Hints and tips:
...Luca Solca, a retail analyst at Bernstein, said: “The industry was taken by surprise and there was no inventory to satisfy demand . . . [but] the situation on that front is normalising.”...
...“Now that the market knows the Redstone family is open for business, the list of potential buyers could expand,” says Bernstein’s Yoon....
...at $43bn at the end of September, or 4.1 times its earnings before interest, tax, depreciation and amortisation, while Paramount had $14bn in net debt, or 6.1 times its ebitda, according to analysts at Bernstein...
...Bernstein analyst Trevor Stirling said consumers were likely trading down to a more affordable label in the LVMH stable....
...Wheeldon’s choreography is fuelled and shaped by Bernstein’s 1954 Serenade, itself inspired by Plato’s Symposium on the nature of love....
...Bernstein luxury analyst Luca Solca describes the new price points as “punchy”. “Burberry is trying to price up to look as if it is in the premier league,” he says....
...Additional reporting by Anna Gross...
...Photographer’s assistant, Robin Bernstein. Digital operator, Luke Bennett. Fashion assistant, Mitja Olenik. Production, Virgilia Facey at Gather...
...Developing greenfield renewables projects in countries such as Iraq may provide a way to build a clean energy business at a lower cost, according to Bernstein’s Clint....
...“We believe the core product proposition of Netflix is ‘something new and different every day’, as opposed to ‘specific hit show XYZ,’” said Todd Juenger, analyst at Bernstein....
...Smaller-budget films, which don’t need to earn hundreds of millions of dollars in ticket sales to break even, may increasingly become an at-home experience, reports Anna Nicolaou. 5....
...Ahead of the results, Todd Juenger, an analyst at Bernstein, said: “Nothing has happened since the formal recombination to change our view”, noting that cord-cutting trends had worsened while competition...
...She has also consulted with Anna McLaughlin, a neuroscience and psychology researcher at King’s College London, who has highlighted the proven positive biological and emotional effects of certain meditation...
...“It’s a mix of good precaution and desperate measure — closer to desperate measure for these high-yield companies,” said Aneesha Sherman, senior European retail analyst at Bernstein....
...If Disney shuts its US parks it will suffer a $2bn hit to earnings before interest, tax, depreciation and amortisation in fiscal 2020 according to Bernstein analysts....
...Aaron Bernstein, a professor at Harvard Chan School of Public Health, said of his colleagues’ work: “People who have been living in places that are more polluted . . . are more likely to die from coronavirus...
...Bernstein analysts also argued the credit agencies “have got it backwards”, noting that they rate Netflix bonds at BB-, or “junk” level, while the struggling media group ViacomCBS is rated at BBB, giving...
...Todd Juenger at Bernstein last month said: “Nothing has happened since the formal recombination to change our view. What has happened in the time since we last updated and opined on CBS and [Viacom]?...
...Bernstein has forecast that Spotify’s revenues from podcasts could grow to $174m in 2025 from $11m this year....
...In the week up to March 22, ESPN’s primetime ratings were down 29 per cent compared to the previous week, according to Bernstein....
...Bruno Monteyne, food retail analyst at Bernstein, said that using debt to fund part of the capital spend on new fulfilment centres made sense and would increase returns to shareholders....
...Toni Sacconaghi, an analyst at Bernstein, said it was a “genius” move for Apple to give away 12 months of Apple TV+ for free to new buyers of iPhones, iPads and Macs....
...Todd Juenger, longtime media analyst at Bernstein, forecasts that the “table stakes of content spend to attract and retain subscribers . . . will overwhelm niche services like Starz”....
...Of course — especially given the timing of the Disney+ launch,” said Todd Juenger, analyst at Bernstein....
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