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,...
643 Views
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...
278 Views
Sector Capsule: Womenswear in Japan
Headlines Marginal current value decline from 2015 to reach JPY3,416.8 billion in 2016 Women's office clothing benefits from growing number of...
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Adidas: Is It Worth Keeping Reebok?
Reebok has a history of capturing on gaps in the market before anyone else, for example, its partnership with Crossfit in 2010 proved to be...
486 Views