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)....
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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...
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Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?
In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...
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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...
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Charged Up: Adoption Will Take Off as Electric Vehicles Reach Cost Parity
The market underestimates the potential for electric vehicle (EV) adoption. Bears point to high costs and low range versus internal combustion...
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