H&M: business model still fragile in an uncertain world

The mild reaction yesterday confirmed that investors had mixed feelings about the sharp 33% miss on Q1 EBIT and the scenario of gradual improvement throughout the year. Although management guided for a positive markdown impact in H2 2024, soft organic growth, rising inventory levels and volatile co

On the shelves now: Consumer Weekly #57

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage: Luxury goods, Cosmetics, Consumer goods and Retail & E-commerce. This week, we look at the Fed's dilemma between its "wait-and-see" stance and mitigating the potential inflationar

Daily Healthcare - March 28th, 2025

Nel: USD6m PEM order

Yesterday evening, Nel announced it had received a USD6m PEM order from Collins Aerospace on the back of its long-lasting and exclusive supply agreement for prolonged underwater submarine operation equipment. Deliveries will take place over several years starting in late 2025. This capitalises on P

H&M: business model still fragile in an uncertain world

The mild reaction yesterday confirmed that investors had mixed feelings about the sharp 33% miss on Q1 EBIT and the scenario of gradual improvement throughout the year. Although management guided for a positive markdown impact in H2 2024, soft organic growth, rising inventory levels and volatile co