BBRYF News and Press, Burberry Group plc From 05/18/22

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

Burberry's sales have basically recovered, with the potential for an increase once global tourism fully restarts. A focus on brand building should help profit margins down the line. I see the falling share price as attractive for growth prospects and a 2.7% yield. For furthe...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Strategy outperformance was driven by diversified contrib...

Burberry saw its financial results bounce back in the first half of FY 2022. The company decided to pay an interim and to launch a 150M GBP share buyback program. I think the company may end FY 2022 with a net cash position of about 1B GBP, making additional buyback programs likel...

Burberry Group plc (BURBY) H1 FY2022 Earnings Conference Call November 11, 2021 4:30 AM ET Company Participants Gerry Murphy - Chair Julie Brown - Chief Operating Officer and Financial Officer Conference Call Participants Louise Singlehurst - Goldman Sachs Luca Solca - Bernstein Zuzanna Pusz ...

A positive earnings surprise is not an indication that a company is doing a good job in reducing their CO2 emissions. Companies are increasingly taking actionable steps in tracking and reporting ESG standards to achieve long-term success. The long-term, broader goal is to help kee...

LVMH reported strong organic revenue growth of 40% for 9M 2021 vs 2020 and 11% vs 2019. The biggest segment Fashion & Leather Goods announced a record organic revenue, up 57% vs 2020. Due to the high exposure to Asia, investors need to be prepared for short-term noise from Chi...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy was held back by weakness among our emerging...

Iconic trench coat manufacturer Burberry has been an underwhelming performer since my "neutral" rated article in January. Despite a good first half share price performance, the unexpected departure of the CEO has weighed on the stock. Recent ructions in China may be having an impact t...

China's recent crackdown on businesses that do not support the country's goals may affect companies selling luxury goods in the country. Investors are worried that China's government will more aggressively push for social equality as the country is intervening in companies that could contribu...