Burberry – Coronavirus Global Implications – 21 April 2020

  • Public Equity
  • Consumer
  • Europe


Former senior executive at Hugo Boss AG


  • Demand-side dynamics, expected losses, potential recovery in H2 2020 and online growth for Burberry (LON: BRBY)
  • Ability to match supply to new demand and move through excess inventory
  • Fixed vs variable costs through the P&L and cost mitigation opportunities


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