Owner Scorecard


← The groupings the Textiles & Apparel table →

An industry chapter · Textiles & Apparel

Textiles & Apparel

20 members, AS to ZGN, A to Z by ticker.

Gross profitability
median 55% — gross profit as a share of total assets, each member's median across its readable years; read on 20 of 20 members
Capital intensity
median 2.8% — capital expenditure as a share of revenue, each member's median across its readable years; read on 20 of 20 members
Net cash
7 of the 20 members with a readable debt line hold more cash and short-term investments than total debt

Figures describe the list as a group, from each member's own filed record; they name no member and form no rank. A member missing an input is absent from that median, never counted against the others.

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AS Amer Sports Inc.

Amer Sports is a global group of iconic sports and outdoor brands, including Arc'teryx, Salomon, Wilson, Atomic and Peak Performance, united by a shared purpose of elevating the world through sport.

Owner earnings 2021–2025 $207M($169M)$75M$196M$513M

Retained capital Paid out $88M more than it earned over 2021–2025; annual owner earnings grew $224M.

Balance sheet Modest net debt, $140M

COLM Columbia Sportswear

Our Columbia brand offers authentic, high-value outdoor apparel, footwear, accessories and equipment products suited for hiking, trail running, snow sports, and fishing and hunting activities, as well as everyday outdoor activities.

Owner earnings 2016–2025 $225M$288M$224M$226M$247M$320M($84M)$582M$431M$217M

Retained capital Retained $77M of earnings over 2016–2025; annual owner earnings grew $164M.

Balance sheet Net cash, debt-free, +$791M · dividend paid 10 of 10 yrs, cut at least once

CRI Carter's

Revenue is U.S. Retail (51%), U.S. Wholesale (35%) and International (15%).

Owner earnings 2016–2025 $281M$260M$292M$326M$556M$231M$48M$469M$243M$69M

Retained capital Paid out $158M more than it earned over 2016–2025; annual owner earnings fell $18M.

Balance sheet Meaningful net debt, $504M · buybacks at an average near $90.43 · dividend paid 10 of 10 yrs, cut at least once

FIGS FIGS Inc.

We are a founder-led, direct-to-consumer healthcare apparel and lifestyle brand that seeks to celebrate, empower and serve current and future generations of healthcare professionals.

Owner earnings 2019–2025 $6M$21M$65M($37M)$98M$74M$53M

Retained capital Retained $73M of earnings over 2019–2025; annual owner earnings grew $45M, $0.61 per $1 retained.

Balance sheet Net cash, debt-free, +$82M

GES Guess

Revenue is led by Europe (51%) and Americas Retail (25%), with 3 more segments behind.

Owner earnings 2016–2025 $96M$2M$85M$13M$136M$190M$68M$108M$256M$53M

Retained capital Paid out $802M more than it earned over 2016–2025; annual owner earnings grew $78M.

Balance sheet Modest net debt, $72M · dividend paid 10 of 10 yrs, cut at least once

GIII G-III Apparel

G-III is a global leader in fashion with expertise in design, sourcing, distribution and marketing, which enables us to fuel growth across a portfolio of over 30 globally recognized owned and licensed brands, anchored by our key owned brands DKNY, Donna Karan, Karl Lagerfeld and Vilebrequin.

Owner earnings 2017–2026 $81M$45M$75M$171M$59M$168M($126M)$563M$289M$264M

Retained capital Retained $684M of earnings over 2017–2026; annual owner earnings grew $305M, $0.45 per $1 retained.

Balance sheet Net cash, +$402M · buybacks at an average near $22.96 · dividend paid 1 of 10 yrs, never cut

GIL Gildan Activewear Inc. Class A Sub. Vot.

A consumer-brand business, where the durable asset is the brand and the pricing power it commands.

Owner earnings 2017–2025 $521M$431M$232M$364M$490M$425M$356M$500M

Retained capital Retained $1.9B of earnings over 2017–2025; annual owner earnings grew $32M, $0.02 per $1 retained.

Balance sheet Heavy net debt, $3.6B · dividend paid 8 of 8 yrs, cut at least once

GOOS CANADA GOOSE HOLDINGS INC.

Canada Goose is a global brand shaped by our Canadian heritage and craftsmanship.

Owner earnings 2016–2025 (C$11M)C$33MC$117MC$55MC$6MC$262MC$117MC$71MC$110MC$275M

Retained capital Retained C$367M of earnings over 2016–2025; annual owner earnings grew C$106M, C$0.29 per C$1 retained.

Balance sheet Net cash, +C$330M

KTB Kontoor Brands Inc. Common Stock

A consumer-brand business, where the durable asset is the brand and the pricing power it commands.

Owner earnings 2017–2025 $143M($117M)$755M$224M$273M$65M$329M$349M$435M

Retained capital Retained $756M of earnings over 2017–2025; annual owner earnings grew $111M, $0.15 per $1 retained.

Balance sheet Meaningful net debt, $1.0B · dividend paid 7 of 9 yrs, cut at least once

LANV Lanvin Group Holdings Limited

A consumer-brand business, where the durable asset is the brand and the pricing power it commands.

