Burberry Group PLC

Burberry Group designs, makes, sources and sells luxury products under the Burberry brand. Co.'s products are for women, men and children and include apparel, accessories, and beauty. Co.'s products are sold globally through its directly operated store network and online at Burberry.com, as well as through franchisees and third-party retailers, both offline and online. In a few selected areas such as Eyewear and Beauty, Co. uses the product and distribution capability of licensing partners. Co. operates in three regions: Asia Pacific; Europe, Middle East, India and Africa; and Americas. As of Mar 31 2017, Co.'s store portfolio had 469 directly-operated stores and 48 franchise stores.
  • TickerBRBY
  • ISINGB0031743007
  • ExchangeLondon Stock Exchange
  • SectorPersonal Goods
  • CountryUnited Kingdom

Analysts

Loic Morvan

BURBERRY: First positive signs, but still a long way to go! | NEUTRAL vs. SELL | 1780p vs. 1710p (-4%)

BURBERRY - NEUTRAL vs. SELL | 1780p vs. 1710p (-4%) First positive signs, but still a long way to go! First positive signs of Tisci collection but 2020 sales stable Streamlining of distribution 2020 EBIT margin set to be broadly stable Neutral versus sell

Jelena Sokolova

Morningstar | Burberry Reports Results Largely as Expected, Maintains 2020 Guidance; Shares Fairly Valued

We are maintaining our narrow moat rating and GBX 1,790 fair value estimate for Burberry as the company reported preliminary full-year results in line with our expectations. We see the shares as fairly valued. Revenue was flat versus our forecast of down 1.5%, affected by the beauty transition from in-house operation to licensing. Excluding the beauty transition, growth was 2% versus the 1% we forecast. Comparable sales growth was 2%. The business continues to be affected by channel rationalization on the wholesale and retail side as the company shifts to more high-end positioning. While com...

Jelena Sokolova

Burberry Reports Results Largely as Expected, Maintains 2020 Guidance; Shares Fairly Valued

We are maintaining our narrow moat rating and GBX 1,790 fair value estimate for Burberry as the company reported preliminary full-year results in line with our expectations. We see the shares as fairly valued. Revenue was flat versus our forecast of down 1.5%, affected by the beauty transition from in-house operation to licensing. Excluding the beauty transition, growth was 2% versus the 1% we forecast. Comparable sales growth was 2%. The business continues to be affected by channel rationaliza...

Victor Floc’h

BURBERRY: FY 19 results almost in line and FY 20 guidance confirmed | SELL | 1710p(-11%)

BURBERRY - SELL | 1710p(-11%) FY 19 results almost in line and FY 20 guidance confirmed 2% lfl retail sales increase Adjusted EBIT of GBP438, slightly below expectations FY 2020 guidance confirmed Sell recommendation maintained

MarketLine Department

Tommy Hilfiger Licensing LLC - Strategy, SWOT and Corporate Finance Report

Tommy Hilfiger Licensing LLC - Strategy, SWOT and Corporate Finance Report Summary Tommy Hilfiger Licensing LLC - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Tommy Hilfiger Group (Tommy Hilfiger), a subsidiary of Philips-Van Heusen Corporation, designs, and markets apparels and accessories. The company's product portfolio includes apparel, accessories, sports...

Loic Morvan

BURBERRY: First positive signs, but still a long way to go! | NEUTRAL vs. SELL | 1780p vs. 1710p (-4%)

BURBERRY - NEUTRAL vs. SELL | 1780p vs. 1710p (-4%) First positive signs, but still a long way to go! First positive signs of Tisci collection but 2020 sales stable Streamlining of distribution 2020 EBIT margin set to be broadly stable Neutral versus sell

Jelena Sokolova

Morningstar | Burberry Reports Results Largely as Expected, Maintains 2020 Guidance; Shares Fairly Valued

We are maintaining our narrow moat rating and GBX 1,790 fair value estimate for Burberry as the company reported preliminary full-year results in line with our expectations. We see the shares as fairly valued. Revenue was flat versus our forecast of down 1.5%, affected by the beauty transition from in-house operation to licensing. Excluding the beauty transition, growth was 2% versus the 1% we forecast. Comparable sales growth was 2%. The business continues to be affected by channel rationalization on the wholesale and retail side as the company shifts to more high-end positioning. While com...

