S5 Ep 6: LVMH Q1 Earnings Update Mega-Brands: Investing In Mega Trends & The Mega Brands Best Positioned To Add Value To Your Wallet podcast

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Trading Business Eric Clark

Innhold levert av Eric Clark. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Eric Clark eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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S5 Ep 6: LVMH Q1 Earnings Update

7M ago 13:13

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M4A•Episoder hjem

Innhold levert av Eric Clark. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Eric Clark eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

We love the luxury goods category and LVMH is a key core brand to own as the category leader. Q1 was solid and stable with core consumers engaging as always and some aspirational consumers pulling back a bit. Fashion & leather goods performed well, select retail-Sephora - was very strong. Sephora is clearly taking share from Ulta and Ulta's stock reflects it.

The stock is cheap relative to the peer group and itself and fits all the important style factors to own in this kind of "higher for longer" environment. We will certainly buy the dips as they come.

… continue reading

72 episoder

#Trading #Business #Eric Clark

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S5 Ep 6: LVMH Q1 Earnings Update

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

published 7M ago

Del

M4A•Episoder hjem

Innhold levert av Eric Clark. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Eric Clark eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

We love the luxury goods category and LVMH is a key core brand to own as the category leader. Q1 was solid and stable with core consumers engaging as always and some aspirational consumers pulling back a bit. Fashion & leather goods performed well, select retail-Sephora - was very strong. Sephora is clearly taking share from Ulta and Ulta's stock reflects it.

The stock is cheap relative to the peer group and itself and fits all the important style factors to own in this kind of "higher for longer" environment. We will certainly buy the dips as they come.

… continue reading

72 episoder

#Trading #Business #Eric Clark

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