Gildan's lack of pricing power and exposure to branded apparel sales support our no- moat rating.
excess returns nearing 3% are indicative of the company's developing moatiness and our positive moat trend rating. With a No- moat , Positive- moat -trend rating, improving operating leverage and recently reduced financial leverage, we view
to average 27% through 2017--well above cost of capital, reflecting our opinion that Landstar maintains a wide economic moat . In mid-December 2013, Landstar agreed to sell its supply chain operations (LSCS) to XPO Logistics for $87 million
activity and commodity prices dictate. Therefore, though the $38 million non-cash charge is material (at about 9% of average drilling sales for the first three quarters), we are maintaining our fair value estimate and no moat rating.
BNP Paribas' push into investment banking could erode its economic moat , as the bank moves outside the businesses and markets it knows best, and toward riskier, more competitive businesses.BNP Paribas
meeting in New York on Wednesday, Dec. 18 in which the company highlighted key strategic themes that supported our wide - moat thesis and strengthened our conviction in the company's long-term growth prospects. That said, we are comfortable
Zoetis' scale advantages and superior portfolio of products give it a wide moat .
Wide - moat Prada is continuing on an impressive growth trajectory and also navigating ..... the long-run brand equity in the Prada name (the major source of our wide moat rating), we believe expectations for the company are too robust, as investors
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We have reviewed our earnings forecasts for no- moat Amcom Telecommunication and updated our model to include the ..... up slightly from AUD 0.11 previously. We retain our no- moat and medium uncertainty ratings for Amcom. Although Amcom's