Latest News
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Adobe confident despite trade war
Creative software maker Adobe remains confident of its performance this year, despite recent accelerations of the trade war between China and the US. Last week, President Trump added further tariffs on Chinese goods after talks broke down. Despite his threats not to ... -
Alphabet looks to consolidate lead in online advertising
There are really only three big names in online advertising: Google, Facebook, and Amazon. The first of those is undoubtedly the industry’s dominant force – and it plans to stay on top. This week, Alphabet’s Google looked to consolidate its lead on ... -
Want to drive a real James Bond supercar? You’re in luck…
British luxury car maker Aston Martin Lagonda, best known (in popular media, at least) as the provider of choice for fictional British superspy James Bond, is bringing a unique vehicle to market. The company has announced that it is re-creating the iconic DB5 ... -
Farfetch embraces pre-loved designer handbags
Luxury fashion platform Farfetch is launching an online pilot to support its sustainability strategy: the name of the game is used designer handbags, and Farfetch hopes to contribute to a circular fashion economy by buying and selling them online. The company says ... -
Big Pharma turns its attention to China
GlaxoSmithKline (GSK) and its peers are setting their sights on China. The world’s major drug makers (along with GSK, only three other companies really fit the bill: Merck, Pfizer, and Sanofi Pasteur) are looking for lucrative new markets, and China has ... -
Mixed results cause a drop, then a rise, in Take-Two’s share price
Take-Two Interactive, developers and publishers of market-leading video game franchises like Grand Theft Auto and Red Dead Redemption reported a mixed bag of earnings this week that sent its share price down sharply. Then up sharply. Why the indecision? Well, the ... -
Amazon deepens multichannel offering with click-and-collect counters in UK and Italian retail stores
Amazon is evolving its online retail platform further into the offline world, driving its way deeper into the high street and trying to take ownership of new, multichannel, shopping models. The ecommerce giant announced this week that it’s installing ... -
Constellation Brands is winning in beer – and it’s positioned to win some more
Guess what, the beer industry is kind of in decline nowadays. But one company, at least, is bucking that trend: Constellation Brands’ beer portfolio (which is dominated by the Corona and Modelo families of beer) has delivered an incredible 36 consecutive ... -
Clegg responds to breakup calls from Facebook co-founder
In a recent op-ed for the New York Times, one of Facebook’s co-founders referred to the company as a monopoly and claimed Mark Zuckerberg has “too much power” over it. Now, you may be scratching your head at the mention of a Facebook co-founder ... -
Givaudan offers advice to smaller prospective partners
Do you want to work with scent and flavour giant Givaudan, the company behind many of the tastes and aromas we take for granted in everyday life? If so, then Alex Bastos, the company’s global director of innovation, has some advice for you. Speaking at the ... -
Alibaba looks to international markets for growth
Chinese ecommerce powerhouse Alibaba is looking to let sellers from more countries onto its international platform, AliExpress, in a bid to supercharge growth. AliExpress, at the moment, enables Chinese sellers to access markets in more than 150 countries worldwide. ... -
EssilorLuxottica solves leadership dispute – peace breaks out between France and Italy
EssilorLuxottica, the eyewear giant that was once the world’s pre-eminent lens maker (France’s Essilor) and the world’s biggest frame maker (Italy’s Luxottica) has finally sorted out the leadership dispute that has plagued its short life so ... -
JD.com crushes the Street’s predictions for first quarter
Chinese ecommerce giant JD.com, the country’s second-largest online retailer after Alibaba, reported earnings last week that absolutely blew the Street’s expectations out of the water. With the backing of massive western partners Walmart and Alphabet, ... -
Amazon announces major move towards automation at its US warehouses
Ecommerce giant Amazon made a shock announcement yesterday: it’s automating a significant number of box-packers in its US-based warehouses. Why the shock? Although automation has long been assumed to be “just around the corner” there has been no ... -
Rihanna & LVMH: it’s official, and it’s coming soon
Earlier reports have been confirmed and it’s now official: the world’s largest luxury conglomerate, LVMH, and Barbadian pop-fashion sensation Rihanna, are joining forces to create a new fashion house. The joint venture will be launched under ... -
Marriott beats on earnings, but weak guidance holds share price back
Marriott International, the world’s largest luxury hotelier, reported earnings last week that exceeded analysts’ predictions. That was a nice surprise for investors, but less-welcome was an underwhelming guidance for the coming year and second-quarter. ... -
As tinder numbers rise, so does Match’s share price
Online dating giant Match Group reported quarterly earnings last week, demonstrating that the main driver of the company’s growth remains casual dating app Tinder. Tinder, which is geared to “hook-up” culture, and popular among time-lite ... -
Spotify is listening, with interactive ads
Music streaming market leader Spotify is experimenting with new ad technology that promises to bring sponsors and listeners closer together than ever before. As of right now, the tech, which focuses on voice activation software, will be used to refer listeners ... -
Facebook will work out of London to drive global WhatsApp mobile payments
Facebook, the world’s largest social media platform, is looking to monetise its market-leading messenger app WhatsApp. That’s been the plan for a while, but various elements, such as a spate of scandals over privacy and politics, have stymied the ... -
Booking Holdings: mixed results, but strong fundamentals send the share price up
