| Burberry Group PLC (GB0031743007) | |||
12,55 GBXStand (close): 03.07.25 |
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| Datum / Uhrzeit | Titel | Bewertung |
| 25.06.25 10:49:33 | Burberry shares rise as brokers forecast resilient results |  |
| LONDON (Reuters) -Burberry shares rose on Wednesday as brokerages turned relatively upbeat on the British luxury brand before its first quarter trading statement on July 18. Jefferies and HSBC both raised their target prices for the company's shares before the results. "Q1 sales should confirm the brand's newfound (relative) resilience," Jefferies equity analyst James Grzinic said in a note. Barclays said it expects retail comp sales to be down 4% in the first quarter of the 2026 financial year, improving slightly versus the fourth quarter of 2025, driven by "easier comps and gradual brand heat improvement." By 1030 GMT, Burberry shares were up 5.7% at 10.71 pounds. Shares are up 9.6% this year, compared to a 5.5% fall for the STOXX Europe Luxury 10. (Reporting by Samuel Indyk; Editing by Amanda Cooper) |
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| 23.06.25 16:17:00 | Jefferies Keeps Buy Rating on COTY Amid Sale Rumors | |
| Coty Inc. (NYSE:COTY) is one of the 11 Best US Stocks to Invest in Under $5. On June 17, Jefferies reiterated a “Buy rating with a price target of $6.00 Coty Inc. (NYSE:COTY). This decision comes amid industry reports that the company is looking for buyers for a selloff in two parts. According to a report by Women’s Wear Daily (WWD), a trade publication focused on the fashion industry, Coty Inc. (NYSE:COTY) could be looking to divest its business in two parts by offering its Prestige and Consumer divisions separately. However, the company has not officially confirmed this.Jefferies Keeps Buy Rating on COTY Amid Sale Rumors A close-up of a woman's face wearing a beauty product, highlighting the company's range of luxury items. Industry sources told WWD that Inter Parfums is in talks with Coty Inc. (NYSE:COTY) about its luxury brands and has made an offer specifically for the company’s Burberry license. Inter Parfums has not publicly commented on these discussions and the talks are still in early stages with no final agreements reached. Despite the rumors of a possible sale, Jefferies analyst Ashley Helgans maintains a positive outlook on Coty Inc. (NYSE:COTY) and reaffirmed both the price target and the buy rating. Coty Inc. (NYSE:COTY) is an American multinational beauty company with a portfolio of iconic brands across fragrance, color cosmetics, and skin and body care. Through its prestige and consumer products, the company serves consumers in over 120 countries and territories around the world. While we acknowledge the potential of COTY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Stocks That Will Bounce Back According To Analysts and 11 Best Stocks Under $15 to Buy According to Hedge Funds. Disclosure: None. View Comments |
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| 15.04.25 09:28:34 | Stocks to Watch Tuesday: Boeing, Bank of America, LVMH, Stellantis | |
| ↘️ Boeing (BA): Beijing has ordered Chinese airlines not to take further deliveries of Boeing planes and to halt purchases of aircraft equipment from U.S. companies, Bloomberg reported Tuesday. Boeing shares fell almost 3% in premarket trading. Continue Reading View Comments |
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| 04.04.25 16:17:54 | Trump tariffs may hammer these luxury goods giants that cater to the wealthy | |
| Just because they sell $5,000 handbags and $20,000 watches doesn't mean it will be smooth sailing in the era of Trump tariffs for the world's largest luxury goods companies. It may be anything but smooth, if JPMorgan analyst Chiara Battistini is right. "The new import duties are worse than what had been anticipated, and a material headwind to the sector, that generates 20-25% of sales on average in the US, fully exports from Europe, with no flexibility to shift some of the production capacity to North America, and with pricing power that is increasingly questioned," Battistini wrote in a note on Friday. Trump's severe tariffs have called the profit outlook for almost every company and sector into question. President Trump unveiled a baseline tariff rate of 10% that will go into effect on April 5. A higher tariff rate will start on April 9 for about 60 countries that the administration considers to be the worst trade offenders. Read more: What Trump's tariffs mean for the economy and your wallet Europe, where many luxury goods giants such as LVMH (MC.PA), Kering (KER.PA), and Burberry (BRBY.L) manufacture their goods, was hit with a 20% tariff. The Kraneshares Global Luxury Index ETF (KLXY) declined by 10% this past week, worse than the MSCI Europe Index's drop of 4%. The ETF counts LVMH, Kering, and Moncler (MONC.MI) as top holdings. The sector will not only see their cost of goods sold rise meaningfully but also face rising odds of a US recession — suggesting a pullback in demand even among high-income consumers. "Beyond the