Claire Kent
Claire Kent
bad cut driven full interest looks lower sight terms
In terms of the full year, the cut is not as bad as it looks at first sight as it is being driven by lower interest income.
brand challenge industrial luxury
I think the challenge in transforming an industrial brand into a luxury brand should not be underestimated.
appears areas background blake brian gucci perfect product relatively
Brian Blake appears to us to have the perfect background from his 17 years at Gucci in product areas where Burberry is still relatively weak, that is accessories and watches.
company issues luxury
Any luxury company is susceptible to a slowdown in the U.S. or Japan. The macro issues are really more important for a luxury company.
companies good high public reason record
The reason companies want to go public now is that (luxury good stocks) are at record high valuations.