Jelena Sokolova

Burberry Reports Results Largely as Expected, Maintains 2020 Guidance; Shares Fairly Valued

We are maintaining our narrow moat rating and GBX 1,790 fair value estimate for Burberry as the company reported preliminary full-year results in line with our expectations. We see the shares as fairly valued. Revenue was flat versus our forecast of down 1.5%, affected by the beauty transition from in-house operation to licensing. Excluding the beauty transition, growth was 2% versus the 1% we forecast. Comparable sales growth was 2%. The business continues to be affected by channel rationaliza...

Victor Floc’h

BURBERRY: FY 19 results almost in line and FY 20 guidance confirmed | SELL | 1710p(-11%)

BURBERRY - SELL | 1710p(-11%) FY 19 results almost in line and FY 20 guidance confirmed 2% lfl retail sales increase Adjusted EBIT of GBP438, slightly below expectations FY 2020 guidance confirmed Sell recommendation maintained

Ng Adrian

Burberry Group

Alex Koagne ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Hela Zarrouk
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Léopold Authié
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/09/2018

...

Alex Koagne ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Bruno Cavalier
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Hela Zarrouk
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Léopold Authié
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/11/2018

...

Alex Koagne ...
  • Bruno Hareng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Laurence Hofmann
  • Léopold Authié
  • Michael Foundoukidis
  • Nicolas Kieffer

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/12/2018

...

Alex Koagne ...
  • Bruno Hareng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Laurence Hofmann
  • Léopold Authié
  • Michael Foundoukidis
  • Nicolas Kieffer

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/07/2018

...

BURBERRY GROUP PLC. sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of BURBERRY GROUP PLC. (GB), active in the Clothing & Accessories industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 11, 2019, the closing price was GBp 1,751.50 and its target price was estimated at GBp 1,483.18.

Ng Adrian

Burberry Group

Ng Adrian

Burberry Group

Ng Adrian

Burberry Group

Ng Adrian

Burberry Group

MarketLine Department

Tommy Hilfiger Licensing LLC - Strategy, SWOT and Corporate Finance Report

Tommy Hilfiger Licensing LLC - Strategy, SWOT and Corporate Finance Report Summary Tommy Hilfiger Licensing LLC - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Tommy Hilfiger Group (Tommy Hilfiger), a subsidiary of Philips-Van Heusen Corporation, designs, and markets apparels and accessories. The company's product portfolio includes apparel, accessories, sports...

MarketLine Department

LVMH Moet Hennessy Louis Vuitton SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's LVMH Moet Hennessy Louis Vuitton SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by LVMH Moet Hennessy Louis Vuitton SA since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sus...

Burberry Group PLC – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

proxy report 12/07/2018

Item 2: Approve the Remuneration Report The structure is weighted more towards rewarding long-term performance. However, incentive pay, even without the recruitment award, was excessive and with the recruitment award it was grossly excessive. Furthermore, the recruitment award is not subject to performance conditions. Adjusted profit before tax determines 100% of the STI and 40% of the LTI, making incentive pay overly reliant on a single performancemetric. Item 15: Re-appoint the auditors The auditor's tenure exceeds our tenure limit of 10 years. PricewaterhouseCoopers LLP (PwC) have served...

Expert Corporate Governance Service (ECGS)

Etude l' AG du 13/07/2017

Item 2: Approve the Remuneration Policy.  The Remuneration Report was only approved by 86.7% of shareholders in the previous year. The Company states that they engaged with shareholders, but no further details are provided.   The quantum contiues to be excessive, with excessive benefits, a high base salary, and excessive potential variable remuneration, though the new policy reduces the maximum potential LTIP award considerably.  Variable remuneration will continue to be heavily dependent upon adjusted profit before tax, which determines the full bonus and half of the LTI as well.    Items 5 -...

Matthieu DRIOL

Analyse court terme - BURBERRY GROUP PLC : La tendance est baissière.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 1 588,24 p. La tendance baissière serait remise en cause au-dessus de 2 058,00 p.

Matthieu DRIOL

Short term view - BURBERRY GROUP PLC : The trend is bearish.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 1,588.24 p. The bearish trend would be challenged above 2,058.00 p.

Matthieu DRIOL

Analyse court terme - BURBERRY GROUP PLC : La tendance est baissière.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 1 588,24 p. La tendance baissière serait remise en cause au-dessus de 2 058,00 p.

Matthieu DRIOL

Short term view - BURBERRY GROUP PLC : The trend is bearish.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 1,588.24 p. The bearish trend would be challenged above 2,058.00 p.

Matthieu DRIOL

Analyse moyen terme - BURBERRY GROUP PLC : Les cours baissent.

La tendance est incertaine. Les cours baissent, et il y a une possibilité d'accélération baissière. Une nouvelle tendance baissière tente de démarrer.

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