Question · Q4 2025
Ian Liu asked for a detailed breakdown of the innerwear segment's performance in Q4, including organic growth for Gildan and Hanes, the impact of Q3-Q4 timing shipments, and other factors influencing holiday season results. He also requested more color on the composition of organic sales growth drivers for 2026, segmented by activewear/innerwear or retail/wholesale, and volume/pricing.
Answer
Chester Ward, EVP, Chief Commercial Officer, reported that the innerwear business improved in Q4, with organic performance effectively flat, a significant improvement over Q3. He noted both legacy and HanesBrands innerwear gained market share. Luca Barile, EVP and CFO, explained that 2026 revenue growth is underpinned by key categories like fleece, ring spun, Comfort Colors, Champion, and ALLPRO, driven by innovation, national accounts, and share gains, with retail growth across categories supported by share gains and program expansion.
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