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That said, we still believe Asos can improve profitability as it works through its excess inventory, which should result in reduced discounting and better margin. We forecast low- to mid-single-digit ...
While H&M can still gain share from weaker incumbents, we expect it to be harder than it used to be as fitter, more focused competition continues to emerge (low-cost companies such as Primark, Shein ...
The 30% tariff stacked on top of existing Section 301 and MFN tariffs “will still make for an expensive back-to-school and ...
The previous de minimis shipment exemption has been critical to direct-to-consumer brands like Shein and Temu, allowing them ...