margin pressure short term, we are even more mindful that the impact from the announced tariffs will also likely translate into a headwind to the underlying demand, in both the short term (due to higher level of uncertainty and stock market volatility, usually both impacting consumer confidence) and medium term (due to likely rising inflation," Battistini wrote. Read more: How to protect your money during economic turmoil, stock market volatility JPMorgan's research shows luxury goods players are already jacking up prices to compensate for the anticipated costs of tariffs. Ferragamo (SFER.VI) raised the price of its Hug handbag by 4% and its elasticated ballet flat shoes by 6% both in the UK and France within the last week. The Hug handbag now sells for $3,100, while the elasticated ballet flats fetch $695. The company also raised the price of the elasticated ballet flat shoes by 3% in China and by 8% in Japan last week, JPMorgan's research found. The price of Hug handbags went up by 3% in Japan as well. Story Continues "The aspirational consumer is going to be in hibernation as the impact of February/March Challenger job cuts report planned layoffs start to hit," Tematica Research chief investment officer Chris Versace told me. JPMorgan's Battistini warns Swiss watchmakers could be hard hit given a possible demand pullback and already competitive market dynamics. Versace said, "Those costs into the US are going to move meaningfully higher — so much for a new Rolex, despite all the new models they just unveiled." Brian Sozzi is Yahoo Finance's Executive Editor. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com. Click here for all of the latest retail stock news and events to better inform your investing strategy View Comments |
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| 20.03.25 13:55:03 | Bears are Losing Control Over Burberry Group (BURBY), Here's Why It's a 'Buy' Now | |
| The price trend for Burberry Group PLC (BURBY) has been bearish lately and the stock has lost 13.5% over the past week. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support. The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street analysts in raising earnings estimates for this company enhances its prospects of a trend reversal.1-month candlestick chart for BURBY What is a Hammer Chart and How to Trade It? This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.' In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price. When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal. Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors. Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators. Here's What Makes the Trend Reversal More Likely for BURBY There has been an upward trend in earnings estimate revisions for BURBY lately, which can certainly be considered a bullish indicator on the fundamental side. That's because a positive trend in earnings estimate revisions usually translates into price appreciation in the near term. Over the last 30 days, the consensus EPS estimate for the current year has increased 8.1%. What it means is that the sell-side analysts covering BURBY are majorly in agreement that the company will report better earnings than they predicted earlier. Story Continues If this is not enough, you should note that BURBY currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Moreover, the Zacks Rank has proven to be an excellent timing indicator, helping investors identify precisely when a company's prospects are beginning to improve. So, for the shares of Burberry Group, a Zacks Rank of 2 is a more conclusive fundamental indication of a potential turnaround. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Burberry Group PLC (BURBY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 27.02.25 06:00:56 | From recycled gold to conflict-free diamonds, navigating the ethical side of jewellery |  |
| Otiumberg is striving to make a difference in an industry often criticised for opaque supply chains and environmental harm. Photo: Otiumberg·TRISH WARD/Otiumberg Sustainability and transparency are reshaping consumer behaviour, with UK shoppers increasingly prioritising brands that align with their ethical values. A PwC survey revealed that three quarters of UK consumers value a brand's ethics, with four out of 10 willing to pay up to 10% more for sustainable products. According to a 2024 report by Ethical Consumer the UK’s ethical consumer market has now reached £141bn in value. One brand meeting this demand head-on is Otiumberg, a British jewellery company founded in 2016 by sisters Christie and Rosanna Wollenberg. It is striving to make a difference in an industry often criticised for opaque supply chains and environmental harm. Their B Corp certification recognises their dedication to balancing purpose with profit. Drawing on Christie’s experience at luxury fashion houses like Burberry (BRBY.L), and Rosanna’s background in branding, the duo launched the enterprise from a small, windowless studio in London, all the while juggling full-time jobs and family commitments. Read more: Urban