在全球服装时尚行业面临消费需求分化、竞争格局重构的背景下，品牌在华战略的"定力"愈 发关键。 优衣库母公司迅销集团最新发布的2025财年第三季度业绩报告显示，2024年9月1 日至2025年5月31日的九个月内，集团收益达26,167亿日元，同比增长10.6%；经营溢利总额 为4,509亿日元，同比增长12.2%；母公司拥有人应占溢利达3,390亿日元，同比增长 8.4%。 其中，收益与经营溢利均创历史同期新高。 中国市场作为其全球战略核心，正持续深化"区 域精耕"布局，依托"个店经营"策略，通过差异化商品组合与在地化消费体验形成联动。 这 个在华经营30年的服饰品牌，正在构建起其在中国市场的独特竞争力。 作为新一线城市的代表性布局，今年5月16日启幕的成都首家城市旗舰店・万象城店颇具参考意义。这 家扩容至近 2000平米的西南旗舰，不仅重磅推出城市巡游志特别款、迷你饺子包及 UTme!"服趣联 城"成都定制系列三大限定产品，更以"熊猫刺绣饺子包"引发打卡热潮。开业前，百位年轻人共创的"成 都百态"艺术围挡与"衣"起减塑湿地净滩行动，让门店从销售终端升级为城市文化参与者。如今，该店 已跻身全国销售额前五，印证 ...

股价表现与市场地位 - Tapestry股价创52周新高达到10231美元 收盘价为10216美元 年内涨幅达564% 远超零售-服装鞋类行业123%的跌幅 [1] - 公司业务模式结合标志性品牌与敏捷供应链 全渠道布局使其表现优于零售批发行业(4%)和标普500指数(6%) [1] - 股价稳定高于50日(8469美元)和200日移动均线(6985美元) 显示长期看涨趋势 [2][4] 品牌战略与增长动力 - Coach品牌第三季度收入同比增长15%(固定汇率) 新增北美客户超90万 其中70%来自Z世代和千禧一代 [6][9] - Coach创下79%的毛利率纪录 得益于高端皮革制品创新及"One Coach"全渠道策略 Tabby系列与Soho运动鞋推动平均单价增长 [8][10] - 欧洲市场收入增长35%(固定汇率) 亚太区增长4% 大中华区增长5% 体现本地化营销与全球产品策略的有效结合 [11] 财务与运营指标 - 2025财年指引上调 预计销售额695亿美元(同比+4%) EPS达5美元 经营利润率扩大100个基点 [13][15] - 自由现金流预计13亿美元 资本支出16亿美元 50%用于门店升级 其余投入数字化与IT建设 [15] - 供应链规避中国关税风险 已通过股息和回购向股东返还超20亿美元 净杠杆率16倍EBITDA 低于25倍目标 [12] 区域与渠道表现 - 北美预计增长3-4% 欧洲增长约30% 大中华区低个位数增长 亚洲其他地区高个位数增长 [14] - 全渠道销售增长9% 其中电商增速达中双位数 实体店中个位数增长 [11] 行业对比 - 同行业其他推荐标的包括Canada Goose(预期盈利+10%) Stitch Fix(盈利+717%) Boot Barn(盈利+76%) [17][18][19][20]

In the latest trading session, Superior Group (SGC) closed at $10.63, marking a -1.02% move from the previous day. This change lagged the S&P 500's daily gain of 0.54%. Elsewhere, the Dow gained 0.52%, while the tech-heavy Nasdaq added 0.74%. Shares of the uniform maker have appreciated by 7.51% over the course of the past month, outperforming the Consumer Discretionary sector's gain of 4.15%, and the S&P 500's gain of 4.2%.Analysts and investors alike will be keeping a close eye on the performance of Super ...

NEW YORK, July 17, 2025 (GLOBE NEWSWIRE) -- Majestic Ideal Holdings Limited (Nasdaq: MJID) (the “Company”), a provider of SCM services in the apparel industry delivering one-stop solution, today announced the pricing of its initial public offering (the “Offering”) of 2,500,000 ordinary shares (the “Ordinary Shares”) on July 17, 2025, at a price of $6.00 per Ordinary Share. The Ordinary Shares are expected to begin trading on the Nasdaq Capital Market on July 18, 2025 under the symbol “MJID.” The Offering is ...

Key Takeaways SIG reported Q1 revenues of $1.54B, with 2.5% same-store sales growth from brand-focused execution. Kay, Zales and Jared drove 4% comps via targeted assortments, unique campaigns and less discounting. Lab-grown diamonds hit 20% of sales while e-commerce delivered double-digit growth for key brands.Signet Jewelers Limited (SIG) began fiscal 2026 with strong momentum, with first-quarter revenues of $1.54 billion and year-over-year same-store sales growth of 2.5%, led by its “Grow Brand Love” s ...

Key Takeaways LULU saw just 1% comps growth and 2% U.S. revenue growth in 1Q25 amid domestic market saturation. New product lines like Daydrift and BeCalm aim to broaden appeal across yoga, run, train, golf and tennis. International sales rose 22% in China and 17% in the rest of the world, showing growth outside North America.As the U.S. athleisure market shows signs of maturity, lululemon athletica inc. (LULU) is betting big on category expansion to reinvigorate growth. Despite reporting just 1% comparab ...

Key Takeaways SNA topped Q2 EPS and revenue estimates despite earnings dipping 3.9% y/y. Tools Group sales rose 1.9%, driven by stronger U.S. demand and slight currency gains. The gross margin held at 50.5%, supported by quick-payback products and strategic execution.Snap-on Inc. (SNA) has reported second-quarter 2025 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Meanwhile, earnings declined from the year-ago period and revenues were in line with the prior-year quarter. ...

Key Takeaways LEVI's Q2 DTC revenues rose 11% to $716.1M, now accounting for half of total company revenues. Global comps rose for the 13th straight quarter, aided by strong store traffic and e-commerce gains. E-commerce revenues increased 13%, with organic DTC growth across the US, Europe, and Asia.Levi Strauss & Co. (LEVI) continues to build momentum across its Direct-to-Consumer (DTC) strategy, anchoring future growth on higher margins, stronger customer engagement and improved financial resilience. As ...

Key Takeaways CROX is repositioning HEYDUDE through revamped products, marketing and operations to regain momentum. The Wally Stretch Sox relaunch and DTC revenue growth signal early traction with consumers in Q1 2025. Influencer campaigns and viral TikTok drops are boosting HEYDUDE's appeal amid younger, style-driven shoppers.Crocs Inc.’s (CROX) sub-brand HEYDUDE, known for its comfort-focused casual footwear, is undergoing a strategic reset to reclaim momentum in the competitive North American market. O ...

公司基本信息 - 公司为股份有限公司，股本493,683,112欧元 [2] - 公司总部位于巴黎塞弗尔街40号 [2] - 公司在巴黎商业法庭登记号为552 075 020 [2] 股份与投票权情况 - 2025年7月15日，公司总股数为123,420,778股 [3] - 2025年7月15日，理论投票权总数为176,689,404 [3] - 2025年7月15日，可行使投票权总数为175,869,319 [3] - 计算基于含无投票权库存股在内的所有有投票权股份 [3] - 不包括无投票权的库存股 [4]