Puig Poised to Ride Premiumization Tailwinds, but Moat Elusive Given Narrow Fragrance Focus
We think chair and CEO Marc Puig has done a commendable job sharpening Puig’s premium focus and expanding its brand collection through acquisitions, thus positioning the small beauty product maker ...
No-Moat Lundbeck's Strategic Brands Drive Growth but Face Generic Pressure Amid Patent Losses
However, we still see areas of weakness in the portfolio, including upcoming patent losses and a highly uncertain pipeline due to the complexities of running CNS trials. Historically, the firm ...
Barclays raises Victory Capital stock target to $75, keeps rating
Barclays (LON:BARC) analyst Benjamin Budish adjusted the price target for Victory Capital Holdings, Inc. (NASDAQ:VCTR), increasing it to $75.00 from the previous target of $70.00. The firm maintained ...