Weekly Insights Sep 18, 2015

Executive Summary

• This week, we attended Under Armour’s Investor Day, where the company generated positive buzz among sports fans and investors alike with two announcements: one with Stephen Curry and one financial
• Global Brands Group just closed an acquisition of Joe’s Jeans for $13 million and will hold the long-term license agreement for the brand’s core categories
• Lidl plans to open 281 new stores, many of them in central London. Lidl currently operates about 70 stores within the M25 motorway that nearly encircles Greater London
• The Mexican textile industry is expected to grow by 4% this year, to about US$26 billion, aided by a recovery in US exports and strong demand