Gap to Report Q1 Earnings: Here's What Investors Should Know
Gap Inc. is set to report its first-quarter fiscal 2026 results on May 28, with market expectations for a 1.8% revenue increase to $3.5 billion but a 23.5% decline in earnings per share to 39 cents. The company's results are anticipated to benefit from its strategic initiatives in market share, merchandise assortment, and cost management, despite ongoing challenges from inflationary pressures, shifting consumer sentiment, and tariff headwinds, particularly impacting its Athleta brand. The Zacks Model does not conclusively predict an earnings beat for Gap, as it holds an Earnings ESP of 0.00% and a Zacks Rank of 3.
Banana Republic Names Donald Kohler as CEO
Donald Kohler has been appointed as the new Global Brand President and CEO of Banana Republic, effective July 2026. Kohler brings over three decades of experience from luxury and specialty retail, including roles at PVH Corp. and Burberry. His appointment comes at a time of transformation for Banana Republic, which has seen recent sales growth after a period of decline, and he aims to strengthen brand positioning, storytelling, and digital experience.
Telsey Advisory Reaffirms Their Buy Rating on Gap Inc (GAP)
Telsey Advisory analyst Dana Telsey has reaffirmed a Buy rating on Gap Inc (GAP) with a price target of $34.00, despite a negative insider sentiment over the past quarter. Gap Inc reported a quarterly revenue of $4.24 billion and a net profit of $171 million in its latest earnings. The broader analyst consensus for Gap Inc is a Strong Buy with an average price target of $30.36.
A Look at Gap Inc (GAP) After 3.9% Gain -- GF Value $21.78 vs Pr
Gap Inc (GAP) experienced a 3.9% gain, bringing its share price to $23.17. GuruFocus's GF Value™ assessment indicates that GAP is currently overvalued at $23.17 compared to its intrinsic value of $21.78, suggesting limited upside potential. Insiders have also sold $23.2 million worth of shares recently, with no corresponding buying activity, which could signal a lack of confidence in the company's short-term prospects.
Wall Street Analysts Are Bullish on Top Consumer Cyclical Picks
Wall Street analysts are showing bullish sentiments towards several consumer cyclical companies. Notably, Driven Brands Holdings (DRVN), Gap Inc (GAP), and Home Depot (HD) have received "Buy" ratings from analysts, with predicted upsides ranging from 22.4% to 45.7% from their current stock levels. These companies are viewed favorably due to factors such as growth potential and current valuations.
Can Gap (GAP) Turn Banana Republic’s New Leadership And Dividend Into Lasting Brand Momentum?
Gap Inc. recently announced a second-quarter fiscal 2026 dividend and appointed Donald Kohler as the new global brand president and CEO of Banana Republic. This move aims to strengthen Banana Republic's product vision and customer experience, aligning with Gap's premium lifestyle objectives and ongoing brand reinvigoration efforts. While the leadership change supports Gap's long-term strategy, investors should also consider persistent inventory and Athleta execution risks, despite positive revenue and earnings forecasts for the company.
Banana Republic Appoints Donald Kohler as New CEO
Gap Inc. has appointed Donald Kohler as the new Global Brand President and CEO of Banana Republic, effective July 2026. Kohler brings extensive experience from luxury and global retail markets, including previous roles at PVH Americas, Burberry, and Ferragamo, and an earlier tenure at Gap Inc. His appointment is expected to further strengthen Banana Republic's "Modern Explorer" brand strategy, focusing on craftsmanship, creativity, and elevated customer experiences.
Banana Republic names Donald Kohler new CEO
Gap Inc. has appointed Donald Kohler as the new global brand president and CEO of Banana Republic, effective July. Kohler brings over three decades of experience from luxury and specialty retail, including leadership roles at PVH Corp., Burberry, Ferragamo, and Diesel, and an earlier tenure at Gap Inc. His appointment is expected to drive the brand's continued momentum and elevate its position as a modern explorer lifestyle brand.
