Apparel Flashcards
Apparel/Accessories
VF Corp PVH Hanesbrands Ralph Lauren Urban Outfitters American Eagle Chico's Guess? G-III Abercrombie & Fitch Oxford Industries Genesco Express Ascena Retail Perry Ellis
Footwear/Accessories
Skechers Wolverine World Wide Deckers Steve Madden DSW Caleres Jimmy Choo Finish Line
Sportswear
Nike
Columbia
Vista Outdoor
Children’s Retail
The Children’s Place
Oxford Industries
Tommy Bahama, Lily Pulitzer, Southern Tide, Duck Head
Urban Outfitters
Urban Outfitters, Anthropologie
Abercrombie and Fitch
A+F, Hollister
Ralph Lauren
Core brands: Ralph Lauren, Polo, Lauren
Others: Club Monaco, Polo Sport, RLX, RRL, Chaps, Home, American Living, Rugby
~53/45 retail/wholesale, with ~2% licensing. Wholesale growing faster
New CEO Stefan Larsson. 2016 Way Forward focused on reducing SKUs and lead times, focus on core brands
VF Corp
Vans, North Face (45% together), Timberland, Wrangler, Lee (35% together)
Segments: Outdoor & actions sports, Jeanswear, Imagewear, Sportswear, Other
Outdoor & action (63%): Vans, North Face, Timberland, Kipling (outside North America), Napapijrim, JanSport, Reef, SmartWool, Eastpak, lucy, Eagle Creek
Jeanswear (23%): Wrangler, Lee
Imagewear (9%): Red Kap, Bulwark and Licensed Sport Group (LSG) including Majestic
Sportswear (5%): Nautica and Kipling (in North America)
Other (2%): sales of non-VF stuff in VF outlets
Genesco
Journeys (44%): multibrand shoes for 13-22 year olds
Lids Sports (29%) - hat stores
Schuh (13%) - athletic shoes multibrand
Johnston & Murphy (10%) - dress shoe stores
Licensed Brands (4%) - dockers shoes for which they hold the license
Deckers
UGG Teva Sanuk Other Brands (Hoka, Koolaburra, Ahnu) DTC
All wholesale and DTC
G-III
Segments: Retail and Wholesale
Owned brands: DKNY, Donna Karan, Vilebrequin, GH Bass, Weejuns, Andrew Marc, Marc New York, Eliza J and Jessica Howard
Licensed brands: Calivn Klein, Tommy Hilfiger, Karl Lagerfeld, Levi’s, Docker’s, Kenneth Cole, Cole Haan, Guess?; also team sports biz deals with NFL, NBA, MLB, NHL, and universities
Sell through Macy’s, TJX, Hudson Bay, Lord & Taylor and Saks Fifth Ave, Ross, Dillard’s, Burlington Coat Factory, Bon-Ton, Nordstrom and JC Penney
Acquired DK from LVMH in December 2016, Macy’s exclusive dept store in April 2017
Fossil
Watches, bags, belts, small leather goods, jewelry
Geo segments: Americas, Europe, Asia
CEO pledged his shares then the price tanked and he had to sell. Not good
Hanesbrands
Segments: Innerwear (43%), Activewear (26%), International (25%), DTC (5%)
Hanes, Champion, Maidenform, Balt, JMS, Playtex
DK and Polo Ralph Lauren under license
Internationally, Wonderbra
American Eagle
American Eagle, Aerie retail outlets
Tailgate, Todd Snyder New York brands
100% Apparel & Accessories