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Andrew Hurley's avatar

Really solid analysis - love the deep dive. Ended up here from PitchStack.

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Ulrich's avatar

Unlike Hermes, companies like LVMH and Kering have been over-pricing esp the key leather goods in the aftermath of Covid. The write-up, while very broad but not very deep, does not really address the key strategic challenges - what drives your forecast of a return to growth in 2026? what are your assumptions regarding pricing, volume, and why? what will change the demand from the Chinese customer (in China and abroad)? etc…

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