Apparel Channel

Direct-ish mix, with the definitions attached

Tapestry is ~87% DTC. Ralph Lauren retail is 68%. Crocs DTC is 52%. Birkenstock DTC is 38%. Gap's 39% is online vs stores. AEO's 39% is digital. These are not the same statistic.
Wholesale / store / B2BDirect / digital / DTC

Owned store counts

Gap 2,474 company-operated plus about 1,000 franchise. American Eagle 1,168. Abercrombie 829 owned. Crocs 514 including outlets and kiosks.
CompanyOwned storesAs ofNote
Gap2,474 company-operated; ~1,000 franchiseJanuary 31, 2026Old Navy, Gap, Banana Republic, Athleta. Athleta net sales were down 9% for the year.
American Eagle1,168January 31, 2026AE 805, Aerie 332, Todd Snyder 23, Unsubscribed 8.
Abercrombie829 ownedJanuary 31, 2026Abercrombie 306, Hollister 523.
Crocs514December 31, 2025Crocs Brand 439, HEYDUDE 75. Includes outlets, kiosks, and store-in-store.
Sterling

Ask Sterling

Register for a premium account to gain access to Sterling AI.

Get Started

Things you can ask Sterling:

Summarize Tesla's latest earnings reportWhy did NVIDIA's margins expand?Compare Apple vs Microsoft's cash flowWhat's driving the EV sector growth?
Menu

Favorites

Apparel Channel: Market Data | Sterling