32
32
SUPPLY CHAINS TO ADMIRE | 2025
Apparel
Nike places in the winner's circle for the eight consecutive year while Inditex (parent company of ZARA) enters the winner’s circle for the second consecutive year. With the many ups and downs through the pandemic, margins and growth declined by 1%, while inventory turns declined by 29 % over the ten-year period and ROCE declined by 5%.
Table 17. Apparel Sector Evaluation for the Period 2015-2024
INDUSTRY: Apperal Manufacturers
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
MARKET CAPITALIZIATION PER EMPLOYEE
PRICE TO BOOK
RETURN ON CAPITAL EMPLOYED
GROWTH (Year Over Year Revenue)
SUPPLY CHAIN FUNDAMENTAL SCORE
INVENTORY TURNS
OPERATING MARGIN
SUPPLY CHAIN INDEX
2024 REVENUE
NAME
2015 - 2024
Adidas
$ 25,633
3
22
3.5%
2.56
7.1%
15.6%
6.11 717,524
Bosideng International
$ 3,247
3
8
10.7%
2.40
13.1%
14.6%
1.55 270,186
Capri Holdings Ltd
$ 5,170
3
15
6.1%
2.55
16.9%
26.3%
3.28 556,457
Colombia Sportswear
$ 3,369
5
18
5.4%
2.45
10.8%
15.8%
2.98 678,735
Crocs
$ 4,102
2
26
15.2%
3.95
13.5%
23.1%
60.67 645,658
Deckers Outdoors
$ 4,288
6
4
11.0%
3.53
14.2%
26.0%
5.38 1,726,931
Fossil Group
$ 1,145
4
17
-10.0%
2.61
1.4%
-3.9%
0.95 52,104
Gildan Activewear
$ 3,271
3
9
4.9%
2.18
14.7%
14.7%
3.42 133,230
Hanes Brands
$ 3,507
4
14
-2.7%
2.24
9.3%
10.5%
13.96 90,073
Hennes & Mauritz AB
$ 22,374
5
12
0.3%
2.51
7.8%
21.5%
5.48 264,211
Hugo Boss
$ 4,662
2
28
5.0%
1.58
8.8%
18.7%
3.89 280,327
Inditex
$ 38,959
4
3
6.9%
4.36
16.3%
25.9%
6.94 5,238,075
Interface Inc
$ 1,316
4
25
3.2%
3.20
9.6%
10.3%
2.75 269,825
Levi Strauss
$ 6,355
5
1
3.7%
2.33
9.1%
12.6%
2.69 257,488
Moet Louis Vuitton
$ 91,657
4
19
9.5%
1.25
22.1%
16.6%
5.37 1,689,419
Moncler
$ 3,365
5
9
14.6%
1.43
28.9%
27.7%
6.64 2,831,879
Nike
$ 51,362
5
23
6.5%
3.56
12.8%
25.1%
12.38 1,808,633
Puma
$ 9,543
4
19
9.7%
2.53
6.1%
13.5%
4.07 641,387
PVH
$ 9,218
5
6
2.1%
2.69
7.2%
6.0%
1.37 217,676
Ralph Lauren
$ 6,631
2
21
0.1%
2.80
10.0%
10.3%
3.07 373,008
Skechers
$ 8,969
3
26
14.9%
2.48
9.0%
16.1%
2.46 469,655
Steve Madden
$ 2,283
4
5
7.5%
6.78
10.8%
21.8%
4.01 836,685
Under Armour
$ 5,702
3
11
7.2%
2.58
4.7%
7.1%
2.99 347,316
Unifirst
$ 2,427
6
12
5.8%
3.97
10.2%
10.3%
1.94 234,377
Vera Bradley
$ 471
5
23
-0.8%
1.93
4.7%
7.1%
1.13 135,792
VF Corp
$ 10,455
4
7
-0.2%
3.05
9.7%
10.0%
6.23 375,069
Wacoal Holdings Corp
$ 1,297
5
15
-3.7%
0.99
3.2%
2.9%
0.86 70,606
Wolverine World Wide
$ 1,755
4
2
- 3.2%
3.91
6.6%
3.0%
3.10 521,401
MEAN WITH OUTLIERS
$ 11,876
4
4.8%
2.80
10.7%
14.6%
6.27 776,205
MEAN WITHOUT OUTLIERS
4.7%
2.65
9.8%
14.3%
4.26 525,530
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