Cash Flow And Capital ReturnAnalyst emphasizes improved profitability guidance and management's focus on protecting margins and free cash flow, which supports a compelling valuation and potential for increased buybacks and dividend growth.
Digital Marketing And E-commerceAnalyst highlights management's shift toward digital channels and influencer marketing, along with encouraging online search trends and ship-from-store support, which can boost customer engagement and digital sales.
Product RefreshAnalyst notes a brand transformation with updated silhouettes, fabrics, and a greater focus on jackets, outerwear, and accessories that has driven stronger full-price sales and prompted management to raise its outlook.