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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Five Key Travel Markets to Watch for Digital Growth
Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...
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Close Out the Shorts on THAAD Related Basket - TRUMP May Not Enforce THAAD Deployment
We recommended going negative on a Terminal High Altitude Defense (THAAD) related basket of stocks on October 1st, 2016. This short has been...
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Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
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Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
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