http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 22 Jun 2026 11:13:11 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Herm%C3%A8s+can+regain+momentum+despite+China+weakness%2C+Jefferies+says/26671566.html <p>Investing.com -- Luxury goods maker Hermès International remains well positioned for long-term growth despite a disappointing start to 2026, with investors likely to focus on signs of improving momentum when the company reports second-quarter results on July 29, according to Jefferies.</p> <p data-start="401" data-end="726">The brokerage reiterated its Buy rating on the stock but lowered its price target to €2,000 from €2,400, citing continued mixed trends in China and a weaker-than-expected first quarter that shook confidence in the group&amp;#39;s ability to sustain its industry-leading growth and profitability.</p> <p data-start="401" data-end="726"></p> <p data-start="728" data-end="1128">Jefferies said first-quarter organic sales growth of 5.6% surprised investors, with wholesale weakness, http://www.streetinsider.com/Investing/Herm%C3%A8s+can+regain+momentum+despite+China+weakness%2C+Jefferies+says/26671566.html Mon, 22 Jun 2026 11:13:11 -0400 HRMS http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/General+News/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html <p>Investing.com -- Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.</p><p dir="ltr">In a note on Tuesday, the bank said “more Creative Directors are currently debuting at leading personal luxury goods brands than at any point in time over the past 30 years.” </p><p dir="ltr">According to Morgan Stanley, this “new burst of creativity” at houses such as Gucci, Bottega Veneta, and Dior has been well received at recent Milan and Paris fashion weeks, leading http://www.streetinsider.com/Investing/Morgan+Stanley+upgrades+LVMH+stock%2C+Kering+becomes+new+top+pick+in+luxury/25426891.html Tue, 07 Oct 2025 07:08:23 -0400 HESAF HESAY HRMS KERN LVMH LVMUY MCN PPRUY PRDSY PRTP http://www.streetinsider.com/Investing/UBS+upgrades+luxury+sector+but+sees+growth+recovery+delayed+until+H2+2026/25008236.html <p>Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons. </p> <p dir="ltr">The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."</p> <p dir="ltr">The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said. </p> <p dir="ltr">“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.</p> <p dir="ltr">On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only http://www.streetinsider.com/Investing/UBS+upgrades+luxury+sector+but+sees+growth+recovery+delayed+until+H2+2026/25008236.html Wed, 02 Jul 2025 08:29:41 -0400 BRBY BURBY CFR CFRJ CFRUY HESAY HRMS http://www.streetinsider.com/Investing/UBS+upgrades+luxury+sector+but+sees+growth+recovery+delayed+until+H2+2026/25008236.html <p>Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons. </p> <p dir="ltr">The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."</p> <p dir="ltr">The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said. </p> <p dir="ltr">“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.</p> <p dir="ltr">On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only http://www.streetinsider.com/Investing/UBS+upgrades+luxury+sector+but+sees+growth+recovery+delayed+until+H2+2026/25008236.html Wed, 02 Jul 2025 08:29:41 -0400 BRBY BURBY CFR CFRJ CFRUY HESAY HRMS http://www.streetinsider.com/Investing/UBS+upgrades+luxury+sector+but+sees+growth+recovery+delayed+until+H2+2026/25008236.html <p>Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons. </p> <p dir="ltr">The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."</p> <p dir="ltr">The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said. </p> <p dir="ltr">“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.</p> <p dir="ltr">On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only http://www.streetinsider.com/Investing/UBS+upgrades+luxury+sector+but+sees+growth+recovery+delayed+until+H2+2026/25008236.html Wed, 02 Jul 2025 08:29:41 -0400 BRBY BURBY CFR CFRJ CFRUY HESAY HRMS http://www.streetinsider.com/Investing/UBS+upgrades+luxury+sector+but+sees+growth+recovery+delayed+until+H2+2026/25008236.html <p>Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons. </p> <p dir="ltr">The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."</p> <p dir="ltr">The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said. </p> <p dir="ltr">“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.</p> <p dir="ltr">On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only http://www.streetinsider.com/Investing/UBS+upgrades+luxury+sector+but+sees+growth+recovery+delayed+until+H2+2026/25008236.html Wed, 02 Jul 2025 08:29:41 -0400 BRBY BURBY CFR CFRJ CFRUY HESAY HRMS