Apparel, Fashion & Lifestyle
Apparel Brands
What sits inside the portfolios
Toggle the house. Coach dwarfs Kate Spade. Old Navy dwarfs Athleta. Anthropologie is still larger than Nuuly. HEYDUDE is the small, shrinking brand inside Crocs.
Tapestry FY2026PVH FY2025Gap FY2025Urban Outfitters FY2026Capri FY2026 continuing opsCrocs CY2025
CoachKate SpadeStuart Weitzman residual
Reported gross margin
Tapestry 77.8% and Ralph Lauren 69.9% are luxury economics. Gap 40.8% and Urban Outfitters ~36% are specialty retail. Crocs 58.3% already shows a tariff bridge.
