HESAF News and Press, Hermes Intl Sa

2024-07-18 13:28:51 ET Summary LVMH is a prime example of a high-quality business with heritage brands, family ownership, and a loyal customer base. An industry slowdown and French political turmoil exert valuation pressure on LVMH and other French luxury firms alike. LVMH del...

2024-07-12 06:08:56 ET Summary Portfolio update after major life events and time constraints. Reduced portfolio to 26 companies due to conviction and portfolio maintenance. A primary focus on owning quality dividend-paying companies in attractive sectors. It has been qui...

2024-05-31 08:17:41 ET Summary Hermès has outperformed the S&P 500 during the Covid crisis and has shown resilience in the face of market disruptions. The company's business model relies on manufacturing skills, controlled distribution, and expanding its brand reach to ot...

2024-05-22 20:34:33 ET Summary In a slowing luxury market, Prada stands out for its double-digit revenue growth and rising net margins. It's little wonder then that it's trading at a premium compared to other luxury stocks, and there can be justification for an even higher premium...

2024-04-30 23:58:39 ET Summary Hermes' first-quarter sales figures exceeded expectations, demonstrating strength and resilience in the luxury market. The company's counter-positioning strategy and focus on non-leather categories contribute to its growth and success. Consensus ...

2024-03-28 11:15:00 ET Summary In a lawsuit filed last week, two California shoppers allege that the Hermès brand violates U.S. antitrust law by forcing customers for its much-sought Birkin handbags to first buy other items. If successful, the case could crimp Hermès...

2024-03-06 07:04:52 ET Summary Luxury stocks might have rallied recently but Burberry has clearly been left out in the cold on a disappointing performance. The company's new creative direction has not translated into sales growth, with sales actually shrinking in the latest quarte...

2024-02-16 05:07:42 ET Summary Hermes ended 2023 on a strong note, as the company once again beat expectations handily and outperformed peers by a wide margin. The company is able to sustain double-digit growth in its core leather business while driving significant acceleration ac...

2024-02-15 16:45:10 ET Summary LVMH is a luxury goods company with a diverse portfolio of brands, including Louis Vuitton and Christian Dior. Christian Dior SE is the holding company and its sole asset is a large stake in LVMH. LVMH has shown outstanding financial performance ...

2024-01-28 20:29:12 ET Summary Hermes may be one of the biggest winners in the age of AI despite not directly using AI in its operations. Hermes is well-positioned to benefit from the megatrends that will arise as a result of AI. Hermes' high-quality business model should allo...