Estee Lauder China Q3 2019 Survey: Accelerating Momentum Aided by Unauthorized ReSeller Transactions
FQ1 2020 Estimates:Based on our offline store checks in mainland China, we see continued sales growth momentum for Estee Lauder Companies Cl A (EL...
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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European Apparel, Accessory & Luxury Goods Stocks Are Heating Up -- Add Exposure
We continue to believe that equities in Europe and the UK are bottoming with the STOXX Europe 600 index breaking topside its 14-month downtrend....
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Sector Capsule: Colour Cosmetics in China
Colour cosmetics recorded current value growth of 21% to reach CNY34.4 billion in 2017. Limited edition or high-tech colour cosmetics enticed...
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Sector Capsule: Premium Beauty and Personal Care in China
Premium beauty and personal care grew by 25% in current value terms to reach CNY84.5 billion in 2017. Premium outperformed mass beauty and...
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