Report
Ana Arjona-Martinez ...
  • Antonio Rodriguez Vicens

Inditex : Management loss should not jeopardise the business model

>Recent underperformance represents an opportunity; results next week should prove the strength of the business model - Inditex’s stock has underperformed since it was announced that the chairman, Pablo Isla, will be leaving the company in March 2022 (6% vs H&M; 5% vs Stoxx 600). We think there is little doubt that he has been a great manager during his 17 years leading the company. However, and precisely because of that, we think the company’s competitive position wi...
Underlying
Industria de Diseno Textil S.A.

Industria de Diseno Textil Inditex is the parent company of a group engaged in apparel and footwear manufacturing and retailing. The Group is made up of fashion retail chains, textile manufacturing, purchasing and fabric treating companies, logistics and construction companies which are responsible for store refits and manufacturing structure. Products include men's, women's and children's wear collections, footwear, and women's lingerie which are sold through the Group's retail store chains of: Zara, Kiddy's Class, Pull & Bear, Massimo Dutti, Bershka, Stradivarius, and Oysho and Zara Home.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Ana Arjona-Martinez

Antonio Rodriguez Vicens

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