Lone Pine Increased Tiffany&Co. To 5.3%

Tiffany, Tiffany & Co. (NYSE:TIF), the world's second leading jeweler, submitted to 13G yesterday that private equity Lone Pine Capital LLC has increased its holdings of Tiffany and Co. (NYSE:TIF) Tiffany shares, currently holding 6852021 shares of common stock, accounting for 5.3% of the total shares.

News stimulated Tiffany & Co. (NYSE:TIF) Tiffany shares had an increase of 0.7% after the market.

According to the data,

(NYSE:TIF) Tiffany's performance in the two quarter in the Americas and Asia Pacific markets is better than the market expectations. The group raised its annual performance target for the second time in the current fiscal year, and raised the earnings per share for the year to January 31, 2015 as expected from the previous 4.15-4.225 US dollar to 4.20-4.30 US dollars. The market expects earnings per share to be $4.28.

In the two quarter of July 31st, Tiffany & Co. (NYSE:TIF) Tiffany realized a net profit of $124 million, an increase of 15.9% over the same period last year of 107 million dollars.

It rose to $0.96 from $0.83 in the same period last year, far exceeding the market forecast of $0.85, mainly due to rising sales and gross margin by 240 basis points to 59.9%.

An increase of $7.2% to $993 million over the same period was expected, with the market expected to be $987 million 900 thousand and a 3% increase in the same store sales.

Same store sales in the Americas market, which accounted for nearly 8% of the group's general revenue, increased by 9% to $484 million in real terms, while sales in the Asia Pacific region increased by 7%, and actual sales increased by 14% to 237 million US dollars, with strong demand in the Greater China region and Australia.

Sales in Europe increased by 8% to $120 million, while Japan sold 13% to 119 million dollars in a sluggish consumer demand.

Tiffany & Co. (NYSE:TIF) Tiffany, chief executive Michael Kowalski, said in the earnings report that she was satisfied with the outstanding performance of most product categories.

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Michael Kors last year's same store sales increased by 26.2% compared with the same period last year, net sales increased by 51% compared to the same period last year, up to 3 billion 170 million US dollars, and net profit increased by 66% compared to the same period last year, reaching 6.6 billion US dollars.

So who can copy the successful example of the next Michael Kors has become a hot topic in the global fashion industry recently.

In the field of "light extravagance", a number of powerful brands in the United States, such as Tory Burch, Marc Jacobs, Diane von Furstenberg, Kate Spade and so on, are all gearing up for their success. Whether they can successfully combine the brand personality and profitability and step into the fast lane of growth, so that the value of the company can be greatly improved remains to be investigated.

WWD's latest report has made a clear comb on this topic:

The achievement of Michael Kors myth is not accidental: the designer's personality charisma, the wide influence of design style, and all kinds of think-tank, including Lawrence Stroll, Cao Qifeng, and CEO John Idol.

More than 10 years ago, Michael Kors was on the verge of bankruptcy. The White Knight Lawrence Stroll and Cao Qifeng appeared in time, planning the route for the long-term development of the brand, and bringing together the following winning elements:

Experienced and active talents: Lawrence Stroll and Cao Qifeng played an important role in the success of the Tommy Hilfiger brand in the 90s of last century. Idol is a smart executive. She worked in Ralph Lauren, Donna Karan and so on.

Increase the mainstream serious exposure: Kors has established a reputation in the fashion industry for many years, and is rooted in the American fashion tradition. But the real opportunity to become famous and accepted by the public is the reality show "Project Runway".

Do high-end, unique fashion brands, but also to do in line with popular taste style.

Only by "democracy" can the brand be sold.