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2023-07-09 21:29:54 ET Summary Burberry shares have performed well since my last piece, buoyed by normalizing tourism, the easing of Chinese COVID restrictions, and currency movements. Currency will be a headwind to reported revenue and earnings this year, while I am also concerne...
2023-07-03 07:09:40 ET Mattel ( NASDAQ: MAT ) is in a legal battle with Burberry Group ( OTCPK:BURBY ) over the fashion company's efforts to trademark "BRBY" for a line of clothing, bags, and other products. In a filing with the U.S. Trademark Office, toy giant Mattel ( MA...
2023-07-02 12:18:41 ET Summary The luxury e-commerce company, Farfetch, with a higher beta than its peers, makes it risky. It has also fallen by 26% since the author last wrote about it in October 2022. While Farfetch has seen a 37% price gain in 2023, its revenue growth remains w...
2023-06-08 14:50:00 ET Summary To date, 202 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2023, representing 99% of the index. Luxury retailers saw healthy sales growth driven by international shoppers, while dollar stores focused on gr...
2023-05-24 01:22:13 ET Summary Burberry's latest results reflect that it is strategically on the right track and the demand revival in China has helped. Notably, the company's operating margin has risen to 20%+ levels, and it expects it to stay there. An improvement in EPS also ma...
2023-05-12 14:07:49 ET NYSE: TJX ROST OTCPK:BURBY BJ CPRT KSS Meanwhile, Chinese tech giants Baidu ( BIDU ) and Alibaba ( BABA ) are set to issue closely observed reports that will attract significant attention. For further details see: Earnings W...
2023-04-24 12:27:33 ET LVMH ( OTCPK:LVMUY ) stock soared to a new high on Monday, moving to an over $500B valuation. The modest gain on Monday extends CEO Bernard Arnault’s lead over Tesla CEO Elon Musk as richest man in the world and lifts the company to become the first Europea...
2023-04-14 23:45:00 ET Summary 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. A crisis-driven rotati...
2023-04-14 03:05:00 ET Summary 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. A crisis-driven rotati...
2023-04-11 02:37:35 ET Summary Burberry's strategy had strayed into the risky area of fast moving fashion; now it is going back to its more classic heritage styles. The new management team's new strategy has lifted morale at the company and is focused on improving margins. The...
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JD.com Inc. (JD) is expected to report $0.56 for Q1 2024 Volkswagen AG (VLKAF) is expected to report for Q1 2024 CalAmp Corp. (CAMP) is expected to report for Q4 2024 Sonic Foundry Inc. (SOFO) is expected to report for Q2 2024 Moatable Inc ADR (R2RS:MU) is expected to report for Q...
Burberry Group ADR (BURBY) is expected to report for Q4 2024
2023-07-20 08:00:00 ET Enterprising investors will seek out good stock ideas wherever they are, not least because you can sometimes pick up stocks at reasonable valuations with exposure to investment themes that are working on a global basis. That's the case behind buying stock in France's ...