Apparels

Levi Strauss & Co reported strong Q2 2025 results with net revenues up 6 per cent to $1.4 billion and 9 per cent organically.
DTC sales rose 11 per cent, now 50 per cent of total revenue.
Gross margin hit 62.6 per cent, and adjusted EPS jumped 37 per cent YoY to $0.22.
Despite higher tariffs, Levi’s raised its full-year outlook, expecting 1–2 per cent revenue growth and EPS of $1.25–$1.30.

The Apparel Export Promotion Council (AEPC) is optimistic about India’s potential to replace China as Japan’s leading ready-made garment supplier. An Indian delegation is heading to Tokyo for the India Tex Trend Fair, aiming to boost exports and attract investments from Japanese brands. With garment exports to Japan at USD 234.

Titan Company announced leadership changes to bolster succession planning in its Jewellery and Watches divisions. Arun Narayan will become CEO of the Jewellery Division in 2026, succeeding Ajoy Chawla. Kuruvilla Markose will take over as CEO of the Watches Division in 2025, replacing Suparna Mitra. Both Narayan and Markose have extensive experience within the Tata Group and Titan.

Israel’s apparel imports rose 14.55 per cent year-on-year to $960.64 million during January–April 2025, defying the impact of ongoing conflict with Hamas.
China remained the top supplier with nearly half the share, followed by Bangladesh, Turkiye, India, and Vietnam.
Trousers and shorts led import categories.
Annual imports in 2024 stood at $2.59 billion.

ASICS will rename its SANIN ASICS factory to Onitsuka Innovative Factory Corporation from January 1, 2026, making it a dedicated production base for Onitsuka Tiger.
The revamped facility will focus on innovation, premium product lines, Japanese craftsmanship, and talent development, while also supporting regional revitalisation and celebrating ASICS’ heritage.

Vietnam’s index of industrial production went up by an estimated 10.3 per cent YoY in Q2 2025.
The processing and manufacturing sector saw a 12.3-per cent YoY rise in the quarter.
Garment production rose by 15.1 per cent YoY, manufacturing of leather and related products rose by 17.1 per cent YoY, and extraction of crude oil and natural gas decreased by 8.2 per cent YoY in 2025 first half.

Fast Retailing, the owner of Uniqlo, anticipates a major impact from increased US tariffs. The company plans to increase prices in America. This is to offset the tariff costs. Donald Trump’s tariff policies have already affected consumer spending. Uniqlo’s business model faces challenges due to these tariffs. The company is also experiencing lower sales in China.

PC Jeweller shares: The company currently has a market capitalization of Rs 12,251 crore. Its stock is nearing its 52-week high of Rs 19.65, significantly rebounding from the 52-week low of Rs 6.04, reflecting a strong recovery in its share price over the past year.

Lenskart may issue shares to CEO Peyush Bansal, potentially increasing his stake by 1.5-2%. This mirrors a trend among tech firms rewarding founders before IPOs. Bansal’s stake will increase at fair market value. Companies often compensate founders with stock options to retain them. Swiggy and Zomato have also granted stock options to their founders.

Half of Cambodia’s garment-footwear-travel goods units are facing the impact of US tariffs, a survey found.
Over 55 per cent of these have orders confirmed till six months and 30 per cent have orders beyond that.
Nearly half face operational uncertainty beyond the next three months.
Over 20 per cent report their factory has seen production orders discontinued by at least one buyer in Q1 2025.