LVMH – Tiffany Turnaround Progress in North America – 19 November 2021

  • Public Equity
  • Consumer
  • North America


Former divisional leader at Chanel Inc


  • Tiffany’s sales growth outlook and drivers in North America since January 2021 acquisition by LVMH (PAR: MC), highlighting customer acquisition, product competitiveness and pricing power
  • Distribution analysis – DOS (directly operated store) positioning and expansion opportunities, plus online penetration outlook
  • Gross and operating margin dynamics, including marketing requirements to sustain turnaround progress


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