Luxury at the crossroads

Luxury at the crossroads
  • Pininvest Analysis

Watches, fragrances and apparel form the backbone of consumer luxury brands

But by entertaining ambiguity about what luxury is, with various strategies to convince clientele of exclusivity and with intention to dominate luxury categories such as watches for some, companies make the theme difficult to define

Over time, some strategies have clearly been more successful than others

  • The combination of a core business in mid-range watches with higher end licenses (Michael Kors, Armani, Coach/Tapestry) has not been successful for Fossil [asset ticker="FOSL" mnemonic="NASDAQ"]
  • Richemont [asset ticker="CFRUY" mnemonic="OTC"] has over many years abandoned initial interests in the tobacco business to focus on jewelry (Cartier, van Cleef & Arpels), watches (Jaeger-LeCoutre and others) and writing (Montblanc)
  • Kering [asset ticker="PPRUY" mnemonic="OTC"] – after a venture in sports with Puma (bought in 2007) – announced a renewed focus on luxury goods in January 2018
  • Hermès [asset ticker="HESAY" mnemonic="OTC"] and Prada [asset ticker="PRDSY" mnemonic="OTC"] never left the high-end, building a coveted brand name with single-minded attention to quality and reputation

Read our notes

Luxury at the crossroads • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Burberry BURBY OTC Consumer Durables Luxury Brands USD 29.15 - 76.5 % Neutral 33 %   5 % -17 %
Chow Sang Sang Holdings CHOWF OTC Consumer Durables Luxury Brands USD 1.20 - -47.7 % Neutral 74 %   3 % -52 %
Chow Tai Fook Jewellery CJEWY OTC Consumer Durables Luxury Brands USD 20.46 - 101.4 % Neutral 36 %   2 % -14 %
Christian Dior CHDRY OTC Consumer Non-Durables Apparel, Footwear & Accessories - Major USD 203.57 - 99.9 % Strong Up 40 %   1 % -2 %
Compagnie Financiere Richemont CFRUY OTC Consumer Durables Luxury Brands USD 12.86 - 109.6 % Neutral 33 %   5 % -15 %
Coty COTY NYSE Consumer Non-Durables Cosmetics & Personal Care USD 8.70 6.7 B 113.8 % Neutral 67 %   10 % -20 %
Fossil Inc. FOSL NASDAQ Consumer Non-Durables Apparel, Footwear & Accessories - Major USD 12.19 628 M 236.7 % Weak Down 124 %   15 % -58 %
Hermes International HESAY OTC Consumer Durables Luxury Brands USD 151.47 - 77.2 % Strong Up 22 %   3 % -8 %
HUGO BOSS BOSSY OTC Consumer Durables Luxury Brands USD 11.92 - 113.9 % Weak Up 45 %   6 % -22 %
Kering PPRUY OTC Consumer Durables Luxury Brands USD 90.00 - 55.3 % Neutral 28 %   4 % -15 %
L'Oreal LRLCY OTC Consumer Non-Durables Cosmetics & Personal Care USD 90.82 - 37.3 % Neutral 20 %   2 % -8 %
LVMH Louis Vuitton LVMUY OTC Consumer Durables Luxury Brands USD 161.39 - 81.1 % Neutral 26 %   4 % -9 %
Moncler MONRF OTC Consumer Durables Luxury Brands USD 66.80 - 75.5 % Neutral 34 %   2 % -13 %
PANDORA A/S PANDY OTC Consumer Durables Luxury Brands USD 33.45 - 112.2 % Neutral 38 %   4 % -16 %
Phillips-Van Heusen Corp. PVH NYSE Consumer Non-Durables Apparel, Footwear & Accessories - Major USD 102.25 7.3 B 101.6 % Weak Down 51 %   9 % -24 %
Polo Ralph Lauren Corp. RL NYSE Consumer Non-Durables Apparel, Footwear & Accessories - Major USD 110.14 8.1 B 55.2 % Sharp Down 44 %   7 % -25 %
Prada PRDSY OTC Consumer Durables Luxury Brands USD 13.93 - 102.5 % Weak Down 43 %   2 % -13 %
Salvatore Ferragamo SFRGY OTC Consumer Durables Luxury Brands USD 10.08 - 52.2 % Weak Down 48 %   4 % -23 %
Swatch Group SWGAY OTC Consumer Durables Luxury Brands USD 17.00 - 65.7 % Neutral 25 %   4 % -13 %
Tapestry TPR NYSE Consumer Durables Luxury Brands USD 41.02 11 B 203.6 % Weak Down 42 %   6 % -23 %
The Estee Lauder Companies EL NYSE Consumer Non-Durables Cosmetics & Personal Care USD 329.78 120 B 71.7 % Weak Up 27 %   3 % -11 %
Tiffany & Co. TIF NYSE Services Luxury Retailers USD 131.46 16 B 6.1 % Weak Up 10 %   -0 % -11 %