Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Focusing on Asian logistics, transportation, and travel companies

Asian Equities Analyst, Logistics & Transport

'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers

Equity Bottom-Up

<p>Luxury goods retailer <a href="https://www.smartkarma.com/entities/13644" target="_blank" data-smartkarma-citation="entities:13644:1">Coach Inc (COH US)</a> reported December quarter results on the morning of January 31st in New York. Revenue was bang in-line with consensus expectations, and Coach managed to beat EPS expectations slightly on cost control measures. Management guided FY17 (June) Revenue down slightly on weaker International growth, but maintained OP margin guidance. Although Coach's shares rallied on the results, we believe a close examination of the numbers shows that Asian demand for Coach…</p>

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 with consensus expectations, and Coach managed to beat EPS expectations slightly on cost control measures. Management guided FY17 (June) Revenue down slightly on weaker International growth, but maintained OP margin guidance. Although Coach's shares rallied on the results, we believe a close examination of the numbers shows that Asian demand for Coach…

Coach December Results: Negative Implications for Asian Luxury Retail & Chinese Tourist Spending

Tapestry Inc

Coach December Results: Negative Implications for Asian Luxury Retail & Chinese Tourist Spending