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2023-04-03 04:44:43 ET Summary Hermès outperformed the S&P 500 by a wide margin since my initial article. I still think that Hermès will face gross margin headwinds in the near-term future. I underestimated Hermès' operating leverage on the OPEX level. I...
2023-03-24 00:47:00 ET Summary Volatility has picked up, but is still tame by historic standards. Positive trend for semiconductors and homebuilders has continued. Luxury goods makers have also held up well. Amid the recent heightened volatility in the market...
2023-03-21 15:31:44 ET Summary Farfetch’s share price plummeted because investors were scared by its underperformance and delayed profitability path. Our analysis shows that underperformance was mainly caused by the macroeconomy and not company-specific mistakes. The pr...
2023-03-20 00:47:31 ET Summary With the top line increasing 29% and earnings per share increasing 38%, Hermes reported great results for fiscal 2022. Hermes will not be able to repeat the performance of the last two years and Bain & Company is only expecting mid-single digit g...
Summary The Swatch Group has performed better in 2023 so far compared to most other luxury companies. I think it could do even better. Its operating margins have improved in 2022, and it appears optimistic about growth this year as China's economy recovers. Its P/E is also relatively at...
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 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 The French luxury giant, Hermes, has seen an impressive run-up in price in the last quarter. This is supported by sustained growth across markets and high margins. But the expectation of weak global growth, continued uncertainty about China and sustained inflation can tell on it...
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...
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The effects of the COVID-19 pandemic have slammed most automakers' stocks. With factories closed for weeks, and the post-pandemic economy highly uncertain, investors have been very wary of these capital-intensive, low-margin businesses. Of course, as in so many things automotive, Ferrari (NY...
The presented market story on the Sandpaper Market announced via Market.us is a comprehensive analysis of the leading parameters that are likely to determine the growth of the sandpaper market in the forthcoming decade. Further, the study dives in deep to examine the micro and macro-economic p...
New York City, NY: May 13, 2020 – Published via (Wired Release):- “Market.us presents a new report titled Diethyltoluamide Market: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer updates and information related to future opp...