Prada Handbags

Prada Handbags

Mercredi 06 avril 2011

Coach Facing Margin Headwinds on Rising Costs and Discounting



Coach (NYSE:COH) is a leading American marketer of luxury lifestyle handbags and other fashion accessories for both men and women. The firm competes with other premium apparel and accessories players like Polo Ralph Lauren (NYSE:RL), Liz Claiborne (NYSE:LIZ), and AnnTaylor (NYSE:ANN), as well as high-end brands like Louis Vuitton, Hermes, Gucci and Prada.

The handbags division is the most valuable segment for Coach contributing more than 50% to the stock value. However, Coach’s handbags profit margin has been declining consistently from a historical high of above 40% in 2007. The decrease was a result of a combination of factors: promotional activities and price reduction to induce consumer spending during the recession, higher expenses from Coach-operated stores in North America, Japan and China, and a declining proportion of department stores & other retailers in Coach’s total handbags revenues.

We believe the above factors will continue to affect Coach’s sales in the coming years. While we anticipate Coach’s handbags EBITDA margin will decline to 32% by the end of Trefis forecast period, Trefis members expect a smaller decline in the margin, reaching 34%. The member estimates imply an upside of 4% to our price estimate for COH stock.

We currently have a Trefis price estimate of $57.04 for Coach’s stock, ahead of the market price of around $53.
Par pradahandbags1 - 0 commentaire(s)le 06 avril 2011
Samedi 02 avril 2011

Prada to file HK IPO documents by Friday: sources

The Milan-based company, known for its colorful Miu Miu dresses and Prada handbags, is set to file the so-called A1 listing application form with the Hong Kong stock exchange ahead of a planned listing at the end of June, the sources said.

Two sources said the filing is expected on Friday, while a third source said it could happen on Thursday.

Prada was not immediately available for comment.

The IPO, the first for an Italian company in Hong Kong, would come on the heels of other Hong Kong listings by overseas companies.

These include Russian aluminum maker UC RUSAL (0486.HK) and French skincare products retailer L'Occitane (0973.HK), which have looked to raise funds from deep-pocketed Asian investors and to benefit from higher valuations.

The group could raise at least 1.6 billion euros ($2.25 billion) and seek a valuation of around 15 times 2010 core earnings, above the 12.5 times average of the luxury sector, two other sources close to the issue said.

Prada posted earnings before interest, tax, depreciation and amortization (EBITDA) of around 536 million euros in the fiscal year ended on January 31.

The fashion house, run by Patrizio Bertelli and designer Miuccia Prada, has about a third of its 326 directly operated stores in Asia-Pacific, its fastest-growing market.

Prada has appointed Italian banks UniCredit SpA (CRDI.MI) and Intesa Sanpaolo (ISP.MI), both sitting on the company's board, along with Goldman Sachs (GS.N) and Credit Agricole's (CAGR.PA) CLSA brokerage as joint bookrunners and global coordinators of the IPO.

($1=.7110 Euro)

(Additional reporting by Antonella Ciancio and Massimo Gaia; Editing by Chris Lewis, Will Waterman and David Hulmes)

 

Par pradahandbags1 - 2 commentaire(s)le 02 avril 2011
Vendredi 01 avril 2011

Prada to float 20% of shares in Hong Kong: source

Prada to float 20% of shares in Hong Kong: source


MILAN (AFP) – Italian luxury house Prada is planning to sell a 20 percent stake on the Hong Kong stock exchange in a move that would value the group at up to eight billion euros.

The fashion group filed a request for its highly anticipated public offering to the Hong Kong Stock Exchange late on Wednesday, a source close to the company told Dow Jones Newswires said Thursday.

Should Prada successfully sell the 20 percent stake to Hong Kong investors, the company's would be valued at between seven and eight billion euros ($9.9-11.3 billion), the source said.

Prada announced in January it would make its first public listing on the Hong Kong bourse in a sign of Asia's growing appetite for designer goods.

The group has been keen to be list its shares for several years but had previously held back due to uncertain market conditions.

The listing is likely to take place in June or July.

Last October, the fashion powerhouse announced that it had re-opened the dossier and was looking particularly at Hong Kong on top of other possibilities such as Milan or London.

China is the world's fastest-growing market for luxury goods.

It is forecast to be the world's top buyer of products such as cosmetics, handbags, watches, shoes and clothes by 2015, according to consultancy PriceWaterhouseCoopers.

The group, which includes the Prada, Miu Miu, Church's and Car Shoe brands is 95 percent controlled by the Prada family and executives.

 

Par pradahandbags1 - 0 commentaire(s)le 01 avril 2011
Jeudi 31 mars 2011

Sunday Essays: High-end bags for less

Sunday Essays: High-end bags for less


LOUIS Vuitton, Coach, Gucci, Prada and Chanel are some of the most popular designer brands. From USA to Europe, from Australia to Asia, every lady dreams to own a bag from these popular designer bags. But what if it costs too much?


Bags for ladies today are more than just a storage thing; it serves as an accessory, a spice to every outfit especially if you have an LV bag or a Chanel pouch. It becomes a popularity mark.


