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Ryland Conrad

Research Analyst at RBC

Ryland Conrad's questions to Gildan Activewear (GIL) leadership

Question · Q3 2025

Ryland Conrad inquired about Gildan's line of sight and visibility on incremental program wins in national accounts for 2026, specifically regarding the three-quarters of expected growth from new programs this year. He also asked about the year-to-date performance and underlying drivers of the Comfort Colors brand, and for additional details on plans to expand the brand into new product categories, including timing and expected benefits.

Answer

Chuck Ward (EVP and COO, Gildan Activewear) confirmed similar line of sight and percentages for growth from new programs in 2026 as seen in 2025. He stated that Comfort Colors is Gildan's fastest-growing brand with double-digit growth, performing strongly all year. He mentioned doubling manufacturing capacity for Comfort Colors and plans for further investment in 2026. Expansion into women's collections, caps, and bags is planned, with the expectation that these will be well-received and complement core products, maintaining the brand's cotton-based, pigment-dyed heritage.

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