Gap Names Donald Kohler CEO of Banana Republic
Gap Inc. has appointed Donald Kohler as the global brand president and CEO of Banana Republic. Kohler, a retail veteran with experience across luxury, premium, and specialty apparel brands, will focus on strengthening Banana Republic's identity as a premium "modern explorer" brand, improving performance across all channels, and enhancing product architecture, storytelling, and customer experience. This appointment is part of Gap Inc.'s broader strategy to reposition its brands in a competitive retail landscape.
Gap Inc. taps retail veteran as CEO of Banana Republic
Gap Inc. has appointed Donald Kohler as the global brand president and CEO of Banana Republic, a position that has been vacant for two years. Kohler, a seasoned retail fashion veteran with previous experience at PVH Corp., Burberry, Ferragamo, Diesel, and an earlier stint at Gap Inc., will start in July. His appointment comes as Banana Republic shows signs of recovery, with recent sales growth.
Gap Inc. names Donald Kohler as Banana Republic CEO By Investing.com
Gap Inc. has appointed Donald Kohler as the Global Brand President and CEO of Banana Republic, effective July 2026. Kohler brings over 30 years of experience in luxury and specialty retail, having previously held senior roles at PVH Corp., Burberry, and Ferragamo, and also a prior tenure with Gap Inc. This leadership change comes as Gap Inc. shares are down year-to-date, though an InvestingPro analysis suggests the stock is undervalued, and the company has a strong dividend history.
Gap Inc. Appoints Donald Kohler as Banana Republic President and Chief Executive Officer
Gap Inc. has appointed Donald Kohler as the Global Brand President and CEO of Banana Republic, effective July 2026. Kohler brings over three decades of experience in luxury and specialty retail to the role, having previously held senior leadership positions at PVH Corp., Burberry, Ferragamo, and Diesel, as well as a prior tenure at Gap Inc. He is tasked with advancing Banana Republic's vision as a modern explorer lifestyle brand through product architecture, brand storytelling, and enhanced customer experience.
Banana Republic Taps PVH’s Donald Kohler as CEO and President
Donald Kohler, formerly of PVH Corp., is set to become the new global brand president and CEO of Gap Inc.'s Banana Republic division in July, filling a two-year vacancy. Kohler's appointment comes as Banana Republic shows sales momentum and continues its transformation efforts, including reimagining classic styles and focusing on storytelling centered around travel and adventure. The brand has seen recent sales growth, with fourth-quarter sales up one percent and comparable sales rising four percent, indicating a successful shift in its market strategy.
Gap Launches Two Limited-Edition, Football-Inspired Collections Designed in Collaboration with Ouigi Theodore
Gap is launching two limited-edition, football-inspired collections designed in collaboration with Ouigi Theodore, founder of The Brooklyn Circus. These collections celebrate football culture and community with a global design lens, including "The OuiGap collection" that pays tribute to Haiti's 1974 football team and another capsule representing various global teams. The initiative aims to bridge fashion and culture, emphasizing football as a unifying global community.
TD Cowen cuts Gap stock price target on Old Navy concerns
TD Cowen has reduced its price target for Gap (NYSE:GAP) stock from $32 to $26, citing concerns over Old Navy's performance. While Gap and Banana Republic sales are expected to meet Street expectations for Q1 fiscal 2026, Old Navy's greater exposure to lower-income consumers and significant contribution to profitability could lead to underperformance. Despite the lowered price target, TD Cowen maintains its rating on the stock, expecting Gap to report Q1 earnings in line with estimates and reiterating a "Buy" rating on the stock in a separate recent development.
Old Navy Appoints Michael Francis as Chief Customer Officer
Old Navy has appointed Michael Francis as Chief Customer Officer, a role in which he will lead the brand's end-to-end customer strategy. Francis will also serve as Head of Marketing Shared Services for Gap Inc., overseeing media strategy and execution across the company's brands. This appointment aims to strengthen Old Navy's brand storytelling, customer engagement, and overall customer experience.
