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2024-01-20 06:45:28 ET Summary Kering shares have fallen sharply over the past year, with the luxury goods giant facing both macroeconomic and brand-specific headwinds right now. While Gucci's underperformance is stark versus peers like Louis Vuitton, analysts do see EPS bottoming...
2024-01-14 10:25:00 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. The Strategy outperfor...
2024-01-14 08:44:58 ET Summary In line with the entire luxury sector, Swatch Group's stock has lost momentum over the past year. But it's due for recovery. Swatch's revenue growth accelerated and margins expanded in H1 2023. The company's outlook is encouraging too. While a fu...
2024-01-12 18:10:35 ET Summary Hermès stock has outperformed peers by a wide margin over the past year, a reflection of superior sales growth in an increasingly subdued global luxury goods market. I expect Hermès to confirm its best-in-class status during this slowdown, ...
2023-12-25 19:06:09 ET Summary William Nygren's 13F portfolio value decreased from $56.60B to $51.39B in Q3 2023. The portfolio is diversified with around 200 positions, with the largest five stakes being Alphabet, Charter Communications, Capital One Financial, Intercontinental Ex...
2023-12-17 22:16:55 ET More on fashion names LVMH: Luxury Winter May Be Slowly Approaching (Rating Downgrade) LVMH: Quality At A Fair Price Lululemon: Several Growth Levers In Place Lululemon Athletica stock on track to snap its eleven-day gaining streak ...
2023-12-13 21:06:54 ET Summary As is usual at the end of the year, many Seeking Alpha contributors will have their lists of where to put your money during the next year. But not losing money with your investments is almost as important as making money. At the beginning of this...
2023-12-05 10:00:51 ET Summary Kering is a global luxury group based in France, owning brands including Gucci and Saint Laurent. Revenue has grown at a CAGR of 8%, while EBITDA-M has improved to 31%. We believe the current trajectory is sustainable. The Balenciaga scandal will...
2023-12-01 07:00:00 ET Summary Farfetch has experienced a disastrous 12-24 months, as the post-pandemic bump in demand has dried up and the business comes to terms with minimal financial progress. Despite revenue growing at a CAGR of 42%, Farfetch has experienced limited margin im...
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...