Apparels

Jewellery stocks surged significantly on Thursday, defying broader market weakness. Companies reported robust business updates for the April-June quarter, showcasing resilience. Senco Gold and Kalyan Jewellers posted strong revenue and same-store sales growth. Despite macroeconomic challenges, demand for organised players remained healthy. Investors are advised to focus on fundamentally strong, organised jewellery companies.

US textile and apparel imports fell 8.92 per cent to $39.13 billion in January-May 2026, according to the Office of Textiles and Apparel (OTEXA).
Vietnam remained the top supplier, while China’s shipments declined sharply.
Apparel and non-apparel imports both weakened, reflecting shifting sourcing towards Southeast Asia amid tariff concerns and changing supply chain strategies.

Carter’s has released its annual Raise the Future Impact Report for 2025, informing about progress in its sustainability commitments.
The report says over 86 per cent of 2025 cotton was BCI Cotton or organic, with over 60 per cent of sales tied to responsible cotton.
It cut virgin plastic packaging 90 per cent from 2022, reached 90 per cent recycled content, and expanded takeback and recycling pilots.

Authentic Brands Group has announced a long-term partnership with Experience Group for Lee across Europe, tied to its planned acquisition of the denim brand.
Experience Group will operate Lee in Europe across menswear and womenswear sportswear, activewear and workwear.
The agreement targets wholesale, retail and e-commerce growth after the acquisition closes in the second half of 2026.

Levi Strauss & Co has reported Q2 FY26 net revenue of $1.56 billion, up 8 per cent YoY, while net income rose 19 per cent to $95 million.
DTC revenue increased 11 per cent and e-commerce sales grew 19 per cent.
Backed by strong first-half performance, the company raised its FY26 revenue growth forecast to 7-7.5 per cent and adjusted EPS guidance to $1.46-$1.52.

Australia’s textile and apparel trade showed mixed trends in July–May FY2025-26.
Apparel imports fell 4.74 per cent to Au$11.62 billion, while textile yarn, fabric and fibre imports increased.
Textile fibre exports rose 6.74 per cent, although May imports of apparel, textiles and fibres declined year on year, according to the Australian Bureau of Statistics (ABS).

Virat Kohli relaunched his lifestyle brand One8 with Agilitas Sports. This venture aims to overcome past challenges faced by celebrity-backed brands. Agilitas brings operational expertise and manufacturing capabilities to the brand. The company is focusing on rapid product development and efficient distribution. Success will depend on consumer repeat purchases within the first year.

From July 19, brands selling into the EU can no longer destroy unsold apparel, while mandatory Digital Product Passports raise compliance across supply chains.
With the EU accounting for 50.1 per cent of Bangladesh’s RMG exports ($19.7 billion), competitive advantage shifts from low-cost sourcing to demand forecasting, inventory precision and traceable data.

Kalyan Jewellers reported strong first-quarter revenue growth, supported by resilient domestic demand, healthy international performance and rapid expansion of recycled gold usage. The company also added new stores and said it entered the current quarter with positive momentum ahead of festive demand.

ILO and GFJTU held a three-day Amman workshop to strengthen migrant workers’ representation in Jordan’s trade unions.
Garment manufacturing was among sectors in focus, alongside construction, agriculture, services and domestic work.
Talks also covered fair recruitment, organising, grievance handling and access to justice for migrant workers.