Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Equity Bottom-Up

<figure class="editor-figure mceNonEditable"><img class="editor-image img-responsive" src="https://static-prod.smartkarma.com/images/media/000/017/833/original/Datagraphicadidas_636165460975770055.png?1481765535" data-smartkarma-image-id="17833"></figure>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 considerably successful as the exercise became wildly popular among fitness fanatics. In a bid for more sustainable growth, the company may seek to become the go-to brand for niche sports activities. Its current alliance with UFC should prove lucrative as combat sports such as kickboxing and MMA gain acceptance and popularity among consumers, encouraged by…

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 considerably successful as the exercise became wildly popular among fitness fanatics. In a bid for more sustainable growth, the company may seek to become the go-to brand for niche sports activities. Its current alliance with UFC should prove lucrative as combat sports such as kickboxing and MMA gain acceptance and popularity among consumers, encouraged by…

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

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Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

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Thematic (Sector/Industry)

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Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia.</li>
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Mexico: Fitch downgrades outlook to ‘negative; on concerns about growth and challenges to public finances.</li>
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China: CPI of 2.3% was higher than expected but still below 3% target.</li>
</ul>The US Fed outlook for three rate hikes in 2017 is based on flawed assumptions.  They are expecting that the US economy in 2017 is similar to the back half of 2016.  We believe this is a flawed assumption as…



Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia.

Mexico: Fitch downgrades outlook to ‘negative; on concerns about growth and challenges to public finances.

China: CPI of 2.3% was higher than expected but still below 3% target.
The US Fed outlook for three rate hikes in 2017 is based on flawed assumptions.  They are expecting that the US economy in 2017 is similar to the back half of 2016.  We believe this is a flawed assumption as…

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on the high street. Indeed, hoards of affluent shoppers from all corners of the world flock to some of the world’s most glamorous shopping streets looking for both the ultimate gift for their loved ones as well as the sheer excitement and experience of shopping at this time of year.

Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on the high street. Indeed, hoards of affluent shoppers from all corners of the world flock to some of the world’s most glamorous shopping streets looking for both the ultimate gift for their loved ones as well as the sheer excitement and experience of shopping at this time of year.

Developed Markets Compete for Share of Tourist Spend in Run-Up to Festive Luxury Shopping

Sportswear giant Under Armour reported its Q3 financial performance for the period ending 30 September 2016, and although it continues to provide robust growth with a revenue increase of 22%, the strong performance was eclipsed by declining margins and CEO Kevin Plank’s comments suggesting a slowdown in future growth. Despite net income rising by 28.0%, gross margin slid to 47.5%, down from 48.8% last year, with the company adversely impacted by increased promotions, foreign exchange rates and the liquidation of speciality retailer Sports Authority.

Sportswear giant Under Armour reported its Q3 financial performance for the period ending 30 September 2016, and although it continues to provide robust growth with a revenue increase of 22%, the strong performance was eclipsed by declining margins and CEO Kevin Plank’s comments suggesting a slowdown in future growth. Despite net income rising by 28.0%, gross margin slid to 47.5%, down from 48.8% last year, with the company adversely impacted by increased promotions, foreign exchange rates and the liquidation of speciality retailer Sports Authority.

Under Armour: Switching to Offense Strategy

Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by the rise of the connected consumer. Online travel sales are continuing to outpace the industry’s overall growth rates. Countries such as China and South Korea are appealing to the mobile-first mindset of today’s traveler. As a result of this need to design travel offerings with the digital consumer in mind, Euromonitor International set out to explore market nuances in order to pinpoint five of the most promising countries for digitalgrowth in the travel industry:

Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by the rise of the connected consumer. Online travel sales are continuing to outpace the industry’s overall growth rates. Countries such as China and South Korea are appealing to the mobile-first mindset of today’s traveler. As a result of this need to design travel offerings with the digital consumer in mind, Euromonitor International set out to explore market nuances in order to pinpoint five of the most promising countries for digitalgrowth in the travel industry:

Five Key Travel Markets to Watch for Digital Growth

United States

Under Armour, Inc. develops, markets, and distributes branded performance products for men, women, and youth. The Company designs and sells a broad offering of apparel and accessories made of synthetic microfibers.

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Under Armour (UAA US)

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...

Euromonitor International Ltd.

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...

David Riedel

Under Armour: Switching to Offense Strategy

Sportswear giant Under Armour reported its Q3 financial performance for the period ending 30 September 2016, and although it continues to provide...

Euromonitor International Ltd.

Five Key Travel Markets to Watch for Digital Growth

Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...

Euromonitor International Ltd.

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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...

Euromonitor International Ltd.

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...

David Riedel

Developed Markets Compete for Share of Tourist Spend in Run-Up to Festive Luxury Shopping

Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on...

Euromonitor International Ltd.

Under Armour: Switching to Offense Strategy

Sportswear giant Under Armour reported its Q3 financial performance for the period ending 30 September 2016, and although it continues to provide...

Euromonitor International Ltd.

Five Key Travel Markets to Watch for Digital Growth

Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...

Euromonitor International Ltd.