2019 Alibaba’s Singles’ Day: Live Streaming, Brands Pivoting to WeChat Mini-Program and Fake Orders
Key takeaways from interviews with merchandisers who participated in this year’s Double 11 Festival, on live streaming, brand merchandisers’...
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Korea M&A Spotlight: Estee Lauder Acquires Have & Be for More Than $1 Billion
Estee Lauder Companies Cl A (EL US) announced on November 18th that it will purchase a 66.7% stake in Have & Be Co., a leading Korean cosmetics...
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Estee Lauder China Q3 2019 Survey: Accelerating Momentum Aided by Unauthorized ReSeller Transactions
FQ1 2020 Estimates:Based on our offline store checks in mainland China, we see continued sales growth momentum for Estee Lauder Companies Cl A (EL...
363 Views
Luxury Brand Retail Survey in China – Q2 2019 (LVMH, Kering, NKE, EL)
Monthly surveys include the following store buyers and merchants: Sunshine DFS, Galeries Lafayette Beijing, Lane Crawford HK, Vivienne Westwood,...
450 Views
U.S. Equity Strategy: Outlook Deteriorating; Upgrading Staples
In this report we outline important technical levels to watch for U.S. indexes and highlight several negative developments which lead us to a more...
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