1.4% to close at $54.40 per share on September 26.

LULU’s gross profit margin slipped from 55.7% in fiscal 2013 to 52.8% in fiscal 2014. The company’s operating profit margin slipped from 27.5% to 24.6%.

Nike’s (NKE) DTC (direct-to-consumer) (XLY) (FXD) channel includes sales made online on Nike.com and through its own retail stores.

In 2015, Skechers became the second-largest footwear company in the United States, trailing global market leader Nike (NKE).

Skechers is quickly establishing its presence in international markets. It made $3.1 billion in sales in 2015, of which 40.4% stemmed from overseas markets.

Foot Locker’s distribution and supply chain includes five distribution centers around the world. It owns two of them and leases three.

“How Moats Translate into Sustainable Competitive Advantages” is a five-part moat investing education series that explores the primary sources of economic moats. The idea of an economic moat refers to how likely a company is to keep competitors at bay for an extended period. According to Morningstar Equity Research, there are five key attributes that […]

Nike’s manufacturing network has over 525 factories. Products move from several distribution centers across a network of thousands of retail accounts.

Giving it a competitive advantage, Nike’s pricing power is supported through premium innovation and a shift toward the direct-to-consumer business.

On October 12, VF Corporation’s (VFC) 12-month forward PE (price-to-earnings) ratio was 22.4x.

Though Ralph Lauren (RL) has been having a tough time attracting customers, it has been able to impress investors with its stock market gains.

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%.

PVH’s YTD gains have outperformed Hanesbrands’ (HBI) 11%, VF Corporation’s (VFC) 15.5%, Michael Kors’s (KORS) 4%, and Ralph Lauren’s (RL) -7.2% gains.

VF’s Outdoor & Action Sports segment, which focuses on Vans, North Face, and Timberland, recorded a 4.0% YoY rise in sales to $1.5 billion.

The VanEck Vectors Morningstar Wide Moat ETF (MOAT) tracks the price and yield performance of the Morningstar Wide Moat Focus Index.

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.”

PVH Corporation (PVH) reported a strong 1Q17 on May 24, 2017, beating analysts’ consensus estimate on both its top and bottom lines.

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.

PVH Corp stock is covered by 16 analysts—63% of the analysts recommended a “buy,” 31% recommended a “hold,” and 6% recommended a “sell.”

VFC’s Outdoor & Action Sports segment, which mainly focuses on Vans, The North Face, and Timberland, recorded a 2.1% YoY rise in sales to $1.7 billion.

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

VFC is covered by 23 Wall Street analysts who have a neutral view on the company. Plus, 26% of these analysts recommended a “buy,” 61% recommended a “hold,” and 13% recommended a “sell” on the stock.

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

After reporting flat top-line growth in fiscal 2016, VF Corporation’s (VFC) management is looking for a low single-digit percentage increase in the company’s fiscal 2017 top line.

For fiscal 2016, VFC’s adjusted earnings per share rose 2% to $3.11. On a constant currency basis, the increase was ~7%.

VF Corporation’s (VFC) Outdoor & Action Sports revenues grew 2% in fiscal 2016 to $7.5 billion.

Revenues from VFC’s Outdoor and Action Sports segment rose 2% YoY to $2.1 billion, slightly below the company’s expectations.

VF Corporation’s D2C revenues rose 11% YoY, gaining strength from a mid-teen surge in the Outdoor & Action Sports and a low double-digit rise in Jeanswear.

VFC’s Direct-to-Customer channel is likely to grow more slowly than the company had expected earlier.

In this part of the series, we’ll look at Wall Street’s recommendation on Hanesbrands (HBI) and discuss Wall Street’s take on the company.

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

Shares of Hanesbrands (HBI) tumbled 16% on Friday, February 3, as the company posted weaker-than-expected fourth quarter results and lackluster guidance.

RL delivered better-than-expected earnings and in-line revenues, but its EPS fell 18% YoY to $1.86.

PVH Corporation (PVH) has a market cap of $7.5 billion. It fell 1.6% and closed at $93.30 per share on January 26, 2017.

Ralph Lauren declared a regular quarterly dividend of $0.50 per share on its common stock. The dividend will be paid on January 13, 2017, to shareholders.

PVH Corporation (PVH) has a market cap of $8.7 billion. It rose 1.9% and closed at $107.99 per share on December 1, 2016.