Tod's: Not Likely a Standalone Business For Much Longer; LVMH Is a Logical Buyer
Tod's SpA (TOD IM) is a well known Italian luxury shoes and leather bags producer Tod's market cap is just under 1.8B EUR and Della Valle family...
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Chinese Int'l Travel & Spending Stagnate as Tourists Skew Younger, 'Poorer', More Independent
Chinese tourist activity within the Asian region remained weak in July, with Chinese arrivals down -0.8% Y/Y at several key regional destinations...
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Narrow-Moat Prada's 1H 2017 Performance Underwhelms but Not Beyond Repair; Shares Undervalued
We retain our narrow moat rating after Prada reported results that missed our implied full-year forecasts and consensus first-half 2017...
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Sector Capsule: Designer Apparel and Footwear (Ready-To-Wear) In Japan
Headlines Designer apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billion Demand from the...
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Downgrading Moat Ratings for Prada and Kering From Wide to Narrow; Hermes Wide Moat Confirmed
We are transitioning coverage of three names in the luxury goods space: Kering (KER FP), Hermes International (RMS FP), and Prada S.P.A. (1913 HK)....
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