H&M (HMB SS) CEO says demand has stayed strong in the US

H&M's CEO indicating sustained demand in the US is a positive signal for their performance outlook, particularly as they anticipate beneficial effects from recent product shifts in women's wear to reach other demographics by 2026.

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H&M (HMB SS) CEO says demand has stayed strong in the US

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  • Expects to see the effect of learnings they made on women's wear spreading into other customer groups in 2026.
  • They have better supply and stock composition in the US for the spring, however there's still some volatility in the market. 
Context

While better supply chain management could support sales, the mention of continued market volatility underlines potential risks that traders should monitor as they assess the company's ability to capitalize on current demand.

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