Apparel Specialty

Gap is Old Navy, with an Athleta problem

Old Navy was $8.66B of FY2025's $15.37B. Athleta was $1.22B and down 9%. Gap brand $3.50B, Banana Republic $1.92B.
Old NavyGapBanana RepublicAthletaOther

Hollister is carrying Abercrombie

Hollister grew 15% to $2.74B. The Abercrombie family of brands was $2.52B, down 1%. Group $5.27B, up 6%.
HollisterAbercrombie family

Aerie vs American Eagle

FY2025 10-K segments: AE $3.41B, Aerie $1.94B. Digital was 39% of revenue. Aerie comps were +9% for the year.
American EagleAerieOther (net)

Urban Outfitters plus Nuuly

Anthropologie is still the largest banner at $2.59B. Nuuly / subscription hit $568M, up 50.2%. Group $6.17B, up 11.1%.
AnthropologieFree PeopleUrban OutfittersNuuly / subscriptionOther

Gap by region

FY2025: United States $13.56B, Canada $1.18B, other regions $634M. Other regions is not a Europe or China line. Gap brand is $498M of that other-regions pile.
United StatesCanadaOther regions

Abercrombie by region

FY2025: Americas $4.29B, EMEA $818M, APAC $158M. APAC operating income was a $28M loss.
AmericasEMEAAPAC

American Eagle, United States versus foreign

FY2025: United States $4.63B, foreign $920M. Foreign is international stores, e-commerce billed or shipped abroad, and franchise royalty. It is not a Europe or China line.
United StatesForeign

Urban Outfitters by channel

FY2026: retail operations $5.28B, wholesale $314M, Nuuly / subscription $568M. Those three lines sum to group sales of $6.17B.
Retail operationsWholesaleNuuly / subscription

Urban Outfitters, domestic versus foreign

FY2026 domestic $5.38B, foreign $785M. Foreign is not broken into Europe or China in the 10-K.
DomesticForeign
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Apparel Specialty: Market Data | Sterling