关税对制造业回流的影响 - 前Coach首席执行官认为新关税不会促使奢侈手袋制造商将生产转移回美国[1] - 为消费者提供最佳价值需要将大部分产品生产安排在美国境外[2] - 将制造业岗位带回美国面临 skilled workers 短缺的复杂情况 五十年前依靠移民人口掌握的工艺技能现已不足[3] 美国劳动力市场挑战 - 美国面临 skilled workers 短缺问题 许多岗位空缺 例如福特公司有约6000个机械师职位空缺[3] - 若无法吸引追求美国梦的移民 服务业 农业和工厂将出现显著问题[4] 公司财务表现与展望 - Tapestry公司股价今年迄今上涨超过78% 过去12个月上涨159%[4] - 公司第四财季营收17亿美元 同比增长8% 略高于预期的16.7亿美元 调整后每股收益增长13%至1.04美元 超过预期的1.01美元[6] - 分析师指出公司制定了到2028财年将年收益增至每股6.40美元至6.85美元的 compelling algorithm 乐观情况下可能接近7.50美元[7] 零售行业应对策略 - 当前环境需要零售商进行谨慎决策 在将成本转嫁给消费者前需深思熟虑[4] - 公司不能通过迫使供应商承担所有成本而使其破产[5] - 建议零售商考虑开发入门级产品 让 discerning 消费者能够购买更实惠的商品[5]

Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Monday 20th October.Coming up on the show, a widespread outage has hit websites and apps across the globe that use Amazon's cloud services. Wall Street looks set to open on the front foot with investor focus on key earnings this week and the ongoing shutdown. And President Trump lists what he wants from China in order to do a trade deal.>> One of the things I want is China's going to buy soy ...

投资观点变更 - 公司曾是历峰集团的买家 但基于外汇逆风和更低的利息收入 对其评级进行了下调 [1] - 自评级下调后 公司股价上涨约8% [1] - 对历峰集团2026财年上半年的表现有所预期 [1] 分析方法论 - 投资分析由买方对冲专业人士进行 采用基本面分析 以收入为导向 进行长期分析 [1] - 分析范围涵盖全球发达市场的多个行业 [1]

ESSILORLUXOTTICA MERGER In January 2017, Italian eyewear giant LVMH's TIFFANY ACQUISITION In November 2019, France's LVMH reached a definitive agreement to acquire U.S. jewellery giant Tiffany & Co. in an all-cash deal valued at $16.2 billion.Live EventsLVMH OWNER BERNARD ARNAULT TAKES OVER CHRISTIAN DIOR In April 2017, French billionaire and LVMH owner Bernard Arnault consolidated his control over Christian Dior holding company via a 12-billion-euro transaction.Under a series of complex deals, LVMH bought ...

公司战略与人事变动 - 交易标志着开云集团新任首席执行官Luca de Meo为重振公司业绩的早期举措 [1]

Gucci owner Kering has agreed to sell its beauty business to L’Oreal for $4.66 billion, the company said on Sunday, as new CEO Luca de Meo moves to tackle the luxury group’s high debt and refocus on its core fashion business.Under the deal, French beauty giant L’Oreal will acquire Kering’s fragrance line Creed, as well as rights to develop products under Kering’s fashion labels Bottega Veneta and Balenciaga under a 50-year exclusive license.L’Oreal is acquiring Kering’s fragrance line Creed, and rights to d ...

Palantir Technologies 投资前景 - 公司股价在过去一年内上涨超过300% 从2023年的不足10美元升至约180美元 [2] - 公司当前市销率高达132倍 市值达到4000亿美元 该估值水平被认为不可持续 并可能预示着未来十年股票回报不佳 [2] ASML Holding 投资优势 - 公司是半导体供应链中的关键企业 专门生产芯片制造所需的光刻设备 [4] - 其新一代光刻设备据报道单价高达4亿美元 显示出强大的定价能力 [5] - 公司预计五年后年营收将达到510亿至700亿欧元 远高于Palantir当前34.4亿美元的营收规模 [6] - 公司息税前利润率为35% 高于Palantir的17% [6] Hermès 投资优势 - 公司是顶级奢侈品手袋及皮革制品制造商 产品定价通常超过1万美元 拥有显著的定价权 [8] - 公司业务增长稳定 对经济周期波动相对免疫 并且被认为基本不受人工智能风险影响 [8] - 公司拥有优异的利润率 其稳定的营收增长预计将使其投资表现超越Palantir [9]

Luxury resale platforms are growing faster than the primary market, forcing major fashion houses to rethink how they win back customers, according to The Wall Street Journal’s “Heard on the Street” column. Sales at The RealReal (NASDAQ:REAL), the world’s ...

Sales of secondhand luxury goods are growing faster than in brands' own stores. ...

A deal would be an early move by new Kering CEO Luca de Meo to revive the luxury giant's fortunes. ...