Sep 30, 2025 6:50 AM Eastern Daylight Time Genesco Creates Global Retail Organization to Sharpen Consumer Focus and Drive Growth Share —Journeys, schuh and Little Burgundy United Under Newly-Created Journeys Global Retail Group— —Andy Gray Promoted to Lead Journeys Global Retail Group and Chris Santaella Promoted to Global Chief Merchandising Officer— —New Organization to Maximize Opportunities, Strengthen Market Positioning and Elevate Merchant Impact— Andy Gray, Chief Executive Officer, Journeys Global Re ...

Close Is the labor market as bad as the Federal Reserve thinks? We'll know more on Friday, when September's employment report is expected to shed fresh light on the economy for workers as Fed officials worry about a rise in unemployment. The jobs report leads a slew of labor market data due this week, along with updates from several Fed officials on the state of the economy. Consumer confidence, home prices, factory orders, and construction spending will also be in focus. Earnings reports from shoe seller N ...

公司战略与营销活动 - 公司Crocs (NASDAQ:CROX)任命知名女演员Sydney Sweeney为其HEYDUDE系列中Austin Lift鞋款的新代言人 [2] - 公司正借助Sydney Sweeney的明星影响力来推广其产品 [2] - 一项以Sweeney穿着Austin Lift鞋为特色的新广告活动已对股价产生影响 [2]

As part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight.This week’s spotlight is: Crocs, Inc. (CROX)Crocs has transformed from a niche footwear brand into a global lifestyle company with iconic, highly recognizable products and a fast-growing portfolio that includes HEYDUDE. Despite strong brand equity, expanding margins, and consistent free cash flow generation, the stock trades at compell ...

Birkenstock gave an early glimpse at its fourth quarter earnings ahead of a meeting with analysts and investors at its Munich headquarters on Thursday. The German footwear maker reported that it expects fourth quarter revenues to total at least 520 million euros, growth of at least 14 percent on a reported basis and 18 percent in constant currency. More from WWD This would result in full year revenue of at least 2.09 billion euros, growth of 15.9 percent on a reported basis and 17.5 percent in constant c ...

Birkenstock Holding plc (NYSE: BIRK) shares traded higher on Thursday after the footwear maker reaffirmed its outlook and projected stronger-than-expected fiscal 2025 revenue. The upbeat guidance contrasts with the company’s third-quarter results, when it beat earnings expectations but missed revenue forecasts and still reaffirmed annual sales of $2.254 billion. Despite the revenue miss, analysts are maintaining an Outperform rating with a price forecast of $70, suggesting confidence in the company’s long ...

Continue Reading Wolverine Releases Limited-Edition University of Michigan Maker Wedge Boot Just in Time for Tailgate Season "We make boots for skilled tradesmen and women who perform at the top of their field – those who specialize in detail and accuracy, just like so many on the football field," said Scott Schoessel, Chief Marketing Officer for Wolverine Boots. "Partnering with Rod and Jordan – two players who epitomize skill and grit – to release this new boot is an honor for us." Accessibility Statemen ...

German sandal maker Birkenstock on Thursday raised its expectations for fiscal year 2025 revenue, driven by demand for its clogs and shoes from affluent shoppers despite price hikes. ...

LONON, UK / ACCESS Newswire / September 25, 2025 / Birkenstock Holding plc, (together with its subsidiaries, "BIRKENSTOCK", the "Company" or "we", NYSE: BIRK) today announces that it expects its fiscal 2025 revenues will total at least €2.09 billion, ahead of its prior guidance. Additionally, the Company announces the acquisition of a production facility near Dresden, Germany for a net price of €18 million. ...

**行业与公司** * 行业覆盖北美消费者零售 包括汽车零部件 服装及配饰 鞋类 家具及家居用品 家装 新车及零部件等细分领域[1][7] * 涉及公司包括汽车零部件零售商（AZO ORLY AAP）服装品牌（PVH LEVI NKE）家装零售商（HD LOW）家具品牌（RH WSM）以及汽车制造商（F GM TSLA）等[50][194] **关税政策影响与数据** * 月度关税征收额从2025年2月前的约60亿美元月均水平增至2025年7月的280亿美元 增幅达五倍 有效关税率从2%升至10%[3][12] * 豁免条款使约75%的进口商品免关税 2025年7月应税价值仅占进口商品总海关价值的25% 墨西哥和加拿大因USMCA条款大部分豁免[27] * 关税征收高度集中 墨西哥 中国和加拿大占2024年进口商品海关价值的36% 前十大贸易伙伴占比65%[22][26] **分类别关税影响分析** * 有效关税率变化：汽车零部件从4%升至18% 服装及配饰从14%升至25% 鞋类从12%升至26% 家具及家居用品从6%升至20% 家装从5%升至17% 新车及零部件从1%升至17%[4][14][55] * 未缓解关税影响占零售额比例：新车及零部件最高达6.7% 服装及配饰最低为2.6% 汽车零部件 家具及家居用品 家装均为约4%[5][14][56] * 新车及零部件最脆弱 通胀压力预计在2025年底达到中高个位数百分比（+MSD% to +HSD%）可能影响2026年美国SAAR[9][16] * 汽车零部件和家装最具韧性 所需通胀约4%且需求弹性低 提供定价权[9][20] **管理评论与行业动态** * 汽车零部件零售商计划通过供应商让步和产地优化将零售价格提高低至中个位数百分比（+LSD% to +MSD%）[61] * 服装品牌采取选择性提价而非全面上涨 强调保护入门价格点和关键流量品类[77][78] * 家具行业从初期的供应商吸收成本转向毛利率压力和提价需求 但高端市场相对绝缘[113][117] * 家装零售商不计划全面提价 通胀限于特定品类（管道 石制品 陶瓷 金属材料）并通过供应商合作和产地转换缓解影响[124][125] * 汽车制造商在价格传递上模糊 实际提价低于预期 丰田平均提价270美元（不足1%）斯巴鲁提价4-5%[136][137] **历史通胀比较与风险因素** * 与2020-2023年通胀超级周期相比（汽车零部件通胀达19% 家具18% 家装26% 新车21%）当前未缓解关税影响比例相对温和[20][64][117][126] * 服装和鞋类需求弹性高（ apparel -2.4 / footwear -2.0）若关税压力升级可能导致需求恶化[79][87] * 法律挑战和最高法院裁决可能改变关税政策的中期可行性 增加不确定性[31] **其他重要内容** * 钢铁及其制品有效关税率达40% 主要因232条款关税 占关税总收入8%但仅占进口价值2%[48] * 服装和汽车零部件也是高关税类别 有效关税率分别为27%和19%[48] * 研究方法基于美国商务部HTS数据 建立进口商品集群与零售覆盖范围的对应关系[44][49][52]