Apparels

Misto Holdings has reported revenue of KRW 4.47 trillion (~$2.97 billion) in 2025, up 4.7 per cent YoY, with operating profit rising 31.6 per cent.
While the Misto segment declined, profitability improved.
Growth was driven by Greater China and steady Acushnet performance.
In Q4, revenue rose 6.3 per cent, led by Acushnet, while the company returned KRW 285.4 billion to shareholders.

Indians hold vast gold reserves. Unlocking this wealth could ease economic pressure. India relies heavily on gold imports. Tapping domestic holdings would help narrow the trade deficit. Sandeep Kohli of Indriya Aditya Birla Jewellery believes the right environment can bring idle gold out. Old gold exchange is increasing. Indriya sees significant gold exchange contributing to sales.

Thailand’s apparel exports rose 5.6 per cent YoY to $2.36 billion in 2025, led by strong demand from North America, which increased its share to 43.79 per cent.
Asia-Pacific and Europe remained key markets, though shares slightly shifted.
T-shirts and innerwear dominated exports, while overall growth reflects recovery and improving competitiveness despite ongoing trade uncertainties.

Lululemon has reported revenue of $11.1 billion in FY25, up 5 per cent YoY, driven by 22 per cent international growth despite weak Americas sales.
Margins and profits declined, with EPS falling to $13.26.
The company expanded stores and repurchased shares.
Q4 showed modest growth but weaker profitability.
Lululemon expects FY26 revenue growth of 2-4 per cent amid ongoing macroeconomic challenges.

Lululemon has projected its 2026 revenue and profit to be lower than what analysts expected. The company also welcomed a former Levi Strauss chief to its board. Lululemon is facing a proxy fight from its founder. The athletic wear maker aims to offset import tariff impacts by focusing on full-price sales.

China’s textile and apparel exports rose 17.64 per cent to $50.45 billion in January–February 2026, signalling a strong rebound after 2025’s decline.
Growth was driven by improved global demand, early orders, and competitive pricing.
Both textiles and garments saw gains, while imports also increased, indicating higher raw material demand and a broader recovery across the value chain.

Malabar Gold & Diamonds is set for a major expansion. The company will invest Rs 1,580 crore to open 20 new showrooms by March 2026. This will increase its global presence to 445 stores. The expansion will create over 725 jobs. New stores will open across India, including in Gurugram and Bengaluru. This move strengthens its offline retail strategy.

Digital gold purchases in India saw a significant surge in 2025. Younger investors are increasingly opting for small online gold purchases over traditional jewellery. This trend is driven by convenience and accessibility. Regulatory measures are anticipated to further boost this segment. The World Gold Council reported a 69% increase in digital gold transactions.

New import restrictions are now in effect for silver jewellery featuring inexpensive diamonds, with the government limiting these imports until June 30, 2026. This policy revision, moving from free to restricted, aims to curb silver imports from ASEAN nations. The Directorate General of Foreign Trade announced the immediate implementation of these curbs.

War-driven disruptions in the Strait of Hormuz is triggering the most severe supply chain shock for the $82 billion US apparel import market since the pandemic.
Rising oil, freight surcharges and polyester costs are embedding an estimated $1.62 ‘war tax’ into garments.
While Bangladesh faces acute disruption and stranded cargo, Vietnam and nearshore suppliers are gaining sourcing advantage.