There's Something Missing Here
Gap Inc. highlights the persistent issue of the gender pay gap, specifically noting that women earn at least 21% less than their male counterparts in the U.S., with non-white women facing an even larger disparity. The article marks April 12th as Equal Pay Day and encourages readers to join the #closethepaygap social media campaign to advocate for equal pay. It also points out the significant financial loss women incur over their careers due to this inequality.
Gap Shareholders Back Board, Auditor and Executive Pay
Gap Inc. shareholders have re-elected all board-nominated directors, including CEO Richard Dickson, and ratified Deloitte & Touche LLP as the independent accountant for the fiscal year ending January 30, 2027. Additionally, investors approved the compensation packages for the company’s named executive officers. TipRanks' AI Analyst, Spark, rates GAP as Neutral, citing improving profitability and solid cash generation as positives, while noting elevated leverage and weak near-term technical momentum as concerns.
Helping Garment Workers
The article discusses Gap Inc.'s commitment to improving fire and building safety standards in garment factories in Bangladesh. An employee recounts a visit to Dhaka, highlighting the challenges of the industry there and the progress made through Gap Inc.'s 4-point safety program and its role in founding the Alliance for Bangladesh Worker Safety. The initiative aims to create sustainable changes and better working conditions for the over two million garment workers in the country.
Helping Garment Workers
This article highlights Gap Inc.'s efforts to improve fire and building safety in Bangladesh's garment industry, focusing on their 4-point safety program and their role in founding the Alliance for Bangladesh Worker Safety. The author, returning to Dhaka, expresses optimism about the long-term impact of these initiatives on the over two million garment workers in the country, many of whom are women. Despite the challenges of operating in Bangladesh, significant progress has been made in implementing safety standards in factories.
Gap Taps Lourdes Arocho To Expand Fashiontainment And Licensing Story
Gap Inc. has appointed Lourdes Arocho as its first senior vice president and head of licensing to lead partnerships across entertainment, sports, and culture, a move aimed at expanding its "fashiontainment" initiative. This strategy seeks to broaden Gap's brand reach beyond traditional retail, generating new revenue streams and cultural relevance. While Gap continues to pay dividends, the success of this strategy will depend on effective execution and integration of partnerships.
Gap Inc. (NYSE: GAP) shareholders back board, auditor and executive pay
Gap Inc. shareholders held their annual meeting on May 12, 2026, where they approved the election of all nominated directors, ratified Deloitte & Touche LLP as the independent accountant for the fiscal year ending January 30, 2027, and gave advisory approval for the compensation of the company's named executive officers. A significant quorum of 342,882,129 shares was represented at the meeting, ensuring the validity of the votes cast. These approvals indicate shareholder confidence in the company's governance and executive compensation practices.
The Weekly Closeout: Another entertainment exec at Gap Inc., and tariff refunds trickle in
Gap Inc. hired Lourdes Arocho as its new head of licensing, reflecting the company's "fashiontainment" strategy to connect brands with entertainment and cultural moments. Meanwhile, retailers are beginning to receive tariff refunds following a Supreme Court decision, with companies like Under Armour and Carter's anticipating significant sums. The article also touches on Guitar Center's B2B growth and Spam's new hot dog product foray.
Marketers on the Move: Hires at Gap, Saucony, Fanatics, and More
This article provides a weekly roundup of significant marketing leadership appointments in the U.S. and globally for the week ending May 15. Key hires include Wendy Kula as CMO for Saucony and Lourdes Arocho as Senior VP and Head of Licensing for Gap Inc. The piece highlights these movements in the marketing industry.
