Fashion Screener Wrap-Up 👗
#Fashion outperformed expectations across the board.
Each company manages unique pressures: scarcity, seasonality, inventory and timelessness.
Time to pick who advances!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
The Clear Standout 👑
#Hermes dominates the top-right corner by such a margin it distorts the scale.
Their #ROIC is simply on another level!
(2/5)
Luxury Contrast 👜
#LVMH also moves forward!
More aggressive expansion than Hermès, offering a useful contrast between two very different luxury strategies.
(3/5)
The Broader Group 👓
✅ #Moncler (seasonality)
✅ #Richemont (enduring accessories)
✅ #EssilorLuxottica (medical + fashion)
✅ #HM (adaptability + speed)
They all advance!
❌ Only #Adidas is excluded …
(4/5)
What Else 🧐
Full breakdown and graphs in #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
(5/5)
The Barn