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2024-03-06 17:30:42 ET Summary Moncler is a high-quality company with a strong market position and impressive financial performance. The current valuation is attractive both on an absolute and relative basis, offering significant potential upside. Risks include potential compe...
2024-03-06 11:01:57 ET Summary Moncler is a component of my stock portfolio since the 25% drop we witnessed last October 2023. The company has incredible financials and good future perspectives. It is trading at its fair value, and I am waiting on the sidelines for better oppo...
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...
2024-01-31 12:46:53 ET More on apparel stocks Burberry: An Opportunity To Get In Luxury, Cheap Capri Holdings: Trading With 14.8% Upside To The Tapestry Deal Price Burberry: Historically Cheap Amid Macro Headwinds (Rating Upgrade) Burberry's holiday sales dis...
2023-12-08 00:53:43 ET Summary Moncler has a superior growth story thanks to new store openings. The Group has operating leverage optionality and a potential Stone Island upside related to China. Above-industry profitability means higher multiples. Our buy rating is then confi...
2023-11-27 12:00:00 ET Summary High fashion companies have high profit margins, growing revenues, and competitive advantage from successful historical brands. In this case, being European companies, it is important to consider the withholding tax. At the right price, I would b...
2023-11-07 13:59:39 ET Summary Tapestry's acquisition of Capri Holdings is subject to a second request by the FTC, raising potential antitrust concerns. The merger would create the fourth-largest luxury goods firm with a market share of 5.1%. The FTC may focus on MRP mechanics...
2023-11-04 06:04:46 ET Summary Moncler has the potential to establish itself as a leading luxury brand through its marketing, history, and customer experience. The company's transition from a premium brand to a luxury brand is supported by its long history and successful execution...
2023-10-23 16:10:44 ET Summary Analysts anticipate a slowdown in spending in the fashion sector, but Moncler's high-end clientele and strong performance in Asia may help mitigate the impact. Despite impressive numbers, Europe and the Americas could slow down the growth in the next...
2023-10-06 03:41:13 ET Summary In the last three months, the market saw a significant decline due to rising rates and economic uncertainty, with luxury stocks taking a major hit. LVMH's heavy reliance on the US and Asian markets, combined with slowing sales in the US and economic ...