- günstig bewertet Qualitätsmarke
- solides Geschäftsmodell: Net Cash, hohe FCF
- Marktaussicht unsicher: 2-4 % CAGR (Luxusmarken noch am besten aufgestellt: höchste Margen)
- Upsides: qualitity Earnings (Net Cash, hohe FCF), Marke, solides Management, Profitabilität, Innovation (Marken, Produktbildung: Fokus jüngere Kunden (Hugo: günstiger?), Beckham, ...)
- Downsides: geopolitsche Spannungen (Abkoppelung China, Russland), Regulierungen Nachhaltigkeit, Konkurrenz, Verlagerung Produktion in Verkaufsländer in Reaktion auf Klimavulnaribiätit der Supply Chain --> ggf. steigende Produktionskosten (abnehmende Profitmargen) vs. Risikoadjustierung, Veränderte Konsumentenfokus: Trend zu Home Office, Freitzeit/Outdoor/Reise-Mode,
- Erwartung Erholung ab 2025-2026
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Disclaimer
The user kgmaik89 holds no position in XTRA:BOSS. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
