Core Viewpoint - Burberry is facing significant challenges in the Chinese luxury market, which has cooled down after a period of growth during the pandemic, leading to a strategic shift in the company's approach to marketing and product offerings [2][6][10]. Group 1: Market Conditions - The Chinese luxury market has experienced a drastic shift since 2020, with a surge in luxury consumption during the pandemic followed by a sharp decline starting in the second half of 2023 [2][6]. - Globally, the luxury goods industry is also facing difficulties, with Bain & Company projecting a 1% decline in global luxury sales for 2024 and a downward adjustment for 2025 from a growth forecast to a decline of 2% to 5% [6]. Group 2: Company Performance - Burberry's revenue for the fiscal year 2025 is expected to decline by 15% at constant exchange rates, with comparable store sales in mainland China down by 15% and a 16% drop in the Asia-Pacific region, which accounts for nearly half of Burberry's business [6][10]. - The company has acknowledged that its rapid brand innovation efforts may have been excessive, leading to challenges in managing brand transformation amidst market fluctuations [6][10]. Group 3: Strategic Initiatives - Under the new CEO Joshua Schulman, Burberry has launched the "Burberry Forward" transformation strategy, focusing on inventory management, cost reduction, and enhancing collaboration between commercial and creative teams [7][10]. - The company aims to strengthen its local marketing efforts in China, recognizing the need for a more localized narrative to resonate with younger consumers who increasingly identify with domestic culture [9][10]. Group 4: Consumer Engagement - Burberry is upgrading its existing stores and considering innovative concepts like introducing cafes in larger stores to attract a broader customer base [10]. - The brand is adjusting its pricing strategy, lowering prices on non-core items while maintaining premium pricing on key products like trench coats, aiming to appeal to a wider range of consumers, including the middle class [10][11]. Group 5: Future Outlook - Despite current economic pressures, Burberry remains optimistic about the Chinese market, which continues to produce a new generation of consumers with purchasing power [11].

Burberry's ( OTCPK:BURBY ) strategic new plan, Burberry Forward, was launched in November 2024 and promised to "reignite brand desire, improve our performance and drive long-term value creation." This article looks at whether the new approach has been successful.My approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I als ...

瑞银将博柏利目标价从918便士上调至1400便士。 ...

智通财经5月15日电，瑞银将博柏利目标价从918便士上调至1400便士。 ...

Group 1 - Burberry plans to cut 1,700 jobs globally, representing 18% of its workforce, to reduce costs and facilitate business transformation [1][3] - The company aims to save an additional £60 million (approximately $80 million) over the next two years, with the layoffs primarily affecting office positions [3] - The layoffs are part of a broader cost-saving initiative that includes procurement and real estate, with one-time costs expected to total around £80 million, mostly in cash [3] Group 2 - In the last fiscal year, Burberry reported an adjusted operating profit of £26 million, exceeding analyst expectations of £11 million, but significantly down from £418 million in the previous year [4][5] - Comparable sales in the fourth quarter fell by 6%, better than the average analyst expectation of a 7% decline, with sales in the Americas and Europe, Middle East, India, and Africa down by 4%, and Asia-Pacific down by 9% [5] - The company faces challenges due to geopolitical developments and a weakening consumer confidence, particularly affecting its appeal to aspirational consumers [5][8] Group 3 - Burberry is in the early stages of a business transformation plan led by CEO Joshua Schulman, who joined in 2024 [6][7] - Schulman is focusing on enhancing the popularity of trench coats and scarves while reducing emphasis on handbags, which are not traditional strengths of the brand [7] - The American market accounts for about 19% of Burberry's global business, and while there was initial momentum, the situation has become more volatile as the company approaches February 2025 [7][8]

Core Viewpoint - Burberry's fourth-quarter sales decline was less than market expectations, while the adjusted operating profit for the full year reached £26 million, exceeding market forecasts but significantly lower than last year's £418 million [1] Group 1: Financial Performance - The adjusted operating profit for the full year was £26 million, which is higher than market expectations [1] - The operating profit is substantially lower than the previous year's figure of £418 million [1] - The decline in fourth-quarter sales was less severe than anticipated by the market [1] Group 2: Strategic Changes - Burberry plans to cut nearly one-fifth of its workforce as part of its restructuring efforts [1] - The new CEO is attempting to reverse the company's current downturn [1] Group 3: Market Context - The company's efforts to enter the high-end fashion segment have failed amid a global decline in luxury goods demand [1]

An Equestrian Knight Device logo on a flag outside the Burberry Group Plc luxury boutique in London, UK, on Tuesday, May 13, 2025.Burberry on Wednesday announced a slew of organizational changes, amid continued turnaround efforts at the embattled luxury house.The company said the measures could lead to a "reduction in people-related costs which could impact around 1,700 roles globally" over the lifetime of the program, set to complete in 2027.Burberry sales fell slightly less than expected in the fourth qua ...

Group 1 - The core viewpoint is that China will continue to be a growth engine for high-end industries and play a significant role in global consumption [1] - Chinese consumers' pursuit of high-quality services is driving local market upgrades and providing important momentum for global consumption model innovation [1] - The Chinese consumption market, due to its large scale and leading digitalization, holds a crucial position in the global economic landscape [1] Group 2 - In the high-end consumption sector, Chinese consumers are increasingly demanding brand connotation and product quality, influencing global high-end consumption trends [1] - The growing cultural confidence among Chinese consumers is prompting multinational brands to engage deeply with local culture, showcasing a profound understanding of Chinese culture in their products [1] - Burberry has confidence in the fundamental resilience of the Chinese economy and its strong influence on global luxury consumption growth [1] Group 3 - Burberry has participated in the China International Consumer Products Expo for five consecutive years, witnessing its development into the largest consumer goods exhibition in the Asia-Pacific region [2] - The expo serves as an important platform for promoting consumption and driving high-quality development in the Chinese market [2] - The open theme of the expo reflects China's commitment to expanding openness and sharing market opportunities with the world, providing a stable and open market environment for long-term investment and development [2]

| 名称 = | 代码 : | 最新价 | 开营 | 高 | | 涨跌额 = | 涨跌幅 ÷ | | --- | --- | --- | --- | --- | --- | --- | --- | | 器 Burberry（博柏利） | BRBY | 661.0 | 715.0 | 741.8 | 657.6 | +33.2 | +5.29% | | * 历峰集团 | CFR | 135.75 | 148.30 | 148.30 | 134.60 | +6.70 | +5.19% | | 路易威登 | LVMH | 524.20 | 547.40 | 548.00 | 520.40 | +25.80 | +5.18% | | Hugo Boss AG | BOSSn | 33.220 | 35.000 | 35.140 | 32.860 | +1.320 | +4.14% | | + Swatch Group | UHR | 131.20 | 142.00 | 142.00 | 130.95 | +4.75 | +3.76% | | 欧莱雅 | OREP | 347.05 | 345.80 | 358.85 ...

Core Viewpoint - Burberry Group PLC (BURBY) has experienced a bearish trend, losing 13.5% in the past week, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, with reduced selling pressure, suggesting that bulls may be gaining control [2][4]. - A hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a downtrend, buying interest emerges at lower prices [3][4]. - The occurrence of a hammer pattern at the bottom of a downtrend signals that bears may be losing control, which could lead to a trend reversal [4]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for BURBY, which is a bullish indicator, as it typically correlates with price appreciation [6]. - Over the last 30 days, the consensus EPS estimate for BURBY has increased by 8.1%, indicating that analysts expect better earnings than previously predicted [7]. - BURBY holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, suggesting strong potential for outperformance in the market [8].