Under Armour's expansion into new markets and verticals is compelling, but competition is fierce.
Ralph Lauren is benefiting from increased retail distribution despite ongoing weakness in the wholesale channel.
Owning and operating manufacturing plants is a headache. Gildan experienced a disruption in one of its activewear facilities, which resulted in reduced shipments and additional expenses in 2008.Gildan operates in a commodity market where pricing is everything. A new, aggressive competitor could
VF's diversified brand portfolio is well-positioned to withstand a slowdown in consumer spending.
A promotional retail environment is likely to weigh on Phillips-Van Heusen's near-term results.
Retailers have been cautious in their purchasing habits in this difficult macroeconomic environment, which may pressure Warnaco's sales.Calvin Klein branded merchandise accounted for more than 70% of total sales in 2008. Parent company Phillips-Van Heusen could revoke the license if the name fails
A shaky balance sheet and a rough consumer environment hamper Liz Claiborne's turnaround efforts.
Columbia's strong balance sheet reduces our short-term concerns with weak consumer spending.
We expect Carter's to perform relatively well given its value-priced positioning in kids' apparel.
While Hanesbrands' HBI top line continued to be hampered by weaker demand during the quarter, we are encouraged that the firm has secured commitments for new product shipments for 2010. As a result, management's revenue forecast for the next year is trending ahead of our 2010 top-line projections.