Apparels

Lojas Renner reported strong FY25 results.
In Q4, apparel net revenue rose 5.1 per cent with 4.0 per cent same-store sales (SSS) growth and a 57.9 per cent gross margin.
For 2025, retail net revenue grew 9.2 per cent and apparel revenue 10.2 per cent, while digital GMV increased 12.3 per cent.
The company opened 34 stores and plans 50–60 new stores in 2026.

Craft entrepreneurs and designers from Northeast India are raising concerns about the appropriation of their traditional textiles by mainstream brands. Incidents of misrepresentation and lack of proper attribution highlight the need for meaningful engagement with artisan communities.

Kontoor Brands reported Q4 FY2025 revenue of $1.02 billion, up 46 per cent, largely driven by the Helly Hansen acquisition.
Excluding Helly Hansen and the 53rd week, revenue grew 2 per cent.
Wrangler revenue rose 12 per cent to $562 million, Lee grew 2 per cent to $198 million, and Helly Hansen added $254 million.
FY2025 revenue reached $3.15 billion (+21 per cent).

Cotton On Group, an Australian fashion retailer, has launched in India through a franchise partnership with Apparel Group. The brand plans to open 40 to 50 stores across the country within the next five to six years. Initial expansion will focus on Delhi NCR, followed by other major cities and select tier-2 locations.

Exporters renegotiated prices and absorbed losses to maintain long-standing buyer relationships, while US buyers also shouldered some of the burden. Despite relief from reduced tariffs, uncertainty lingers regarding future trade policies.

The reauthorisation of AGOA, signed by US President Donald Trump through December 2026, has shielded more than 66,000 Kenyan textile jobs and prevented steep tariffs.
However, with AGOA’s deadline approaching again in 2026, industry leaders are pushing for a durable bilateral trade pact to avoid recurring uncertainty and protect investment, jobs, and export stability.

Bangladesh’s RMG exports saw a modest decline in the first eight months of FY26, reflecting softer global apparel demand and cautious retail inventory management.
While knitwear exports fell more sharply than woven garments, home textiles showed modest growth.
The downturn in cotton product exports also signals weaker regional demand and continued pressure from lower global cotton prices.

After facing US tariff headwinds, China was said to be pivoting towards Europe, which reportedly created a challenging situation for Bangladesh as it struggled to cope with China’s competitive pricing strategy.
Even though Bangladesh apparel makers are also said to have cut unit prices, rising costs and supply constraints are reportedly squeezing their margins drastically.

The Bangladesh Brand Forum (BBF) and trade body BGMEA recently signed an MoU to reposition the apparel industry as a modern, sustainable and innovation-driven one in the global market by 2030.
BBF will provide strategic branding consultancy, knowledge support and enhance BGMEA’s visibility across platforms.
BGMEA will offer industry data, expert inputs and active participation from its member factories.

Gap Inc. reported Q4 FY25 net sales of $4.2 billion, up 2 per cent YoY, with comparable sales rising 3 per cent and online sales up by 5 per cent (42 per cent of revenue).
Gross margin fell to 38.1 per cent due mainly to tariff impacts.
For fiscal 2025, sales reached $15.4 billion, online sales were 39 per cent of total, and gross margin was 40.8 per cent.