Previous 10 | Next 10 |
home / stock / cfruy / cfruy news
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 Chinese sales significantly impact Richemont's quarterly accounts; however, we believe that this is temporary. China sales are up single digits in January 2023. It's not just China as we forecasted, even US sales are slowing down. Richemont is still trading at a 20% discount...
Summary The UK based boots' manufacturer Dr. Martens has seen a price fall of over 45% in the past year, despite sustained growth and good margins. Some fall in margins is expected as it makes investments, among other things, in e-commerce. But growth is expected to stay healthy. It...
Summary Divergence between Farfetch's growth with luxury brands such as LVMH, Richémont, and Hermés. Luxury shoppers prefer the in-store experience to e-commerce and even within e-commerce, monobrands have gained share over marketplaces. Top large luxury brands have little...
Summary LVMH is up by 21% since my last update in October, supported by strong sales numbers for the first nine months of 2022. Is there more upside to it? Encouragingly, demand from Asia ex-Japan has picked recently and the group has seen consistent double-digit growth across seg...
Summary Watch manufacturer Fossil Group, Inc. stock is up 12% since I last wrote about it as the broad stock market strengthens on the cooling off in inflation. The company's operating margin could benefit from improved consumer sentiment and softening in operating expenses, but i...
Summary The price of Swiss luxury company Richemont rallied after its half-year report showed a positive impact on operating margin from selling its controlling stake in online retailer Yoox Net-A-Porter (YNAP). The operating margin at 28.1% is now second only to Hermes among its ...
Compagnie Financière Richemont SA (CFRHF) H1 2022 Earnings Conference Call November 11 2022 3:30 AM ET Company Participants Sophie Cagnard - Investor Relations Jerome Lambert - Chief Executive Officer Burkhart Grund - Chief Finance Officer Cyrille Vigner...
Summary Gardner Russo & Quinn’s 13F portfolio value decreased from $8.94B to $8.27B. Russo increased Netflix and Ashtead Group plc while reducing Comcast and dropping Alibaba Group Holdings during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle,...
Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...
News, Short Squeeze, Breakout and More Instantly...
CIE Financiere Richemont AG ADR Company Name:
CFRUY Stock Symbol:
OTCMKTS Market:
MicroCloud Hologram Inc. (HOLO) is expected to report for Q1 2024 Cyxtera Technologies Inc. (CYXTQ) is expected to report for Q1 2024 American Virtual Cloud Technologies Inc. (AVCTQ) is expected to report for Q1 2024 AgileThought Inc. (AGILQ) is expected to report for Q1 2024 Toto...
Hypha Labs Inc. (DIGP) is expected to report for Q2 2024 China Resources Building Materials Technology Holdings Ltd Com (CARCY) is expected to report for Q1 2024 Gouverneur Bancorp Inc MD Com (GOVB) is expected to report for quarter end 2024-03-31 CNFinance Holdings Limited American D...