Golf aims to drive indoor boom with venue in every UK city “Sustainability isn’t just about recycled materials,” says Rosanna. “It’s about responsibility – examining every aspect of our supply chain and striving for better.” Ethical craftsmanship Otiumberg emphasises materials like recycled gold and conflict-free diamonds certified by the Kimberley Process, a safeguard against so-called blood diamonds. They've also embraced lab-grown diamonds, produced using renewable energy, reflecting emerging trends in jewellery innovation. The jewellery industry has long faced criticism for its environmental and ethical shortcomings with recent discussions at a Kimberley Process plenary meeting in Dubai highlighting the need to redefine 'conflict diamonds.' The Modern Slavery Act (2015) and the UK’s Ethical Trading Initiative push brands to ensure transparency. Otiumberg’s solution is building lasting relationships with suppliers. Their first workshop partner remains integral to their operations, fostering mutual trust. Read more: AI will replace humans in translation within five years - Unbabel CEO “Transparency in jewellery is challenging,” Christie explains. “Open, honest relationships with suppliers enable us to create meaningful change and push boundaries in responsible design.” Timeless design Rejecting fast fashion trends, Otiumberg designs pieces that are meant to be timeless. Their bestsellers, unchanged for six years, aim to embody longevity and reduce waste. “Our pieces aren’t made for a six-month shelf life,” Rosanna explains. “They’re designed to last years, even decades. That’s the essence of responsible luxury.” Story Continues Otiumberg rejects fast fashion trends with pieces that are meant to be timeless. Photo: Otiumberg·TRISH WARD/Otiumberg Affordability without compromise Straddling the line between high-end luxury and accessibility, Otiumberg makes sustainable jewellery attainable. This approach is vital in the UK, where 58% of consumers are willing to spend more on sustainable brands but still value affordability. “Sustainability must be commercially viable,” says Rosanna. “Creating something wonderful is pointless if no one can afford it. Responsible luxury should be inclusive, not exclusive.” The flagship boutique In 2024, the Wollenberg sisters opened their flagship boutique at 2 Portland Road, Holland Park, London. More than a retail space, the store fosters customer connection and community engagement. “Jewellery is tactile — it’s about feeling its weight and craftsmanship,” says Christie. “Our boutique lets customers fully experience the Otiumberg collection. It’s also a chance to meet them, share our story, and build genuine relationships.” Read more:The rise of Hair Syrup: 'I never set out thinking I would be the next L’Oreal' The boutique hosts events like trunk shows and workshops, strengthening ties with the Holland Park community. Customers return not only for gifts but for the personalised experience the brand provides. The company's predominantly female team reflects its commitment to empowerment. From supporting female artisans to initiatives like its partnership with a mentoring charity, The Girls’ Network, "the brand is driven by purpose as much as profit." “Jewellery is about connection,” Rosanna says. “We create pieces that uplift everyone involved in bringing them to life.”Otiumberg emphasises materials like conflict-free diamonds and lab-grown diamonds, produced using renewable energy. Photo: Otiumberg·Otiumberg Strategic growth with Walpole’s mentorship Selected for Walpole’s prestigious Brands of Tomorrow program, Otiumberg is poised for growth. The year-long mentorship has honed its vision and prepared it for expansion. “Being part of Walpole was transformative,” says Rosanna. “Industry leaders helped refine our strategy and tackle challenges. We’re in a much stronger position now.” Alumni of the programme include some renowned names, positioning Otiumberg for similar success. With plans to expand their digital and physical presence, the brand’s trajectory is promising. Read more:‘Our vision is to create the most loved email platform in the world’ While the brand has already seen high-profile names like Julianne Moore and Anne Hathaway wearing their pieces, the team values the more personal, grassroots recognition — like spotting someone wearing Otiumberg pieces on the London tube. “We’ve learned to stop and appreciate where we are, whether that’s seeing a celebrity wear our jewellery or a customer messaging us to share their experience. It’s the small moments that make it all worthwhile,” says Christie. The future of responsible jewellery As demand for sustainable luxury rises, Otiumberg strives to lead the way. Its focus on ethical practices, timeless design, and community engagement aims to set a benchmark for the jewellery industry. “Responsibility is an ongoing journey,” says Christie. “We’re proud of our progress and aim to inspire others to embrace transparency and accountability.” With a thriving flagship store, loyal customers, and a clear mission, Otiumberg is redefining modern luxury. “Jewellery should bring joy — not just to the wearer, but to everyone who touches it along the way,” Rosanna concludes. Read more: 'Mouthwash has an old fashioned origin story – we want to breathe life back into oral care' 'The secrets of success as a CEO? Be a good person, honest and transparent' 'How I went from cricket to content creator documenting OnlyFans model Lily Phillips' Download the Yahoo Finance app, available for Apple and Android. View Comments |
