Why alternative data on product pricing matters to FLG companies results
This week we bring further evidence on the impacts of transparency caused by “webization” of services, that reach far beyond than mere…
Moncler (MONC:IM) Demand Outlook
We are experimenting a new Demand Watch Algorithm, and gave it a try in order to predict Moncler revenues. We analyzed all of our datasets combined…
Price and Sale loss in Luxury Goods
This week we bring further evidence on the impacts of transparency caused by “webization” of services, that reach far beyond than mere…
Alternative Data Vendor Event in London
RE Analytics has been selected for the second time in a row among the 30 vendors that will be present at the Alternative Data Showcase that will be…
Gucci (Kering KER:EN) alternative data indicators
Italian luxury label Gucci, owned by French fashion conglomerate Kering, has been on a winning streak since second half of 2016. An unprecedented…
Farfetch (IPO 2018) outlook based on alternative data
Farfetch, the UK based luxury-fashion ecommerce marketplace is planning to go public this year. We analyze here some of its key strengths and threats…
Outlook for Tods Group TOD:MIB based on alternative data
Tods Group, Italian manufacturer of luxury goods (mainly shoes) listed in Milan (TOD:IM) reported on March 8th earnings for 2017: Revenue declined by…
Announcement: alternative data for China search index
According to Bain & co, globally, the share of personal luxury goods purchased by Chinese nationals reached 32% in 2017. With that in mind, given…
Folli Follie’s store count trouble (FFGRP:GA)
As reported by the Financial Times (and by the several articles that followed trying to investigate the matter), Quintessential Capital Management…