Post your online prayers for Japan earthquake victims

Evelyn Salt, a 21-year-old student, loves bags. She describes herself as a bag addict. Surprisingly, she has bags like Burberry, Chanel, Coach and Louis Vuitton even though she is still a student.


She shares that these bags are just replica of high-end designer bags that she dreams of. She said that she can't afford those authentic designer bags because they are too expensive, so instead of just wishing all day long of owning one, she goes to famous Chinese stores on Uyanguren Street to buy replicas. She said she is satisfied with the bags because it looks original but she is not satisfied with the quality.


What are replica handbags? How can we identify that this is replica? Is the selling and buying of these replica bags legal?


Replica bags are created to resemble the look of high-end designer bags. It gives satisfaction to consumers who can’t afford to buy the authentic ones. Though in the first look, the replica bags may seem the perfect answer for hectic budget and to paying the high price tag of a famous name bag, there are several downsides on purchasing these replicas.


First, the quality is not good enough. It isn't durable. The materials used aren't of high quality unlike the authentic ones made with high quality leather, fabric and hardware. Second, the craftsmanship of these replicas is low which makes the bag cheaper.


In the market today, if a product sells like hotcakes, cheaper copycat versions are likely to follow. That is the system in the country today. Bags made in China are seen everywhere. They are cheap and some can satisfy the cravings of a bag addict.
That is why 7 out of 10 ladies prefer replicas because it is cheaper and for them, it is their way of being practical. Though majority prefers to own replica bags, there are still few who buy authentic products because they are after the durability of the bags.


They believe that these designer bags will last a lifetime. Jo-Ann Prasas, a 29-year-old district manager of a pharmaceutical, confesses her addiction to bags. She shares that every pay day she tries to buy or order a bag to satisfy her addiction. But it never crossed her mind to buy a replica only because she is very particular with the durability of the bag. She said that it is more practical to buy the authentic one because it will last for years and you can pass it to the next generation because of its durability.


Prasas also added that the authentic bags can now be pawned. For her, these bags become an investment.


Businesswoman Jeanette Rono, 49, has an online store that sells replica bags. She said that selling replica bags is easier than selling the authentic ones. She also said that she got her stocks from China and Korea but she defends that the bags she sells are class A so it really looks like the authentic one only that the quality is not the same.


The desire for designer bags and the demand for these have reached new heights. The designers of high-end bags find this issue alarming. Their profits had been affected by these replicas. The companies behind these high-end designer bags say that buyers are unwittingly underwriting organized crime, not to mention compromising the sanctity of intellectual property.


There are laws against the replication of hand bags in America and Europe but these are applied in Asian countries especially in the Philippines. Filipinos want to look like their favorite Hollywood celebrities carrying a Hermes or LV bags, but in a country like ours where poverty is everywhere, few people can only afford these high-end designer bags.


According to the copyright law, it is not illegal to copy the overall design of a handbag but what is illegal is the copying of the brand and the signature of the brand.


But why do we have replicas in the country? Is it mainly because the Filipino consumers are also fond in buying these replicas?


Is it a fake world that we are living right now? These fake products are putting the global market down. It can also be considered as a crime. For decades, creative intellectual properties have been covered by copyright law but there are no actions made by the government to stop this crime especially in the Philippines.


There is nothing wrong on being addicted to bags and to be fashionable with bags. Authentic or replica, it really doesn't matter. It is how you carry yourself with the bag.


Gucci, Fendi, Armani and Hermes are some of the brands that everyone wishes to have but not everyone can have. Quality versus quantity, durability versus practicality, authentic versus replica, legal versus illegal. We can always choose. It’s all up to us.

 

Par pradahandbags1 - 2 commentaire(s)le 31 mars 2011
Mercredi 30 mars 2011

Prada posts record year on Asian retail boom

Prada posts record year on Asian retail boom

operating profit in 2010 ahead of an expected stock market listing in Hong Kong as early as May.

The company, which also includes the Miu Miu, Church's and Car Shoe brands, said its earnings before interest, tax, depreciation and amortisation rose 85 per cent in 2010 compared with the previous year to €535.9m. Net revenues rose to €2.05bn, up 24 per cent at constant exchange rates and beating Prada's internal targets.

Following the earthquake in Japan, analysts have suggested that Prada, like other companies, may consider delaying its stock market listing later in Hong Kong due to the ensuing economic volatility.

However, a financial source close to the discussions said the company saw no reason to delay the listing. It is expected to list about 30 per cent of the group as it seeks to tap the higher valuations being gained by companies listing in Hong Kong compared with Europe.

Prada's figures come amid a sharp rise in luxury goods sales among the largest European groups as consumers from China, but also the US, Europe and the Middle East snap up expensive handbags and shoes.

It also follows moves by other family owned Italian fashion companies to boost their financial muscle in order to compete in the international luxury goods market. While Prada is considering a stock market listing in Hong Kong, Bulgari the family owned Roman jeweller, has opted for a buy-out by LMVH, the French luxury goods group.