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| 14.02.25 06:18:37 | Burberry Group (LON:BRBY) Could Be At Risk Of Shrinking As A Company | |
| To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications of aging. When we see a declining return on capital employed (ROCE) in conjunction with a declining base of capital employed, that's often how a mature business shows signs of aging. This indicates the company is producing less profit from its investments and its total assets are decreasing. On that note, looking into Burberry Group (LON:BRBY), we weren't too upbeat about how things were going. Return On Capital Employed (ROCE): What Is It? For those who don't know, ROCE is a measure of a company's yearly pre-tax profit (its return), relative to the capital employed in the business. Analysts use this formula to calculate it for Burberry Group: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.069 = UK£154m ÷ (UK£3.4b - UK£1.1b) (Based on the trailing twelve months to September 2024). So, Burberry Group has an ROCE of 6.9%. In absolute terms, that's a low return and it also under-performs the Luxury industry average of 12%. Check out our latest analysis for Burberry Group LSE:BRBY Return on Capital Employed February 14th 2025 In the above chart we have measured Burberry Group's prior ROCE against its prior performance, but the future is arguably more important. If you're interested, you can view the analysts predictions in our freeanalyst report for Burberry Group . What Can We Tell From Burberry Group's ROCE Trend? There is reason to be cautious about Burberry Group, given the returns are trending downwards. To be more specific, the ROCE was 21% five years ago, but since then it has dropped noticeably. Meanwhile, capital employed in the business has stayed roughly the flat over the period. This combination can be indicative of a mature business that still has areas to deploy capital, but the returns received aren't as high due potentially to new competition or smaller margins. So because these trends aren't typically conducive to creating a multi-bagger, we wouldn't hold our breath on Burberry Group becoming one if things continue as they have. The Bottom Line In the end, the trend of lower returns on the same amount of capital isn't typically an indication that we're looking at a growth stock. It should come as no surprise then that the stock has fallen 29% over the last five years, so it looks like investors are recognizing these changes. With underlying trends that aren't great in these areas, we'd consider looking elsewhere. Story Continues One more thing to note, we've identified 2 warning signs with Burberry Group and understanding them should be part of your investment process. If you want to search for solid companies with great earnings, check out this freelist of companies with good balance sheets and impressive returns on equity. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 31.01.25 05:17:28 | Several Insiders Invested In Burberry Group Flagging Positive News | |
| When a single insider purchases stock, it is typically not a major deal. However, when multiple insiders purchase stock, like in Burberry Group plc's (LON:BRBY) instance, it's good news for shareholders. While we would never suggest that investors should base their decisions solely on what the directors of a company have been doing, we would consider it foolish to ignore insider transactions altogether. View our latest analysis for Burberry Group Burberry Group Insider Transactions Over The Last Year The Chairman Gerard Murphy made the biggest insider purchase in the last 12 months. That single transaction was for UK£145k worth of shares at a price of UK£7.25 each. Even though the purchase was made at a significantly lower price than the recent price (UK£11.77), we still think insider buying is a positive. Because it occurred at a lower valuation, it doesn't tell us much about whether insiders might find today's price attractive. In the last twelve months Burberry Group insiders were buying shares, but not selling. You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date!LSE:BRBY Insider Trading Volume January 31st 2025 Burberry Group is not the only stock that insiders are buying. For those who like to find small cap companies at attractive valuations, this freelist of growing companies with recent insider purchasing, could be just the ticket. Insider Ownership Of Burberry Group I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders. A high insider ownership often makes company leadership more mindful of shareholder interests. Based on our