Research
FORUM TRANSCRIPT

Farfetch, Yoox-Net-A-Porter & the Future of Online Luxury – 25 November 2021

  • Public Equity
  • Consumer
  • Europe
PREMIUM

Specialist

Former senior director at Farfetch

Agenda

  • Why is Farfetch (NYSE: FTCH) investing directly in Ynap (Yoox Net-A-Porter) and what does this mean for the global luxury online market?
  • Impact of Richemont’s (VTX: CFR) Maisons selling via Farfetch and potential acceleration of hard luxury GMV growth
  • FPS’s (Farfetch Platform Services’) GMV growth outlook and new brand acquisition opportunities, including unit economics impact
  • Shift towards hybrid first- and third-party model and impact on revenue and GMV growth at Farfetch and Ynap
  • Additional consolidation expectations, including scope for deeper collaboration

Questions

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