Lululemon, Ralph Lauren, Gap and Levi’s enter peak season with high stock levels

Featured image of the article Lululemon, Ralph Lauren, Gap and Levi’s enter peak season with high stock levels

An article by Morgane Monteiro

Publication

27 October 2025 à 08h30

Reading time

3 minutes

Publication: 27 October 2025 à 08h30

Reading time: 3 minutes

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Faced with rising customs tariffs affecting US imports, several retailers have built up significant inventories. Over a year, the stocks of Gap, Levi’s, Lululemon, Ralph Lauren and Academy Sports have increased overall by 8% to 30%. Will fourth-quarter demand be sufficient to clear them?

An article by Morgane Monteiro

Publication

27 October 2025 à 08h30

Reading time

3 minutes

Publication: 27 October 2025 à 08h30

Reading time: 3 minutes

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Copy link Share on LinkedIn Share on Bluesky Share on Facebook Share on WhatsApp
Add to reading list Remove from reading list
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To limit the impact of higher customs duties on costs and margins, many US retailers rushed to inflate inventories. For the Q2 ending August 3, 2025, the stocks of Lululemon (2024 revenue: 10.6 billion dollars, up by 10% year-on-year) rose by 21% year-on-year, reaching 1.7 billion dollars. At Levi’s (2024 revenue: 6.4 billion dollars, up by 3%), stock levels were up 15% year-on-year for the quarter ending May 2025. At Gap (2024 revenue: 15.1 billion dollars, up by 1%), they were up by 8.9%...

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Article authors
Featured image of the article Morgane Monteiro
Morgane Monteiro Journalist
Featured image of the article Morgane Monteiro

Journaliste économique pour mind Retail depuis 2024, j’analyse la transformation digitale du commerce.

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