\nWells Fargo, una dintre cele mai mari b\u0103nci americane, pariaz\u0103 pe ac\u0163iunile companiilor din retail \u00een 2020, printre favorite afl\u00e2ndu-se L Brands, compania-mam\u0103 a brandului Victoria\u2019s Secrets, \u015fi The RealReal, un retailer secondhand de lux, potrivit Market Watch.<\/p>\n
\nDup\u0103 un an 2019 \u00een care investitorii au c\u0103utat siguran\u0163\u0103 \u00een investi\u0163ii, anali\u015ftii Wells Fargo consider\u0103 c\u0103 \u00een 2020 ace\u015ftia sunt preg\u0103ti\u0163i pentru un risc mai ridicat al strategiei investi\u0163ionale.<\/p>\n
\n\u201cVedem oportunitatea pentru investitori de a \u2018juca ofensiv\u2019 (\u00een special la \u00eenceputul anului 2020) prin revenirea la unele dintre numele dep\u0103\u015fite care au stagnat \u00een ultimele 12 luni\u201d, transmit anali\u015ftii condu\u015fi de Ike Boruchow.<\/p>\n
\nVictoria\u2019s Secrets s-a luptat pentru rec\u00e2\u015ftigarea publicului \u00een ultimul an, ac\u0163iunile companiei sc\u0103z\u00e2nd cu circa 34% pe parcursul anului 2019. Compania-mam\u0103 s-a refocusat pe brandul de lenjerie intim\u0103 \u015fi a anun\u0163at c\u0103 are \u00een plan s\u0103 \u00eenchid\u0103 toate cele 23 de magazine Henri Badel precum \u015fi platforma online dup\u0103 s\u0103rb\u0103torile de iarn\u0103.<\/p>\n
\nDe asemenea, pentru a economisi bani, L Brands a anulat prezentarea de mod\u0103 Victoria\u2019s Secret Fashion Show pe fondul eforturilor de redresare a afacerii, precum \u015fi \u00een urma redeschiderii discu\u0163iilor de listare a companiei Bath & Body Works de sub umbrela L Brands, precum \u015fi a separ\u0103rii celor dou\u0103 branduri. \u00cen cel de-al patrulea trimestru al anului 2019, v\u00e2nz\u0103rile Bath & Body Works au crescut cu 9%, \u00een timp ce v\u00e2nz\u0103rile Victoria\u2019s Secrets au sc\u0103zut cu 7%.<\/p>\n
\nAc\u0163iunile L Brands s-au apreciat La New York cu circa 8% \u00een \u015fedin\u0163a de vinery, compania ajung\u00e2nd la o capitalizare de 4,8 miliarde de dolari.<\/p>\n
\nBanca californian\u0103 consider\u0103 c\u0103 \u201crev\u00e2nzarea va fi urm\u0103torul mare \u201eperturbator\u201d din industria de retail\u201d, iar The Real Real, care se focuseaz\u0103 pe retailul de lux, este preg\u0103tit s\u0103 creasc\u0103 \u00een 2020.<\/p>\n
\n\u201cEstim\u0103m c\u0103 pia\u0163a secondhand de lux la aproximativ 7 miliarde de dolari ast\u0103zi \u015fi credem c\u0103 singurul motiv pentru care pia\u0163a de rev\u00e2nzare nu este deja mai mare se datoreaz\u0103 lipsei de ofert\u0103 (inventar de aproape 200 de miliarde de dolari st\u0103 \u00een dulapurile consumatorilor, \u00eens\u0103 doar 3% intr\u0103 anual \u00een consigna\u0163ie)\u201d, spun anali\u015ftii Wells Fargo.<\/p>\n
\nAnali\u015ftii de la Wells Fargo mai pariaz\u0103 \u00een 2020 pe retailerul outlet Burlington Stores, pe Deckers Outdoor Corp. (compania-mam\u0103 a brandului Ugg) \u015fi pe retailerul britanic Asos.<\/p>\n
\nPe de alt\u0103 parte, Wells Fargo a ridicat \u0163inta de pre\u0163 pentru mai multe companii de mod\u0103 pentru anul 2020, printre care G-III Apparel Group, compania-mam\u0103 a brandului Kalvin Klein (de la 27 de dolari la 42 de dolari), Designer Brands Inc, compania-mam\u0103 a DSW (de la 16 dolari la 20 de dolari) \u015fi Capri Holdings Ltd., compania-mam\u0103 a Michael Kors (de la 35 de dolari la 47de dolari).<\/p>\n
\nAnali\u015ftii spun c\u0103 Michael Kors a avut parte de provoc\u0103ri \u00een ultimii doi ani, inclusiv o \u00eencetinire pe partea de en-gros \u015fi c\u0103 brandul Versace, cump\u0103rat \u00een septembrie 2018 de compania care de\u0163ine \u015fi Michael Kors, este subapreciat.<\/p>\n
\nLa polul opus, Wells Fargo a cobor\u00e2t \u0163inta de pre\u0163 pentru al\u0163i retaileri. \u00cen cazul Signet Jewelers \u015fi Hanesbrands, banca a redus \u0163inta de pre\u0163 de la 16 dolari la 12 dolari. Dac\u0103 v\u00e2nz\u0103rile brandurilor Champion, Fila sau Adidas (Hanesbrands) au avut un av\u00e2nt determinat de revenirea \u00een tendin\u0163e a curentului retro, \u00een ultima perioad\u0103 au fost mai degrab\u0103 caracterizate de o \u00eencetinire a cre\u015fterii. \u00cen urma retrograd\u0103rii, ac\u0163iunile Signet au sc\u0103zut \u00een prima \u015fedin\u0163\u0103 american\u0103 din an cu 13%, \u00eens\u0103 au un avans de 42% \u00een ultimul an, iar ac\u0163iunile Hanesbrands s-au depreciat joi cu 2%, dar au plus 16,4% \u00een ultimele 12 luni.<\/p>\n
\nIndicele SPDR S&P Retail ETF a crescut cu 11,4% \u00een 2019. Spre compara\u0163ie, indicele S&P 500 are un raliu de 33% \u00een aceea\u015fi perioad\u0103.<\/p>\n","protected":false},"excerpt":{"rendered":"
Wells Fargo, una dintre cele mai mari b\u0103nci americane, pariaz\u0103 pe ac\u0163iunile companiilor din retail \u00een 2020, printre favorite afl\u00e2ndu-se L Brands, compania-mam\u0103 a brandului Victoria\u2019s Secrets, \u015fi The RealReal, un retailer secondhand de lux, potrivit Market Watch. Dup\u0103 un an 2019 \u00een care investitorii au c\u0103utat siguran\u0163\u0103 \u00een investi\u0163ii, anali\u015ftii Wells Fargo consider\u0103 c\u0103 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7734,7386,7216,246,8199,399,13572],"class_list":["post-178842","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-analisti","tag-branduri","tag-bursa","tag-crestere","tag-haine","tag-retail","tag-victorie"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/178842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=178842"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/178842\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=178842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=178842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=178842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}