Gap Inc. Names Lourdes Arocho SVP, Head of Licensing
Gap Inc. has appointed Lourdes Arocho as Senior Vice President & Head of Licensing, effective May 15. Reporting to Pam Kaufman, Arocho will lead licensing across Gap Inc.'s brands, including Old Navy, Gap, Banana Republic, and Athleta, focusing on partnerships and brand extensions. This move aims to enhance Gap Inc.'s "Fashiontainment" platform by deepening customer engagement and creating new revenue streams through cultural connections and experiences.
Gap Inc. Names Lourdes Arocho SVP, Head of Licensing
Gap Inc. has announced the appointment of Lourdes Arocho as Senior Vice President & Head of Licensing, effective May 15. Arocho, formerly of Paramount Global, will lead licensing across Gap Inc.'s brands to deepen engagement, unlock revenue streams, and drive growth through partnerships in entertainment, sports, and culture. Her role is crucial for executing Gap Inc.'s "Fashiontainment" platform and strengthening relationships with studios, creators, retailers, and brands.
Gap Inc. names former Paramount exec as head of licensing
Gap Inc. has appointed Lourdes Arocho, a former Paramount Global executive, as its new senior VP and head of licensing. In this newly created role, Arocho will lead licensing efforts across Gap Inc.'s brand portfolio, including Old Navy, Gap, Banana Republic, and Athleta, focusing on partnerships that connect the company to entertainment, sports, and cultural moments. This strategic hire aims to strengthen Gap Inc.'s ties to the entertainment industry and leverage licensing as a significant growth driver and cultural conversation tool.
Gap Inc. Names Lourdes Arocho Licensing Head
Gap Inc. has appointed Lourdes Arocho as its senior vice president and head of licensing, a newly created position aimed at deepening the company's involvement in entertainment and culture. Arocho, formerly of Paramount Global, will report to Pam Kaufman and lead licensing growth across Gap Inc.'s brands by connecting them more deeply with entertainment, sports, and cultural moments. This appointment is a key step in Gap Inc.'s "Fashiontainment" platform, seeking to drive relevance, revenue, and lasting brand connections.
Gap Names Lourdes Arocho SVP, Head of Licensing
Gap Inc. has appointed Lourdes Arocho as Senior Vice President and Head of Licensing, reporting to Pam Kaufman, EVP and Chief Entertainment Officer. Beginning May 15, Arocho will lead licensing across Gap's brands, including Old Navy, Gap, Banana Republic, and Athleta, focusing on partnerships, brand extensions, and direct-to-retail opportunities. Her role is crucial in bringing Gap's "Fashiontainment" platform to life, leveraging her extensive experience from Nickelodeon, NBCUniversal, and Paramount Global to drive relevance, revenue, and lasting brand connections.
Gap Inc. Names Lourdes Arocho SVP, Head of Licensing
Gap Inc. announced that Lourdes Arocho will join the company as Senior Vice President & Head of Licensing, starting May 15. Based in Los Angeles, Arocho will lead the company's licensing growth across all its brands, focusing on partnerships, brand extensions, and direct-to-retail opportunities in entertainment, sports, and culture. This appointment is a key step in realizing Gap Inc.'s "Fashiontainment" platform and is expected to drive revenue and strengthen brand connections through strategic alliances.
Gap Inc. Hires Another Ex-Paramount Exec in Push to Expand Fashion Brands to TV, Film and More
Gap Inc. has hired former Paramount executive Lourdes Arocho as its new senior VP and head of licensing, effective May 15. This move is part of Gap's "Fashiontainment" strategy, aiming to expand its apparel brands into entertainment sectors like music, TV, film, and sports through strategic partnerships. Arocho will report to Pam Kaufman, Gap Inc.'s executive VP and chief entertainment officer, who was her former boss at Paramount.
