Opinion
Market Analysis: Capri Holdings, LSEG, UBS, Carlsberg, Disney, Under Armour, Estee Lauder
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Capri Holdings: More pressure on Michael Kors to deliver a turnaround after Versace sales; Michael Kors has been slow to respond to trends, but there are opportunities in Asia outside the North American market. LSEG hit by Anthropic’s launch: proprietary data is difficult to replicate via AI alone; pricing power may shift from platforms to data.
P.ublished 7th February 2026