April 13th, 2021 | 09:38 CEST
BMW, RYU Apparel, Puma - Attention! Wrap up warm!
It is likely that another extension and tightening of the lockdown due to the Coronavirus will be announced this week. As a result, brick-and-mortar retail will remain closed. This acts as a fire accelerator for the industry, which has been in crisis for quite some time. Shopping on the Internet is increasingly becoming the new normal. Innovative brands that provide consumers with a unique customer experience in addition to the pure product are gaining ground here, on all channels. The potential is enormous!
time to read: 3 minutes
|
Author:
Stefan Feulner
ISIN:
DE0005190003 , CA74979J4072 , DE0006969603
Table of contents:
"[...] Having Investors like Robert Friedland and Rob McEwen come in with CVMR and Terra Capital really was terrific. [...]" Terry Lynch, CEO, Power Nickel Inc.
Author
Stefan Feulner
The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.
Tag cloud
Shares cloud
The big players within reach
The opportunities are great to quickly achieve critical mass on the World Wide Web through a perfect omnichannel strategy. The urban lifestyle brand RYU Apparel wants to make consistent use of this. After a restructuring and almost complete replacement of the management, the self-imposed benchmark is CAD 100 million in sales by 2025. CEO Cesare Fazari has the vision to build the leading urban apparel brand and wants to be mentioned in the same breath as top brands such as Lululemon, Roots and Canada Goose. RYU is expected to stand at a billion-dollar valuation in 2030. Currently, the stock market value is a slim EUR 13.9 million.
Incredible speed
The statement of the Company's leader sounds highly ambitious, but the opportunities are more than given. Thus, the award-winning urban sports brand was completely turned around after the management change. "Respect Your Universe" wants to create a perfect symbiosis of the three areas of fashion, sports and lifestyle in your collections and thereby occupy a unique selling proposition in a lucrative niche. Last year, the course for a successful 2021 was set at a rapid pace.
In several rounds of financing, a total of around CAD 6 million was raised to fund further growth. As the official outfitter of the Canadian National Skateboarding Team and the NFL Alumni Academy, long-term partnerships were established that will significantly increase brand awareness. In addition, product placements are to be incorporated into the new TV series "The Count" through a partnership with Branded Entertainment. A North American campaign for Generation Active has also been planned with Zoom Media to reach 35 million fitness members across Canada and the United States.
Expansion ahead
With the reopening of company-owned flagship stores, expansion into Europe and the United Kingdom, and supply chain optimization, the agenda's following goals are to accelerate organic growth further. The acquisition of Kosan Travel Apparel also added functional travel apparel to the product range. To maintain the growth pace, a private placement of secured convertible notes bearing interest at 7% per annum is currently underway for total gross proceeds of up to USD 10 million. The growth rate of the Canadians is enormous. By filling its management team with experienced industry leaders, RYU Apparel should be able to scale tremendously over the next few years. A long-term opportunity for a fascinating story in a rapidly growing overall market.
Comeback after weak final quarter
The sporting goods market is forecast to be worth USD 208 billion by 2025, with annual growth rates of between 5% and 10%. The industry is booming. Puma is the fourth-largest sporting goods manufacturer in the world after Nike, Adidas and VF Corporation, with annual sales of EUR 5.2 billion, consolidated net income of EUR 78.9 million and more than 14,000 employees in 2020. After a disappointing final quarter of 2020, analysts expect a much better quarterly result to be announced on April 28. Goldman Sachs expects a solid start to the year for the sporting goods company and expects strong tailwinds from the latest US stimulus program. Earnings expectations were raised and the price target was increased from EUR 95 to EUR 104. UBS issued a buy rating and set the target at EUR 100.20. The DZ Bank experts remain at "sell," although the price target was raised from EUR 73.00 to EUR 80.00. The share is currently trading at just under EUR 92, just below its all-time high.
Historic record
Strong sales figures for the first quarter of 2021 were delivered by the Bavarian automaker BMW. Deliveries of the BMW, Mini and Rolls-Royce brands grew by a total of 33.5% year-on-year to 636,606 vehicles in the first quarter of fiscal 2021. In particular, strong demand for electrified cars boosted sales. From a chart perspective, the BMW share seems somewhat overheated by the brilliant rally.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.
Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.
Risk notice
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.
The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.
