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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Prada Sales Update Disappoints; No Change to Fair Value Estimate
Prada’s preliminary 2016 year-end sales release showed reported revenue down 10% or 9% at constant exchange rates compared with the prior year. The...
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Coach December Results: Negative Implications for Asian Luxury Retail & Chinese Tourist Spending
Luxury goods retailer Coach Inc (COH US) reported December quarter results on the morning of January 31st in New York. Revenue was bang in-line...
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'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers
Asian tourism demand generally remains strong, with departures from key markets all up YTD in 2016. However, shopping by Asian tourists (and...
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Prada Continues to Face Headwinds and Lags Peers, but Shares Are Undervalued and Declines Improving
The two most significant elements suggesting that Prada has key competitive advantages are its enduring brand and its good returns on capital. As...
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