Hermes International SA Stock Forum

The 13 largest luxury companies by market cap. Four fun facts:
→ $LVMH's market cap is more than double the size of the bottom ten companies combined.
→ $RMS is by far the largest single-brand company on the list, at 3.3x the size of $RACE.
→ Despite owning 10+ brands including iconic maisons such as Gucci, Saint Laurent, Brioni, and Bottega Veneta, $KER's revenue is "only" ~€20B, compared to Hermès' >€13B.
→ Tiffany & Co. was acquired by LVMH during the pandemic at a $16B...

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1. Q: Your goal is to be the best stock fund. How do you select stocks?
A: To be clear, the best stock fund refers to risk-adjusted performance. Hot stocks may perform better in the short term, just like some hot stocks during the epidemic, but they may eventually return to calm.
2. Q: So how do you select stocks to achieve this goal?
A: We have many criteria. First, we look for companies with high returns on investment (ROIC or ROIE). Th...

Analysts from Bernstein and UBS suggest that Hermes' exposure to high-end clientele could explain its exceptional results and resilience amidst economic challenges. They believe that the brand is likely to outperform the sector in 2024 and deliver stronger topline growth.

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Hermès's strategy of restrained product output promotes brand resilience during market slumps, consequently upholding its stock value. However, this demand-based approach may prove challenging for other brands to replicate.