Owner earnings 2020–2024 (€93M)(€83M)(€106M)(€101M)(€72M)

Retained capital not read

Balance sheet Net debt against an operating loss, €239M

LEVI Levi Strauss & Co

A consumer-brand business, where the durable asset is the brand and the pricing power it commands.

Owner earnings 2017–2025 $407M$300M$288M$339M$570M$69M$270M$671M$308M

Retained capital Retained $1.3B of earnings over 2017–2025; annual owner earnings grew $85M, $0.07 per $1 retained.

Balance sheet Modest net debt, $190M · buybacks at an average near $20.39 · dividend paid 9 of 9 yrs, cut at least once

LULU lululemon athletica inc.

Revenue is Women's apparel (63%), Men's apparel (24%) and Accessories and other categories (13%).

Owner earnings 2017–2026 $299M$381M$620M$507M$574M$1.2B$675M$1.9B$1.8B$1.1B

Retained capital Retained $3.5B of earnings over 2017–2026; annual owner earnings grew $1.2B, $0.34 per $1 retained.

Balance sheet Net cash, debt-free, +$1.8B · buybacks at an average near $233

NCI Neo-Concept International Group Holdings Limited

Revenue is Own-branded apparel products (51%) and Private-labelled apparel products (49%).

Owner earnings 2021–2025 HK$10M(HK$43M)(HK$50M)(HK$4M)HK$17M

Retained capital not read

Balance sheet Modest net debt, HK$3M

OXM Oxford Industries

We operate in a highly competitive apparel market.

Owner earnings 2017–2026 $69M$80M$59M$85M$55M$166M$79M$170M$126M$54M

Retained capital Retained $88M of earnings over 2017–2026; annual owner earnings grew $47M, $0.53 per $1 retained.

Balance sheet Net debt against an operating loss, $112M · buybacks at an average near $65.30 · dividend paid 10 of 10 yrs, cut at least once

PVH PVH Corp.

Revenue is led by EMEA (48%) and Americas (31%), with 2 more segments behind.

Owner earnings 2017–2026 $656M$286M$473M$675M$471M$803M($251M)$725M$582M$538M

Retained capital Paid out $355M more than it earned over 2017–2026; annual owner earnings grew $143M.

Balance sheet Heavy net debt, $1.6B · buybacks at an average near $91.58 · dividend paid 10 of 10 yrs, cut at least once

RL Ralph Lauren Corporation

Revenue is led by North America (41%) and Europe (31%), with 2 more segments behind.

Owner earnings 2017–2026 $669M$814M$586M$484M$273M$549M$194M$905M$1.0B$921M

Retained capital Paid out $1.5B more than it earned over 2017–2026; annual owner earnings grew $259M.

Balance sheet Net cash, +$826M · dividend paid 10 of 10 yrs, cut at least once

UA Under Armour Inc.

Our principal business activities are the design, development, marketing and global distribution of branded performance apparel, footwear and accessories for men, women and youth.

Owner earnings 2016–2026 $50M($44M)$458M$363M$121M$595M($198M)$204M($228M)($162M)

Retained capital Paid out $352M more than it earned over 2016–2026; annual owner earnings fell $217M.

Balance sheet Net debt against an operating loss, $881M · dividend paid 1 of 10 yrs, never cut

UAA Under Armour

Our principal business activities are the design, development, marketing and global distribution of branded performance apparel, footwear and accessories for men, women and youth.

Owner earnings 2016–2026 $50M($44M)$458M$363M$121M$595M($198M)$204M($228M)($162M)

Retained capital Paid out $352M more than it earned over 2016–2026; annual owner earnings fell $217M.

Balance sheet Net debt against an operating loss, $881M · dividend paid 1 of 10 yrs, never cut

VFC VF Corp.

A consumer-brand business, where the durable asset is the brand and the pricing power it commands.

Owner earnings 2016–2026 $1.3B$1.3B$1.4B$586M$1.1B$619M($808M)$879M$379M$557M

Retained capital Paid out $4.7B more than it earned over 2016–2026; annual owner earnings fell $758M.

Balance sheet Heavy net debt, $2.7B · buybacks at an average near $57.76 · dividend paid 10 of 10 yrs, cut at least once

ZGN Ermenegildo Zegna N.V.

Ermenegildo Zegna Group operates in the personal luxury goods market, which includes the following product segments: accessories, jewelry, beauty, apparel and watches.

Owner earnings 2019–2025 €128M€43M€201M€97M€218M€179M€255M

Retained capital Paid out €379M more than it earned over 2019–2025; annual owner earnings grew €93M.

Balance sheet Net cash, +€135M · dividend paid 5 of 7 yrs, never cut

The same shelf as one comparative table, every member a row and every column sortable: the Textiles & Apparel table →

The same four lines for every member, in strict ticker order; a figure that could not be read renders as "not read," never as a mark against the record beside it. The header describes the list and names no member; the entries carry no ranking and form no score. What a chapter cannot carry — understanding of the business, and a price — is yours.