data, Burberry Group insiders have about 0.03% of the stock, worth approximately UK£1.2m. I generally like to see higher levels of ownership. What Might The Insider Transactions At Burberry Group Tell Us? There haven't been any insider transactions in the last three months -- that doesn't mean much. But insiders have shown more of an appetite for the stock, over the last year. While we have no worries about the insider transactions, we'd be more comfortable if they owned more Burberry Group stock. So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing. For example - Burberry Group has 2 warning signs we think you should be aware of. But note: Burberry Group may not be the best stock to buy. So take a peek at this freelist of interesting companies with high ROE and low debt. Story Continues For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 29.01.25 11:24:09 | Luxury shares drop amid muted analyst reaction to LVMH sales growth | |
| Investing.com - Shares in luxury firms slipped on Wednesday after sector bellwether LVMH (EPA:LVMH) posted quarterly sales growth that received a tepid reaction from analysts. Luxury companies have been grappling with a slowdown fueled in part by economic weakness in key market China, although recent results from companies like Cartier-parent Richemont (SIX:CFR) and British fashion house Burberry (LON:BRBY) have bolstered hopes for a turnaround in 2025. On Tuesday, LVMH, parent of high-end brands like Louis Vuitton and Bulgari, highlighted strong returns in Asia, the U.S., and Europe during the fourth quarter. The regions helped lift organic revenue by 1% in the quarter, beating expectations of a 1.04% decline, according Bloomberg consensus estimates. Although LVMH’s sales performance improved sequentially -- particularly in fashion and leather goods, which was down by 1% organically in the fourth quarter compared to a 5% decline in the prior quarter -- the pace of the recovery did not match that of its peers or the higher expectations set by investors, analysts at JPMorgan Chase (NYSE:JPM) said. "We think this confirms that while the sector backdrop is improving, brand and category specific dynamics continue to play an essential role to drive traction with still very discerning consumers," the JPMorgan analysts said in a note, adding that they continue to think the operating environment remains bumpy and does not offer not much growth in the short term. Analysts at Vital Knowledge also flagged that because Richemont and Burberry posted "blow-out reports", investors will likely "not be shocked" by LVMH's numbers. In mid-morning European trading on Wednesday, LVMH shares had fallen by more than 5%, dragging down Gucci-owner Kering (EPA:PRTP), outerwear-maker Moncler (BIT:MONC), and cosmetics titan L’Oreal (EPA:OREP). The stock price of Hermes (EPA:HRMS), whose wealthier clients have somewhat insulated it from the broader luxury market's headwinds, was mostly unchanged. Prior to the start of U.S. trading, meanwhile, shares in beauty groups Estee Lauder (NYSE:EL) and Coty (NYSE:COTY) were lower. Related Articles Luxury shares drop amid muted analyst reaction to LVMH sales growth Analysis-AI stock shock could spark broader gains in US market European natural gas prices ascend amid supply uncertainties View Comments |
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| 27.01.25 17:30:55 | Burberry Stock Soars Nearly 16%--Takeover on the Horizon? | |
| Burberry (BBRYF) just dropped its Q3 FY25 numbers, and let's just sayinvestors have a lot to process. Retail revenue slid 7%, lower than expected, to 659 million ($822 million), with Asia Pacific taking the biggest hit (-9%) while the Americas held up with a 4% gain. CEO Joshua Schulman is still betting big on his "Burberry Forward" turnaround plan, doubling down on core products like outerwear and scarves. The "It's Always Burberry Weather" and "Wrapped in Burberry" campaigns have sparked some brand momentum, but with macroeconomic uncertainty still looming, the question iswill it be enough? Warning! GuruFocus has detected 6 Warning Sign with BBRYF. The stock, meanwhile, has been on a wild ride. Burberry just fell out of the FTSE 100 after hitting a 15-year low, which naturally kicked up takeover chatter. Moncler's name has been thrown around, but for now, potential buyers seem to be waiting for proofeither that Schulman's plan is working and the stock is still undervalued, or that it's flopping and they can swoop in for a bargain. If anyone's serious about making a move, they'll need to act fast before the turnaround picks up real momentum. And investors? They might already be buying in. Right after Burberry's latest update, shares ripped 15.7% higher. Analysts had expected a 12% comparable sales decline, but Burberry only reported a 4% decline, signaling improvement. The brand is still in the trenches, but if Schulman can pull off this reinvention, Burberry could be setting up for a major comeback in the luxury game. This article first appeared on GuruFocus. View Comments |
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