Revenues at Prada, which started out as a Milan leather goods company based in the Galleria Vittorio Emanuele near the city's cathedral, had benefited from a rapid expansion of its directly owned stores. The group said it had 326 directly operated stores in 70 countries, up from fewer than 300 a year ago, and intended to invest in more stores in the coming months.

Sales grew 22 per cent on a like-for-like basis at its retail network compared with a rise of 6.5 per cent at its wholesale business at constant exchange rates. Sales from Prada's retail network account for 70 per cent of its total revenues.

The Asia-Pacific region, including China, led growth at the group with sales up nearly 50 per cent. Sales in the US were up 21 per cent and in Europe 20 per cent. In Japan, which accounts for 11 per cent of Prada's business, sales were up 16.6 per cent.

Patrizio Bertelli, who, with designer Miuccia Prada, is the mastermind behind the fashion group, said the results were the best in Prada's history and "today the Prada Group can count on a strong industrial and distribution platform, capable of seizing the best opportunities in all markets".

 

Par pradahandbags1 - 0 commentaire(s)le 30 mars 2011
Mardi 29 mars 2011

Would you wait 7 months for a handbag?


It could be a queue for a pop concert, a top nightclub or even the opening night at the theatre. But the hundreds of people lined up in a Hong Kong street are actually waiting to bag a bit of luxury.

“We're looking for new handbags,” says student Celeste Law as she queues patiently alongside her friend Karina Luh outside the supermarket-sized branch of Chanel on Hong Kong's Canton Road.

The students, both 20, already sport impressive accessories - Celeste carries a Louis Vuitton monogrammed bag, while her friend's is from Chanel.

Both work part-time and saved for over a year to buy their trophies.

“We want them because of the famous brand,” said Celeste. “What can I say? People will focus on your bag. It's about feeling confident.”

Even on a weekday morning, Canton Road is flooded with shoppers happy to pay a small fortune for a luxury tote, shoulder bag or evening clutch in its jumbo designer stores.

Many are from the Chinese mainland, and some even carry suitcases to get their purchases home. The market for such luxury has extended far beyond China's roughly 900,000 US dollar millionaires.

The market is now being driven by China's burgeoning middle class, with the truly rich going ever further upmarket - happily spending tens of thousands of dollars on the right bag.

Handbag sales for Prada alone grew by over 80 percent in China in 2010, Sebastian Suhl, chief operating officer at the Prada Group, told AFP, while those of the group's Miu Miu brand rocketed by over 500 percent.

“We believe we have only begun to scratch the surface of China's potential,” Suhl added.

The brokerage firm CLSA Asia-Pacific Markets predicts China will become the world's largest luxury goods market by 2020, accounting for 44 percent of worldwide sales and bigger than the entire global market is now.

Christina Ko, who blogs at HK Fashion Geek, said the Asian love of the luxury bag has become “a cultural fact. In the same way that Asians prefer rice to potatoes, they also prefer luxury handbags to non-branded ones.”

But as customers become more sophisticated, the demand is changing - bringing those who would previously have bought fakes into the market for the real thing.

“Middle class people are getting the Louis Vuitton bags, and the people who used to get them are now looking for something else,” Amanda Lee, who writes the Hong Kong-based blog Fashionography, told AFP.

Zuki Ho, a sales associate and mother, is one of the middle-class buyers boosting the industry: she owns 15 luxury handbags, and once spent HK$40,000 (US $5,135) “double her monthly salary” on a handbag.

She says she loves handbags because “I enjoy being watched on the street when I'm carrying the bag.” But she would never buy a fake - “I'm afraid of being found out,” she added.

Fakes remain big business in China, but genuine luxury is bigger.

And while women are a growing force in the Chinese designer market, men are not immune, competing fiercely over the most stylish 'man bag'.

At the second-hand luxury handbag store Milan Station in Hong Kong's upmarket Central district, bags sometimes sell for more than their retail price.

“People always ask for some kind of limited edition, a more expensive bag,” supervisor Jackie Lau told AFP. “People don't feel guilty about it (buying a designer bag) because it's like an investment.”

Customers can trade in their bags and take to the streets with a new one as often as they like, while those lucky enough to make it onto waiting lists for limited-edition bags can sell them straight to a second-hand store for a profit.

A waiting list is common for a truly coveted bag, with a wait of several months currently the norm for Mulberry's Alexa bag.

The ultimate bag of desire remains the Hermes Birkin, which famously takes 18 hours to make by hand. The crocodile skin version uses the finest sections of hide from four crocodiles.

It costs from $9,000 to an astounding $160,000 for one of the top diamond-studded models, a Hermes spokeswoman told AFP.

Chinese women appeared immune to the “luxury shame” that affected females in other parts of the world during the global economic downturn, the consultancy Bain & Company said last year.

But while handbags are traditionally used to broadcast one's success and good fortune, this too may be changing as more and more women join the designer-toting club.

Lee herself has a denim Chanel bag, a gift from family - but carries it “so that no one sees the double C (logo)”, she said.

“People would know (who the designer was) already if they were really into Chanel, from the shape and so on, but I feel like there's no need to let the entire world know.” - AFP
Par pradahandbags1 - 1 commentaire(s)le 29 mars 2011
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