Booking Holdings released a mixed earnings report for the first quarter of 2019, but while metrics were up and down, the company’s underlying business looks strong. That was enough, it seems, for investors to rally around the stock, sending it up steeply at ... -
Adidas profit soars, share price hits new high as a result
German sporting apparel brand Adidas, best known as the sneaker maker that vies with American giant Nike for control over sports sponsorship in games like soccer and basketball, reported first quarter earnings last Friday that sent its share price soaring to a new ... -
Ferrari’s latest quarterly figures beat the Street, share price races out ahead
Luxury racing car icon Ferrari reported earnings at the beginning of the month demonstrating that, despite worries in the wider auto industry, there’s no shortage of demand for its immensely exclusive supercars. The company’s results were so strong that ... -
Live Nation sees highest-ever adjusted operating income in strong first quarter
Live entertainment provider Live Nation logged a strong set of quarterly results for the first quarter of 2019 that saw it break its own records on income. The company struck a positive note over the trajectory this implies for the rest of the year, saying that ... -
Charles River beats the Street on top- and bottom-lines
Charles River Laboratories, a provider of equipment, consultation, and analytic laboratory services to the medical industry amongst others, reported better than expected results for the quarter ended March. This is the continuation of a strong run: Charles River has ... -
Market Timing: Waiting for Godot
Market timing does not work. So what should investors do? Waiting for the perfect moment to invest in equities is like Waiting for Godot… In Samuel Beckett’s masterpiece ‘Waiting for Godot’, the two main characters wait for the arrival ... -
Under Armour beats profit expectations, shares continue to climb
Athletic apparel and footwear maker Under Armour reported earnings for the fourth quarter last week that beat analysts’ expectations and propelled its share price – which has climbed consistently this year – upwards. The company’s success was ... -
Global Payments beats on the bottom line, driven by growth in “largest target markets”
Global Payments, a world-leading provider of payment tech and software solutions for merchants, reported first-quarter earnings last week that demonstrated powerful growth in some of its key targeted industries. The company, which has seen its share price outperform ... -
Aptiv beats on earnings and revenue despite “challenging” environment
This year has not been kind to the auto-industry, and futuristic car component maker Aptiv, which focuses on trends like connectivity, electrification, and self-driving tech, is no exception. The bad news is simply that the company’s first quarter 2019 ... -
IQVIA Holdings beats the Street on top- and bottom-lines
IQVIA Holdings, the world’s largest contract research organisation, reported earnings for the first quarter of 2019 last week, beating the Street’s estimates on top- and bottom-lines, and demonstrating a strong underlying business. That’s no ... -
Idexx Laboratories continues to outperform with earnings, revenue beat
Idexx Laboratories, a purveyor of veterinary diagnostic tools and products that cater to the trend to treat pets increasingly like members of the family, reported earnings last week that justified the ascent of its share price, year to date. The company saw beats on ...
Latest News
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Adobe confident despite trade war
-
Alphabet looks to consolidate lead in online advertising
-
Want to drive a real James Bond supercar? You’re in luck…
-
Farfetch embraces pre-loved designer handbags
-
Big Pharma turns its attention to China
-
Mixed results cause a drop, then a rise, in Take-Two’s share price
-
Amazon deepens multichannel offering with click-and-collect counters in UK and Italian retail stores
-
Constellation Brands is winning in beer – and it’s positioned to win some more
-
Clegg responds to breakup calls from Facebook co-founder
-
Givaudan offers advice to smaller prospective partners
-
Alibaba looks to international markets for growth
-
EssilorLuxottica solves leadership dispute – peace breaks out between France and Italy
-
JD.com crushes the Street’s predictions for first quarter
-
Amazon announces major move towards automation at its US warehouses
-
Rihanna & LVMH: it’s official, and it’s coming soon
-
Marriott beats on earnings, but weak guidance holds share price back
-
As tinder numbers rise, so does Match’s share price
-
Spotify is listening, with interactive ads
-
Facebook will work out of London to drive global WhatsApp mobile payments
-
Booking Holdings: mixed results, but strong fundamentals send the share price up
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Adidas profit soars, share price hits new high as a result
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Ferrari’s latest quarterly figures beat the Street, share price races out ahead
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Live Nation sees highest-ever adjusted operating income in strong first quarter
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Charles River beats the Street on top- and bottom-lines
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Market Timing: Waiting for Godot
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Under Armour beats profit expectations, shares continue to climb
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Global Payments beats on the bottom line, driven by growth in “largest target markets”
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Aptiv beats on earnings and revenue despite “challenging” environment
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IQVIA Holdings beats the Street on top- and bottom-lines
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Idexx Laboratories continues to outperform with earnings, revenue beat
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Tetra Tech reports best ever quarterly results
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Bright Horizons beats the Street on earnings in first quarter of 2019
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Estee Lauder sees strong quarter in China, lifts guidance… AGAIN!
