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The Gap Inc.

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The Gap is a multi-brand specialty apparel retailer owning Old Navy (largest brand), Gap, Banana Republic, and Athleta, serving the full consumer spectrum from value to premium activewear.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($15.6B)

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Old Navy (53%)
Gap (22%)
Banana Republic (14%)
Athleta (11%)

Segment Breakdown & Key Customers

Product Details

Old Navy53%

Gap's largest brand — value-priced family apparel and denim, targeting mainstream US consumers.

Gap Brand22%

The eponymous casual American brand — denim, basics, and active apparel for adults and kids.

Banana Republic14%

Premium workwear and lifestyle brand for professional adults.

Athleta11%

Women's performance apparel competing with Lululemon in the premium activewear segment.

Supply Chain Relationships

Competitors

Lululemon Athletica Inc.

Women's activewear (Athleta vs Lulu)

Impact: significant

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

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Company Info

Headquarters

San Francisco, California, USA

Founded

1969

Employees

85,000

Website

gapinc.com

Sector Overview — 소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터