Gap’s Fashiontainment Push: Pam Kaufman Brings in Fellow Paramount Alum as First Major Hire
Gap Inc. Executive VP and Chief Entertainment Officer Pam Kaufman has made her first significant hire, bringing in fellow Paramount veteran Lourdes Arocho as senior VP & head of licensing. Arocho, formerly of Paramount Global, will lead licensing across Gap's brands to integrate them more deeply with entertainment, sports, and cultural events, aiming to drive growth and engage customers through "fashiontainment" partnerships and experiences. Her role will focus on strengthening relationships with studios, creators, and retailers to support major cultural moments with merchandise and experiences beyond traditional retail.
Oakland loses its only Gap store
Oakland's last remaining Gap store on Lakeshore Avenue is scheduled to close this summer after 26 years. This closure follows other major retailers like Target, Sweet July, and Lululemon leaving Oakland, with some citing safety and theft concerns. The Gap spokesperson confirmed the closure but did not provide a reason.
Gap Inc. declares Q2 2026 dividend of $0.175 per share payable July 29, 2026.
Gap Inc. has announced a second-quarter fiscal year 2026 dividend of $0.175 per share. Shareholders recorded by July 8, 2026, will receive this payment on or after July 29, 2026. This dividend reinforces Gap's commitment to delivering value to its shareholders and maintaining confidence in its operations across brands like Old Navy, Banana Republic, and Athleta.
Gap Inc. to pay $0.175 per share dividend to holders in July
Gap Inc. (NYSE: GAP) has announced a second-quarter fiscal year 2026 dividend of $0.175 per share. The dividend will be payable on or after July 29, 2026, to shareholders of record as of July 8, 2026. This announcement provides scheduled cash income for eligible investors.
GAP: Strong financial performance, board updates, and all proposals approved as focus shifts to growth
Gap Inc. recently held its AGM, honoring a co-founder, approving all board proposals, and reporting strong financial results with consecutive sales growth. The company's strategic focus is now on building momentum, expanding platforms, and leveraging technology for future growth. This information is based on an AI-generated summary of the AGM audio transcript from May 12, 2026.
Sales Are Up. Celebrities Are In. Is Gap Officially Back?
Gap's CEO, Richard Dickson, is drawing inspiration from the brand's early days and celebrity campaigns to revitalize the struggling retailer. After years of store closures and flagging sales, Dickson, who previously revamped Barbie at Mattel, aims to regain the company's cultural relevance by intertwining fashion, entertainment, and music. The company's archive, filled with memorabilia and past celebrity endorsements, is serving as a guide for his strategy.
Doris Fisher’s Legacy And What It Could Mean For Gap Investors
Doris Fisher, co-founder of Gap Inc., has passed away at 94. Her legacy of design, customer focus, and values is central to Gap's culture, and her death raises questions for investors about how current leadership will carry forward these principles during the company's brand reinvigoration. While Gap faces risks like insider selling and an unstable dividend, it is trading below analyst targets and earnings are expected to grow, appealing to value-oriented investors.
Doris Fisher, Gap co-founder who helped reshape U.S. casual style, dies at 94
Doris Fisher, co-founder of Gap Inc., has died at the age of 94. She and her late husband Don Fisher established Gap in 1969, growing it into a global retail empire known for its casual American style. Fisher was instrumental in the company's merchandising, branding, and philanthropic efforts, including a significant art donation to the San Francisco Museum of Modern Art and support for educational programs.
Old Navy names new chief customer officer
Old Navy has appointed Michael Francis as its new chief customer officer and head of marketing shared services for Gap Inc. In this role, Francis will lead Old Navy's customer strategy, focusing on brand storytelling and engagement, while also overseeing media strategy for all Gap Inc. brands. He brings extensive experience from previous roles at JCPenney, Target, and DreamWorks Animation, and will report to Old Navy President and CEO, Haio Barbeito.
Gap Inc. to Report First Quarter Fiscal 2026 Results on May 28
Gap Inc. (NYSE: GAP) will release its first quarter fiscal 2026 financial results via press release on Thursday, May 28, 2026, at approximately 1:15 p.m. Pacific Time. Following the release, the company will host a conference call at 2:00 p.m. Pacific Time to discuss the results. A live webcast of the conference call will be accessible on Gap Inc.'s investor relations website, with a replay also available there.
