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cover of episode Boots, Beats & Billion-Dollar Brands

Boots, Beats & Billion-Dollar Brands

2025/5/10
logo of podcast Wall Street Breakfast

Wall Street Breakfast

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Michelle Gass: 我认为Levi's已经牢牢占据了文化中心的位置,这体现在我们与当代最具影响力的艺术家碧昂丝的合作上。自从2024年9月推出'Reimagine'活动以来,它已经产生了超过43亿次的印象,以及超过6500万美元的估算媒体价值,这持续帮助我们在市场上提升男女客户的品牌资产。尽管过去一年Levi's股价下跌了27%,但从长远来看,过去五年它的股价上涨了36%。 Julie Morgan: 西方服装市场在2022年规模为800亿美元,预计到2031年将增长到1360亿美元。碧昂丝的'Cowboy Carter'专辑和泰勒·斯威夫特的'Eras'巡演,以及诸如《黄石》等电视剧和美国东南区大学橄榄球赛,都极大地推动了这一增长。 John Hazen: Boot Barn公司在今年1月份的男装和女装西部服装(特别是靴子和服装)销售额强劲增长。我们对未来充满信心,并计划每年新店增长15%。我们正在积极应对关税问题,通过优化供应链和价格策略来维持利润率。 Harmeet Singh: 目前,我们对全年的展望保持不变,其中不包括任何因拟议关税而产生的影响。我们的第二季度展望与我们的内部计划一致。关税的影响对我们本季度的利润率影响最小,因为大部分春夏产品已经在美国。

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Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s) (LEVI) and Boot Barn) (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.Episode transcripts seekingalpha.com/wsb).Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript)Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript)Boot Barn is tipped by BTIG to be a retail sector outperformer)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).