BBRYF News and Press, Burberry Group plc From 01/24/23

Summary The first month of 2023 (and the last month of the retail industry’s Q4 2022) saw America’s largest party supply store file for Chapter 11 bankruptcy, a move that the StarMine credit models had predicted about a year ago. According to StarMine, Bed Bath & Beyon...

Summary Capri operates in a large and growing personal luxury market that is relatively resilient to adverse macro headwinds. The company may become a beneficiary of industry consolidation. Strategic brand development plans include both expanding its physical footprint and increasin...

Summary FY12/2022 has been a strong year for Hugo Boss AG, driven by demand in Europe and the Americas. With high hurdles YoY, Hugo Boss has an unattractive decelerating growth profile into FY12/2023. Its relatively low exposure to China will place its peers in a stronger position. ...

Summary Moncler's shares have underperformed its luxury fashion peer group YTD. Q3 FY12/2022 results highlighted signs of volume weakness, with time and investment required at Stone Island to establish a retail business. The shares appear fairly valued on consensus PER FY12/20...

Summary Quantitative accounting metrics indicate that Burberry could surprise to the upside when it releases its interim results on November 17th. However, China exposure and waning economic activity in the European Union provide cause for concern. The company's Veblen Goods s...

Summary Luxury brand Tapestry, which owns Coach and Kate Spade, has an attractive P/E ratio of sub-10x. But that doesn't make it a screaming buy. As an affordable luxury brand, it doesn't have the cushion that the likes of Hermes and LVMH do. Its demand slowdown and to a lesser ex...

Summary Burberry's price was up by 7.7% at the last close, in contrast with a weakening trend this year, calling for a closer analysis. Its financial performance is encouraging, especially its growing margins, which indicate that it's more than capable of passing on cost increases...

Between COVID lockdowns in China and the fallout from surging inflation, luxury goods giant Burberry is facing some near-term challenges. Trading has so far remained robust, with the firm recording record profit in fiscal 2021/22. Management is also making the right long-term moves to...

Burberry Group plc (BURBY) Preliminary 2022 Results Earnings Conference Call May 18, 2022, 04:30 PM ET Company Participants Gerry Murphy - Chair Jonathan Akeroyd - Chief Executive Officer Julie Brown - Chief Operating and Financial Officer Conference Call Participants Antoine Belge - Exane BN...

The following slide deck was published by Burberry Group plc in conjunction with their 2022 Q4 earnings call. For further details see: Burberry Group plc 2022 Q4 - Results - Earnings Call Presentation