Company Overview and News

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China crack down on luxury goods at customs alarms investors, makers of high-end goods

2018-10-07 japantimes.co.jp
Social media reports that China is cracking down on travelers returning home with suitcases full of luxury goods have alarmed investors in companies ranging from Shiseido Co. to France’s LVMH and Kering SA.
KER UBS PPRUY JEF PPRUF ULSGF

2
Luxury investors take fright amid talk of China border crackdown

2018-10-05 theedgemarkets
TOKYO (Oct 5): Social media reports that China is cracking down on travelers returning home with suitcases full of luxury goods have alarmed investors in companies ranging from Japan’s Shiseido Co to France’s LVMH and Kering SA.
KER UBS PPRUY PPRUF ULSGF

 
A runway show at LVMH’s Celine just shifted luxury’s landscape

2018-09-30 bworldonline
PARIS — Star designer Hedi Slimane revealed his first collection for LVMH’s Celine brand in Paris Friday in the most anticipated runway show of September’s fashion weeks.
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54
Ferrari: Expensive Or Not?

2018-09-19 seekingalpha - 2
Ferrari (NYSE:RACE) is a cash machine with no doubt. Its EBITDA margin is mind-blowing because investment in the brand name and exclusivity pays off.
F TM RACE PPRUY TYT DDAIF TOYOF VLKAF KER HESAY 7203 TSLA PPRUF FCAU

26
Going against a global trend, Japan lags on boardroom diversity: study

2018-09-12 japantimes.co.jp
BANGKOK/SINGAPORE – The “old boys club” in the boardroom is alive and well — and most prevalent among the biggest Japanese and Chinese companies.
BCS BNPQY PPRUY SFTBF 83SF SCGLF 83SK PPRUF GM SFTBY 47MC FP STT SCGLY BNPQF BNPZY BABA KER 0700 GLE 9984

26
Men-only corporate boardrooms alive and well in China, Japan

2018-09-07 theedgemarkets
(Sept 7): The “old boys club” in the boardroom is alive and well — and most prevalent among the biggest Japanese and Chinese companies.
BCS BNPQY PPRUY SFTBF 83SF SCGLF 83SK PPRUF GM SFTBY 47MC FP STT SCGLY BNPQF BNPZY BABA KER 0700 GLE 9984

26
Men-only corporate boardrooms alive and well in China, Japan

2018-09-07 livemint
The “old boys club” in the boardroom is alive and well—and most prevalent among the biggest Japanese and Chinese companies.
BCS BNPQY PPRUY SFTBF 83SF SCGLF 83SK PPRUF GM SFTBY 47MC FP STT SCGLY BNPQF BNPZY BABA KER 0700 GLE 9984

7
Millennials love Victoria’s Secret—but they sure aren’t shopping there

2018-09-06 marketwatch
Lingerie brand is surprise favorite of young shoppers in a Goldman Sachs Condé Nast annual survey of shopping habits
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Buckle (BKE) Q2 Earnings Surpass Estimates, Sales in Line

2018-08-27 zacks
The Buckle, Inc. (BKE - Free Report) delivered sixth straight quarter of positive earnings surprise, when it reported second-quarter fiscal 2018 results. The company posted adjusted earnings per share of 32 cents, which beat the Zacks Consensus Estimate by a penny. Moreover, the figure was up 33.3% from the year-ago quarter buoyed by increased top line. Buckle generated net sales of $201.1 million, up 2.
KER DNR DSW PPRUY BKE PPRUF BOOT

 
Sally Beauty (SBH) Stock Down on Soft Comps and Margins

2018-08-23 zacks
Sally Beauty Holdings, Inc. (SBH - Free Report) is reeling from declining comparable sales (comps) and soft margins that are hurting the stock. Evidently, shares of the company have slumped more than 13% in the past six months, significantly underperforming the industry’s growth of 15.1%. Also, this Zacks Rank #4 (Sell) stock has underperformed the broader Retail - Wholesale sector's growth of 8% in the said time period.
KER DSW PPRUY PPRUF SBH BOOT

6
Urban Outfitter (URBN) Tops Q2 Earnings & Sales Estimates

2018-08-22 zacks
Urban Outfitters Inc. (URBN - Free Report) delivered better-than-expected results for the fifth straight quarter, when it reported second-quarter fiscal 2019 financial numbers. Notably, this lifestyle specialty retail company posted earnings of 84 cents a share that surpassed the Zacks Consensus Estimate of 76 cents and improved sharply from 44 cents in the year-ago period. Management highlighted that sturdy sales performance, margin expansion, SG&A leverage and a lower tax rate favorably impacted the bottom line.
KER DSW PPRUY PPRUF URBN BOOT

 
Why Prada can charge $1,700 for bananas on your shirt

2018-08-12 bworldonline
PRADA’S BOWLING shirt is so ugly the New Yorker called wearing it an act of “performance art.” The Frankenstein-style mash-up of garish prints, with a flame motif creeping up the bottom, costs $1,200 and happens to be the shirt of the summer, sported by actor Jeff Goldblum, rapper Pusha T, and street-style bloggers at fashion weeks around the world.
KER CDI PPRUY PPRUF

2
Carnival Corp., Royal Caribbean Cruises get push from billionaire investors

2018-08-11 thestar
This copy is for your personal non-commercial use only. To order presentation-ready copies of Toronto Star content for distribution to colleagues, clients or customers, or inquire about permissions/licensing, please go to: www.TorontoStarReprints.com
NCLH PPRUY RCL CCL CUK NYUKF NPNYY KER CUKPF 0678 CCL PPRUF 9101

 
PriceSmart (PSMT) Displays Decent Sales Performance in July

2018-08-09 zacks
PriceSmart, Inc. (PSMT - Free Report) is witnessing decent sales performance. The company’s net merchandise sales rose 2.6% to $248.9 million in July 2018 from the year-ago period. Meanwhile, net merchandise sales jumped 5% to $2,805 million from the year-ago period for the eleven months ended Jul 31, 2018. As of Jul 31, 2018, PriceSmart had 41 warehouse clubs in operation. Further, comparable merchandise sales for the 39 warehouse clubs increased 0.
PSMT GD KER PPRUY ZTO AEO PPRUF BOOT

 
LVMH-Moet Hennessy Louis Vuitton: Wide Diversification And Sales Opportunities In The Near Future

2018-08-08 seekingalpha
In times of uncertainty associated with trade wars, luxury goods manufacturers are becoming an excellent investment option.
LVMHF KER PPRUY PPRUF LVMUY

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