Investors and analysts

Coverage for people pricing the industry: earnings, valuations, consumer demand evidence, and the gap between a brand story and its numbers.

Business & technology

Business of fashion

Cato store closings: 120 stores in 2026, and what the numbers show

Cato raised its 2026 closure plan from 50 to about 120 stores on September 18, 2026. The company's own releases show a profit collapse in the second quarter and a CEO pointing at shoppers' budgets.

October 2, 2026

Sustainability & explainers

Sustainability

Pandora opens its Vietnam factory: what is measured and what is a target

Pandora opened a USD 150 million jewelry factory near Ho Chi Minh City on October 1, 2026. We separate the capacity, jobs and sustainability claims that are measured from the ones that are goals.

October 2, 2026