30
2022 // SUPPLY CHAINS TO ADMIRE
Apparel Nike placed in the winner’s circle for the fifth year. With many ups and downs, margin declined by 1,% while inventory turns declined by of 25%. Over the decade, the industry changed the lower cost of labor and is currently struggling to deliver orders reliably in the face of logistics variability.
Table 17. Apparel Sector Evaluation for the Period of 2012-2021
INDUSTRY: Apparel
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
GROWTH (Year Over Year Revenue)
2021 REVENUE
SUPPLY CHAIN INDEX
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAPITALIZATION
NAME
2012 - 2021
Adidas
$25,124
8
3.6%
2.77
8.4%
13.4% 5.10
38,474
Bosideng International
$1,995
16
8.0%
2.34
12.4%
7.9%
1.72
2,418
Capri Holdings Ltd
$4,060
4
21.2%
2.62
20.7%
28.5% 5.22
9,298
Colombia Sportswear
$3,126
22
7.0%
2.64
10.3%
11.8% 2.77
4,477
Crocs
$2,313
4
10.3%
3.68
8.1%
25.5% 59.45
2,216
Deckers Outdoors
$2,546
1
6.6%
3.06
11.1%
15.5% 3.44
3,983
Fossil Group
$1,870
25
-2.2%
2.56
7.5%
4.3%
2.45
2,331
Gildan Activewear
$2,923
6
7.0%
2.34
13.1%
12.4% 3.43
6,369
Hanes Brands
$6,801
9
4.5%
2.32
10.5%
8.1%
6.39
6,979
Hennes & Mauritz AB
$23,407
12
3.7%
2.67
11.4%
26.6% 6.95
46,413
Hugo Boss
$3,296
16
3.0%
1.71
11.4%
20.2% 4.75
4,835
Interface Inc
$1,200
1
2.8%
3.62
9.6%
5.8%
3.23
1,096
Moet Louis Vuitton
$75,978
15
9.7%
1.24
20.4%
13.0% 4.41
170,192
Moncler
$1,645
21
9.4%
1.61
26.1%
19.6% 6.51
7,430
Nike
$44,538
13
8.4%
3.74
12.9%
24.2% 11.02
125,301
Puma
$8,052
3
7.4%
2.74
4.9%
6.7%
3.21
6,837
PVH
$7,133
24
5.7%
2.89
7.1%
4.3%
1.77
8,211
Ralph Lauren
$4,401
23
-1.7%
3.10
11.3%
10.0% 2.95
10,362
Skechers
$6,285
6
15.5%
2.63
7.8%
11.1% 2.34
4,221
Steve Madden
$1,866
10
8.8%
8.49
11.7%
16.2% 3.49
2,608
Under Armour
$5,683
18
15.5%
2.83
7.3%
6.1%
2.43
4,819
Unifirst
$1,826
20
4.9%
4.00
12.1%
9.6%
2.01
2,893
Vera Bradley
$468
26
3.1%
1.93
10.4%
15.3% 2.25
552
VF Corp
$9,239
13
0.6%
3.42
11.3%
12.1% 6.41
28,397
Wacoal Holdings Corp
$1,436
19
-2.5%
1.61
5.6%
3.5%
0.68
1,338
Wolverine World Wide
$2,415
4
7.8%
3.93
8.2%
4.6%
3.22
2,597
MEAN WITH OUTLIERS
7.3%
3.0
11.7%
13.6% 3.90
18,184.09
MEAN WITHOUT OUTLIERS
$8,767
6.1%
3.0
11.1%
13.6% 3.90
3,925.99
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