Consumer – Luxury Goods: Second
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Consumer – Luxury Goods: Second

Francesca DiPasquantonio, Alexander (Warwick) Okines & team

Deutsche Bank

The Deutsche Bank trio led by Francesca DiPasquantonio, who works out of Milan, and London-based Alexander (Warwick) Okines falls from first to second place. One client appreciates the fact that the analysts are “plugged in” and “avoid groupthink consensus views.” They publish research on 16 companies and are unabashedly upbeat. “The sector continues to offer exciting long-term growth opportunities,” DiPasquantonio says. “It remains one of the most appealing to be exposed to, thanks to strong entry barriers, brand equity, pricing power, high-quality management and strong financials.” Italy’s Prada is a preferred stock, owing to the leather-goods maker’s “incredible brand momentum; amazing creativity, innovation and design; and operational platform, which is one of the strongest in the industry,” she explains. — Katie Gilbert


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