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...
546 Views
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...
558 Views
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)....
468 Views
Christian Dior - Privatization by Groupe Arnault; Simplifying Structures
Groupe Arnault, Christian Dior SE (CDI FP) and LVMH Moet Hennessy Louis Vuitton (MC FP) have announced a two-fold strategic project with the...
670 Views
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
723 Views