3Q17 China Online Sportswear– Top US Brands Well Performed but Sports Apparel Showed Downside Risk
China Sportswear sales accelerated in 2017Q3, showing 34% Y/Y growth. Top US companies won the race among all other sportswear companies,...
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IPO Radar: Rich Sport, the Thai "Shoe Dog"
Since Phil Knight wrote his autobiography Shoe Dog, Nike went out to invest in Michael Jordan's shoe company Jordan and acquired rival Converse. In...
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Nike, The Billion Dollar Shoebox
Nike and Addidas always seemed to be the mainstays of the billion dollar shoe industry as we know it, but in the book Shoe Dog by Nike founder Phil...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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India Consumer Discretionary: Relaxo Footwear- Burden of Growth, Inflated Valuation
India’s second largest listed footwear maker with a track record of steady growth and improving profitability. Likely to be a beneficiary of GST...
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