Hanesbrands Inc. (0J2X.L)

This was the most informative conference call I have listened to from Hanes in 13 years. Listening to the conference call, in my opinion, they made the correct decision to hire Steve Bratspries. I would encourage you to listen to the conference call or read the transcript when it becomes available. He provided detailed information regarding the "Full Potential Plan," It's obvious he has experience in operation efficiency, productivity, and brand management.

He was very impressive in providing details on the future strategic plan which included reducing poor-performing SKU's, supply chain efficiency, improving product mix, marketing to the younger generation, and focusing on consumer wants and needs. It is obvious; he understands marketing and brand management. Hanes has many iconic brands, but it has to be what the consumer wants, at the right price, at the right time, when the consumer wants it which will be part of his strategy.

It appears he is action-orientated verse talking the talk. He has brought in new talent to assist in executing strategy. They have formed 20 teams to focus on 20 strategic initiatives to fuel future growth through a cost-saving self-funded growth. He provided more details on the current business status and future growth strategies. He stated Hanes will provide additional detailed information regarding the strategic plan at the May investors conference. I'm looking forward to additional details! Good Luck!

An apparel company making a comeback
Hanesbrands was able to offset tumbling sales of innerwear and activewear during the worst of the pandemic in 2020 by spinning up a personal protective equipment business. The company depends heavily on brick-and-mortar retailers, so pandemic restrictions and consumers' shifting to e-commerce did Hanesbrands no favors.
Things are now starting to look up for the apparel manufacturer, and the stock market has taken notice. The stock surged nearly 25% last Tuesday in reaction to a fourth-quarter report that checked all the boxes. U.S. innerwear sales soared 13% excluding PPE, and activewear sales were up 7% excluding the impact of business exits.
Notably, Hanesbrands no longer sees PPE as a long-term growth opportunity. Instead, the company will focus on growing its thriving Champion brand, going after younger consumers, simplifying its portfolio of products, and building out a bigger e-commerce business.
Hanesbrands stock has been trending downward for the past five years or so, and it would still need to rise another 50% to come close to its all-time high. The new strategy could deliver those gains, especially considering the beaten-down valuation. With analysts expecting adjusted earnings per share of $1.60 this year, Hanesbrands stock trades for just 11.5 times earnings.
If Hanesbrands can successfully grow earnings and convince investors that there's a real long-term growth story, the stock could easily deliver market-beating returns. Now's the time to invest in this value stock on the rise.0

Now we see what happens when strong brands meet intelligent capable management.

Have a good day Hanes holders.

And stay safe.

I’d like to get some other’s perspectives on how this quarterly report will pan-out. I had my shares called away right before the last report (which worked out well), I then bought back in after the drop and just recently sold those after this latest run-up to $16. I’m now trying to decide what I want to do going into earnings again (I’m thinking about sitting on the sidelines). My hunch is that earnings will disappoint again (I use the “sales” prices on Amazon as my litmus test for this and both Champion and Hanes are heavily discounted right now), but I also wonder what the new CEO will have to say about the future since they have this study going on - that could provide a nice pop. Wanted to see what some of you other folks are planning to do...