Old Navy Appoints Michael Francis as Chief Customer Officer Amid Turnaround
Old Navy has appointed Michael Francis as its new Chief Customer Officer and Head of Marketing Shared Services for Gap Inc. Francis, a seasoned brand executive with experience at JCPenney and Target, will aim to strengthen Old Navy's brand, marketing, and customer experience. This move is part of Gap Inc.'s broader turnaround strategy under CEO Richard Dickson to revive its portfolio of brands.
Old Navy Appoints Michael Francis as Chief Customer Officer
Old Navy has appointed Michael Francis as Chief Customer Officer for Old Navy and Head of Marketing Shared Services for Gap Inc. Francis, a seasoned brand and marketing executive, will lead Old Navy's customer strategy, focusing on brand storytelling and engagement, while also overseeing media strategy for Gap Inc. His role aims to strengthen the brand, further integrate marketing efforts, and drive growth across the company's portfolio.
Old Navy Appoints Retail Veteran Michael Francis as Chief Customer Officer
Old Navy has appointed Michael Francis, a retail veteran and former Target executive, as its Chief Customer Officer. In this newly created role, Francis will be responsible for defining Old Navy's customer strategy and brand engagement. The appointment was announced by Gap Inc. on a Wednesday in early May 2026.
Employees of The Gap, Inc. from 2008 to 2025
This article provides data on the number of employees at The Gap, Inc. from 2008 to 2025. As of February 1, 2025, Gap, Inc. employed around 90,000 individuals, with a majority in the U.S. and the remainder primarily in Canada and Japan. The company has been reducing its workforce since 2018 due to a restructuring plan, even as it generated approximately 15 billion U.S. dollars in net sales in 2024 and operates brands like Old Navy, Banana Republic, and Athleta.
Doris Fisher, founder of The Gap, dies at 94
Doris Fisher, co-founder of The Gap Inc., passed away in San Francisco at the age of 94. She and her late husband, Donald Fisher, established the retail giant in 1969, growing it into a global apparel chain including brands like Old Navy and Banana Republic. Fisher was instrumental in shaping the company's creative direction, advertising, and product development, and was also a significant philanthropist in arts and education.
Doris Fisher, Co-Founder of Gap, Dies at 94
Doris Fisher, co-founder of Gap Inc. and a significant figure in San Francisco's art and philanthropic scene, died at 94. She co-founded Gap with her husband Donald in 1969, serving as the company's merchandiser for nearly four decades and building one of the country's most important private collections of contemporary art, which is now a major feature of SFMOMA. Her legacy also includes substantial philanthropic contributions and involvement in conservative political causes.
Gap co-founder Doris Fisher dies at 94
Doris Fisher, co-founder of the global clothing retailer Gap Inc., has died at the age of 94. She co-founded the company with her husband, Donald Fisher, in 1969, growing it into a major force in retail. Her passing marks the end of an era for one of California's most iconic fashion brands.
Gap co-founder Doris Fisher dies at 94
Doris Fisher, co-founder of Gap Inc., has died at the age of 94 in San Francisco. She and her husband, Donald Fisher, started The Gap in 1969, growing it into a retail giant that includes Banana Republic and Old Navy. Fisher was instrumental in the company's merchandising, store design, and advertising efforts.
Honoring Doris Fisher’s Legacy
This article announces the peaceful passing of Gap Inc. co-founder Doris Fisher at the age of 94. The author, Richard, shares a tribute to her legacy, highlighting her pivotal role in the company's founding, her entrepreneurial spirit, and her influence on Gap Inc.'s culture of self-expression, diversity, and inclusion. The article emphasizes her enduring impact on fashion retail and philanthropy.
