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Rolex : An industry under threat

Posted by Andrea Squatrito on

Rolex: An industry under threat

Swiss watchmaker industry is facing a new crisis, but it’s not the first During World War II, while major nations shifted their industrial strengths towards military use, Swiss watchmakers prospered in absence of substantial competition, gaining a position of actual monopoly until the 1970s. The Quartz Crisis In the late 1960s a new technology entered the market: Quartz watches. Many once-profitable and famous Swiss watch houses became insolvent or disappeared as a result of the economic turmoil that ensued. By 1983 the crisis reached its peak: if in 1970 Swiss watchmakers were about 1.600, this number plunged to 600 by...

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Watchmaker Breitling Said to Be Considering a Sale

Posted by Andrea Squatrito on

Watchmaker Breitling Said to Be Considering a Sale

“You never actually own a Patek Philippe. You merely take care of it for the next generation” This famous line helps understand why the monitoring of the secondary markets makes perfect sense for the luxury watches segment: for these durable luxury items, whose official price list are a quite well kept secret in the retail distribution, the rising ecommerce platforms bring transparency, and it turns to be an important tool to obtain independent information on the market. This analysis focuses on the watches already in the secondary market and is not by any means a proxy of revenues or market...

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Michael Kors earning forecast

Posted by Andrea Squatrito on

Michael Kors earning forecast

Michael Kors has become more and more popular over the last years, building a retail stores’ network with presence all over the world.

We analyzed retail distribution and its correlation to sales

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Revenue forecast based on retail stores: a study on reliability

Posted by Pierluigi Vinciguerra on

Revenue forecast based on retail stores: a study on reliability
In Re Analytics we grab, analyze and synthesize a huge amount of data, in order to give answers to the most important questions about retail business, such as: is there a way to build a pertinent and realistic forecast about financial results of a fashion firm? In some circumstances, as an example if the firm’s trends have been linear over the last years and it relies heavily on its retail network, yes, it’s possible.

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Michael Kors, Brunello Cucinelli and Luxottica: Retail data in earnings forecast model

Posted by Andrea Squatrito on

Michael Kors, Brunello Cucinelli and Luxottica: Retail data in earnings forecast model
Accurate earnings forecast models, key to sound investment target price advices, are based on reliable cash flows projection and reasonable assumptions on the target company and the macroeconomic environment in which the industry is at. Key elements for luxury goods brands’ revenues are becoming lately the retail monobrand stores: Recent years monobrand stores have gained increasing importance on the share of revenues. While sales per square foot is a key driver, the sheer number of stores is a strong element to evaluate the development of a network and the attentions to management to invest capital on it.

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