Apparel retailer Lululemon Athletica said on Monday it expects fourth-quarter revenue and profit to be toward the high end of its previous forecast range on the back of strong demand during the holiday season.
Lululemon
Shares of the company were up about 1% in premarket trading. They had fallen nearly 46% in 2025.
The positive forecast comes as Lululemon contends with challenges, including a proxy fight launched by its founder Chip Wilson, while striving to reignite demand from young and affluent shoppers amid stiff competition and pressure from activist investor Elliott Management.
The athleisure maker had previously projected fourth-quarter revenue to be between $3.50 billion and $3.59 billion, and earnings per share in the range of $4.66 to $4.76.
Italy’s antitrust authority said on Monday it had reduced a record fine imposed on U.S e-commerce giant Amazon to 752.4 million euros ($878.20 million) from an original amount of 1.128 billion euros.
DR
The authority, which fined Amazon in 2021 for abusing its dominant position in logistics services, recalculated the penalty following a regional administrative court ruling last September.
Urban Outfitters Inc. announced on Monday a 9% uptick in holiday sales for the two months ending December 31, on the back of FP Movement and Nuuly growth.
The Philadelphia-based apparel retailer said retail segment sales rose 7%, with comparable retail sales up 5%, reflecting mid single-digit growth across both digital and physical store channels.
By brand, comparable retail sales increased 9% at Urban Outfitters, 5% at Free People and 3% at Anthropologie. FP Movement continued to outperform, delivering an 18% increase in comparable sales, while the broader Free People brand recorded a 1% gain.
The company’s subscription segment, led by rental platform Nuuly, saw net sales jump 43%, fueled by a 41% rise in average active subscribers. Wholesale net sales increased 13%, largely driven by stronger Free People sales to department stores.
For the eleven months ended December 31, total company sales were up 11% year over year. Retail segment sales rose 8%, with comparable retail sales increasing 6%, again supported by balanced growth across online and store channels. Subscription segment net sales climbed 51%, reflecting a 46% increase in average active subscribers, while wholesale net sales grew 15%.
During the eleven-month period, Urban Outfitters Inc. continued to expand its physical footprint, opening 58 new stores, including 36 Free People locations—21 of which were FP Movement stores—13 Anthropologie stores and nine Urban Outfitters stores. The company closed seven locations, including five Urban Outfitters stores and two Free People stores.
Eleven years after its launch, French menswear brand Seagale is still going strong. 2025 was a pivotal year for the Toulon-based brand, which worked to consolidate its commercial and operational infrastructure, and generated a revenue of €6 million. Seagale, founded in 2014 by Bertrand Durand-Gasselin and Matthieu Rivory, is hoping to grow this figure to €8 million in 2026.
Seagale was founded in Toulon, France, in 2014 – Seagale
“In 2025, we worked on several not-so-visible but crucial projects: we launched a new, better-performing website, and we deployed new POS systems for our stores, new ERP solutions for our logistics, and new CRM tools to boost customer loyalty, so as to be able to smoothly scale up the business,” said Durand-Gasselin.
Direct retail a strategic mainstay for Seagale
In 2025, Seagale also strengthened in-store customer service, placing more emphasis on the role of its retail staff as product experts, spending more time on advising customers, assisting with fittings, and promoting a free alteration service for trousers.
In 2025, Seagale generated a revenue of €6 million – Seagale
Seagale, distinctive for its high-performance, minimalist outfits, sells only through the direct retail channel, via its e-shop and four monobrand stores. The first store was opened in Toulon, followed by one in Paris in 2021, and by stores in Nice and Lyon in 2024. The latter two have made successful inroads with their clientèle: the Lyon store is appreciated by urban professionals who like Seagale’s versatile clothes, while the Nice clientèle is attracted by lifestyle and travel items, suited to both tourists and locals.
New stores planned in 2026
Through its own stores, Seagale is able to offer good value for money for items made with “increasingly expensive” high-tech materials, while keeping in close touch with its community. In 2026, the brand is planning to open one or two new stores, “perhaps a second one in Paris, but we’re also looking around Bordeaux and Toulouse,” said Durand-Gasselin.
A second Seagale store is likely to open in Paris in 2026 – Seagale
“We have everything we need to make [2026] a successful year,” said Durand-Gasselin, adding that “what makes us especially proud is that we’re constantly growing while remaining a profitable, 100% self-financed company. This rare freedom allows us to build the brand exactly as we wish.” For the time being, Seagale has about 30 employees, between the headquarters and warehouse in Toulon and the stores’ staff.
Constant investment in textile innovation
Seagale has made a name for itself with clothes suitable for sporting activity, the office, and urban outings, and has always made innovation one of its bywords. The brand has developed fabrics for specific uses, like the 140g Performance Merino jersey, a blend of merino wool and Cordura, and the Active Stretch fabric, used to make wrinkle-free, elasticated shirts.
Seagale is widely relying on textile innovation – Seagale
Seagale is also expanding its collaborative efforts to develop exclusive fabrics, for example high-performance merino wool-nylon blends, Cordura, high-tech yarns, and specific knitwear, sourcing these fabrics chiefly in France, Spain and Italy. The garments are produced in Lithuania and Tunisia.
Seagale’s innovation drive extends beyond textiles. Since the end of 2024, the brand has started utilising AI solutions, notably in advertising.
“We’re using AI as a tool, not as an end in itself. We have two goals: increasing our agility, and finding ways to better illustrate technical concepts that are sometimes hard to showcase with classic [communication] formats,” said Durand-Gasselin. He indicated that Seagale is now relying on a combination of real pictures and AI-generated images.