Showing 1–12 of 321 resultsSorted by latest
Retail
CrispIdea’s Retail Equity Reports deliver detailed insights into key subsectors such as E-Commerce, Food & Beverages, Apparel & Footwear, Retail Stores, Packaged Food, Consumer Goods, Grocery Chains, and Specialty Retail. Our thorough analysis covers stock ratings and recommendations, target price, investment thesis, peer comparisons, financial performance evaluations with valuation and ratio analysis, and management commentary. Stay informed with CrispIdea, your trusted partner for navigating the evolving retail landscape and driving informed investments.
NKE’s Greater China business remains a major weakness and continues to drag on overall performance. In Q2FY6, revenue fell 16%, with NIKE Direct declining 18%, digital down 36%, stores down 5%, and wholesale down 15%, while EBIT plunged 49% Y/Y.
LULU has launched lululemon Gives, a new global impact program that builds on its Centre for Social Impact and focuses on movement and mindfulness to improve mental health and overall wellbeing.
DG has appointed Emily Taylor as its new Chief Operating Officer (COO) effective November 16, 2025.
DKS is making strong progress across its three strategic pillars for 2025. First, the
company is transforming its store portfolio with rapid expansion of its new formats, opening a record 13 House of
Sport locations in Q3, bringing the total to 35, and completing 15 planned Field House openings, reaching 42
locations nationwide, delivering strong financial results and deeper engagement with athletes, brand partners, and
landlords.
KR is expanding its digital reach and convenience through deeper partnerships with Uber Eats and
Instacart while reshaping its eCommerce operations to improve long term profitability.
HD is making steady progress on several initiatives that are improving both associate efficiency and the customer experience.
SHOP’s approach spans the entire shopping journey, covering discovery, purchase and post purchase experiences like order tracking, returns and
reorders, helping merchants build stronger and more durable customer relationships wherever commerce takes place.
The financial performance has been strong, with revenue rising from RMB 14.1bn in 2022 to RMB 20.4bn in 2024, reaching RMB 14.1bn in
the first eight months of 2025, while adjusted net profit increased to
RMB 910mn in 2024 and RMB 500mn in the first half of 2025.
Alibaba’s recent performance shows how AI is driving growth across its Cloud and consumption businesses.
GAP’s brand reinvigoration strategy is delivering clear results, with a consistent playbook driving seven consecutive quarters of positive comps and improving relevance across the portfolio.
The quarter benefitted from strong momentum in key handbag families such as Tabby, New York and Teri. The viral success of the Large Kitt bag and the continued popularity of charms and straps supported double digit gains in the category.
ONON says this breakthrough is the result of years of material research, engineering, and biomechanical testing in Zurich. With advanced digital modeling, the innovation team can now use this new technology not just in one shoe, but in many future products.