GOOS China: Upcoming New DTC Stores to Fuel Growth Momentum
Canada Goose Holdings (GOOS US) China is getting busy with its direct-to-consumer expansion, with the fall-winter high season only months away. ...
613 Views
GOOS: Golden Goose Opportunity Presented by Share Pullback - Bargain Valuation on Resilient Demand
Canada Goose (NYSE: GOOS) reported FYQ4 earnings on May 29th. Over the course of the last three days share prices have plummeted from $49 to...
796 Views
BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
650 Views
Chinese Ecommerce Q4 Earnings Previews: BABA (+); JD (-); BZUN (-)Related - GOOS (+)
Investors have started to show widening divergence in macro views and consequent equity strategies in 2019. Bulls believe that capital markets are...
564 Views
Baozun - Customer Disintermediation Due to Obsolete Business Moat - SELL
We cut Q4 2018 GMV from 50% to 35% YoY, given Baozun Inc. (BZUN US) catastrophic miss last weekend during the 11.11 holiday sales. We estimate...
908 Views