Core Viewpoint - The retail sector presents undervalued investment opportunities despite its cyclical nature and competitive landscape, with potential for significant returns through careful selection of stocks [1][2][3]. Group 1: Richemont (CFRHF) - Richemont is recognized as one of the top European picks by JPMorgan, with a total return of approximately 1.3x over the past five years, supported by a five-year average return on common equity ratio of 11.5% [5][6]. - The company specializes in Veblen goods, which maintain demand throughout economic cycles, benefiting from strong spending power in its target market [6]. - Richemont's first half fiscal 2024 earnings report showed a 6% year-over-year revenue increase to €2.601 billion (approximately $2.8 billion), driven by a 14% rise in Asia Pacific sales and a 10% increase in Jewellery Maisons [7]. - The stock has a price-to-earnings-growth ratio of 0.7x and a five-year average dividend yield on cost of 3.8%, indicating strong fundamentals and providing a price floor [8]. Group 2: Rent The Runway (RENT) - Rent The Runway is a U.S.-based e-commerce platform for renting and buying apparel, with its stock price showing volatility due to its early-stage nature [11]. - The company reported fourth-quarter revenue of $75.8 million, exceeding estimates by $1.39 million, and provided guidance for revenue growth in 2024 between 1% and 6% [12]. - Despite a recent surge in stock price, RENT remains undervalued with a price-to-sales ratio of 0.1x, presenting potential for significant returns [13]. Group 3: Nike (NKE) - Nike is positioned to benefit from seasonal trends with its new summer product line and the upcoming Summer Olympics, enhancing its sponsorship opportunities [15]. - The company surpassed earnings estimates for the fiscal third quarter of 2024, beating revenue targets by $130 million and earnings-per-share targets by 23 cents, with footwear sales increasing by 2.4% and equipment sales by 20.8% year-over-year [16]. - Nike's consolidated revenue from China rose by 5% year-over-year to $2.08 billion, indicating systemic growth in the region [16]. - The stock's price-to-earnings ratio of 27.5x is at a 34% discount to its five-year average, and it offers a forward dividend yield of 1.6%, enhancing its investment appeal [17].

Shoppers line up to enter a Cartier store, a unit of Cie. Financiere Richemont SA, on Canton Road in the Tsim Sha Tsui area of Hong Kong. Shares of Swiss luxury group Richemont climbed as much as 6.3% Friday after the company reported record full-year sales, even as Asia-Pacific spending waned. The Cartier owner said group sales rose 3% at actual exchange rates to an all-time high of 20.6 billion euros ($22.38 billion) in the financial year ending in March, despite a weakening outlook for luxury brands. Sha ...

Investors with an interest in Retail - Jewelry stocks have likely encountered both Signet (SIG) and Compagnie Financiere Richemont AG (CFRUY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate ...

Investors with an interest in Retail - Jewelry stocks have likely encountered both Signet (SIG) and Compagnie Financiere Richemont AG (CFRUY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highli ...

Compagnie Financiere Richemont SA (OTCPK:CFRHF) Q2 2024 Earnings Call Transcript November 10, 2023 3:30 AM ET Company Participants Sophie Cagnard - Corporate Communications and IR Director Burkhart Grund - CFO Jerome Lambert - CEO Cyrille Vigneron - Cartier CEO Johann Rupert - Chairman Conference Call Participants Louise Singlehurst - Goldman Sachs Thomas Chauvet - Citi Research Zuzanna Pusz - UBS Luca Solca - Bernstein Antoine Belge - BNP Paribas Exane Edouard Aubin - Edouard Aubin Jon Cox - Kepler Cheuvre ...

Compagnie Financière Richemont SA (OTCPK:CFRHF) Q2 2022 Results Earnings Conference Call November 12, 2021 3:30 AM ET Company Participants Sophie Cagnard - Investor Relations Johann Rupert - Chairman Jérôme Lambert - Chief Executive Officer Burkhart Grund - Chief Finance Officer Cyrille Vigneron - Chief Executive Officer, Cartier Nicolas Bos - Chief Executive Officer, Van Cleef & Arpels James Fraser - Investor Relations Conference Call Participants Antoine Belge - Exane BNP Paribas Louise Singlehurst - Gold ...

Compagnie Financière Richemont SA (OTCPK:CFRHF) Q4 2021 Earnings Conference Call May 21, 2021 3:30 AM ET Company Participants Sophie Cagnard - Investor Relations Johann Rupert - Chairman Jerome Lambert - Chief Executive Officer Burkhart Grund - Chief Finance Officer Cyrille Vigneron - Chief Executive Officer, Cartier Nicolas Bos - Chief Executive Officer, Van Cleef & Arpels James Fraser - Investor Relations Conference Call Participants Louise Singlehurst - Goldman Sachs Francesca Di Pasquantonio - Deutsche ...

FY21 ANNUAL RESULTS 31 MARCH 2021 Certain of the matters discussed in this document about our and our subsidiaries' future performance, including, without limitation, store openings and closings, product introductions, sales, sales growth, sales trends, store traffic, Richemont's strategy and initiatives and the pace of execution thereon, Richemont's objectives to compete in the global luxury market and to improve financial performance, retail prices, gross margin, operating margin, expenses, interest expen ...

FY21 INTERIM RESULTS 30 SEPTEMBER 2020 Certain of the matters discussed in this document about our and our subsidiaries' future performance, including, without limitation, store openings and closings, product introductions, sales, sales growth, sales trends, store traffic, Richemont's strategy and initiatives and the pace of execution thereon, Richemont's objectives to compete in the global luxury market and to improve financial performance, retail prices, gross margin, operating margin, expenses, interest ...

Compagnie Financière Richemont SA (OTCPK:CFRHF) Q4 2020 Earnings Conference Call May 15, 2020 3:30 AM ET Company Participants Sophie Cagnard - Group Corporate Communications Director Johann Rupert - Chairman Jérôme Lambert - Chief Executive Officer Burkhart Grund - Chief Financial Officer Cyrille Vigneron - Chief Executive Officer of Cartier Nicolas Bos - Chief Executive Officer of Van Cleef & Arpels James Fraser - Investor Relation Executive Conference Call Participants Operator Ladies and gentlemen, welco ...