Bryan Garnier - Luxury Fashion Near-term hurdles but MT opportunities

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Bryan Garnier

Cedric Rossi

Luxury & Fashion Near-term hurdles but MT opportunities

Luxury & Fashion
Near-term hurdles but MT opportunities

Greater China: volatile summer trends
Fiercer competition from domestic players ANTA and Li Ning…
… that are investing massively in improving their brand equity
Massive growth opportunities over the MT
Industry-wide supply chain challenges
Buy rating and TP of EUR340 reiterated

02/09/2021 4 EN

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Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

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Analysts

Cedric Rossi

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Luxury & Fashion Near-term hurdles but MT opportunities

Initiation of coverage: The 'Clever' way to tackle MDS

Jeronimo Martins: Q2 to reinforce recovery momentum and rerating case

Waga Energy: CAD25m debt refinancing

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