It's not just about tariffs; the Luxury Goods Industry is facing a perfect storm of a 'weak dollar + strong Gold.'
The threat of tariffs is just the tip of the iceberg. The depreciation of the dollar against the euro has directly weakened the profitability of European Luxury Goods companies in the USA market; the surge in Gold prices has increased the input costs for watch and jewelry manufacturers.
The RealReal Announces Timing of Its First Quarter 2025 Earnings Conference Call
Luxury Sector to Report Soft Start to Year as Trade War Takes Center Stage -- Earnings Preview
Institutional Investors May Overlook The RealReal, Inc.'s (NASDAQ:REAL) Recent US$70m Market Cap Drop as Long-term Gains Remain Positive
Tariffs Are Clouding Luxury's Growth. Some Stocks Are Well Positioned. -- Barrons.com
Telecom Tower REITs Shine Amid the Broader Market Rout
upton : great thx
upton :
Jonathan Cai : Spectral AI to 9.16? Something is wrong here.
upton : thx