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AerCap beats the Street, share price heads for the skies
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Facebook starts shifting its strategic focus onto groups, updates mobile app
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Royal Caribbean smashes expectations, sees plain sailing ahead
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Investment Outlook for May 2019
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Spotify beats the Street, hits paid user landmark
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Alphabet beats the Street, but investors punish the stock for slower ad growth
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Mastercard beats the Street on earnings and reiterates guidance
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BYD reports 632% increase in profit for first quarter!
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Booking Holdings is beating Airbnb in home stays
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Pernod Ricard sees consistent growth driven by Asia in third quarter
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Just Eat sees revenue rise 21% - but UK market is a weak spot
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Hermes results reiterate what we already know: for high-end luxury, China is holding up just fine
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Tech is outperforming every other sector this year, adding $1 trillion in four months
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Under Armour adds infrared tech to training gear
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PayPal goes shopping for a half-billion-dollar stake in Uber
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Treasury Wine Estates knows what millennials want from their wine: less alcohol!
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Amazon crushes the Street’s expectations, becomes far more profitable
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As upstart-rival Luckin’s IPO looms, Starbucks looks strong
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Novartis shares soar on strong profit outlook for 2019
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Facebook jumps on strong first quarter, strength in advertising
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PayPal beats the Street on earnings, reveals Venmo numbers – shares rise
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Domino’s beats the Street on earnings
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Visa beats estimates on revenue and earnings
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Buffett: newspapers are “toast”
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There’s a new virtual personal assistant on the way…
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Spotify becomes first ever music streaming app to be installed on more than 500 million Android devices
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Netflix gets three Beyonce projects for $60 million
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China sets out new rules for approval in world’s biggest video game market
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Pernod Ricard to buy Italian gin brand Malfy
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Visa prioritises digital products with Visa Next
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Aptiv makes its move into China
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Netflix beats the Street, says market is big enough to accommodate competitors
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Adidas doubles down on environmental efforts with “The Loop” recyclable footwear
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Givaudan sees a strong first quarter thanks to recent acquisitions
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JD.com pledges reorganisation and more hires to get growth back on track
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French luxury magnates step in to help with Notre Dame disaster
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Aston Martin’s first (and only) electric vehicle has just dropped!
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Just Eat gobbles up software firm Practi
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The world’s speeding towards electrification and digital… but a lot of carmakers can’t keep up
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Moncler’s Remo Ruffini talks strategy
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Amazon’s Twitch takes what could be a revolutionary first step
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Match has big plans for Asia in 2019
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Facebook continues to address weaknesses with new efforts to block fake news
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Richemont’s Baume is perfectly positioned to catch millennial attention
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GoDaddy’s new acquisition will drive cross-marketplace functionality
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Game of Thrones fever has even hit Spotify
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LVMH kicks off luxury reporting with strong results, share price hits all-time high
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Jeff Bezos uses shareholder letter to respond to calls for break-up: Amazon is good for competition!
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Netflix continues to eye Hollywood awards with new magazine
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Alphabet might be the biggest winner from the Uber IPO
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Survey of Netflix users’ favourite shows demonstrates the power of its original content
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Alphabet takes to the skies in Australia
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Treasury Wine Estates continues its successful pivot towards millennials
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Tetra Tech adds new capabilities with eGlobalTech acquisition
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Is Amazon poised to rise another 30% this year?
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Adidas partners with Beyonce to revive Ivy Park
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Facebook confident before Indian national elections
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Some good news for the environment: BYD launches world’s longest electric bus
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Pernod Ricard sets out sustainability goals to 2030
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Xylem’s Watermark is solving water in 2019… here’s how
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LinkedIn names Alibaba as China’s best employer
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GlaxoSmithKline’s AI drug development partnership just bore fruit
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Aston Martin says politicians should slow down (then speed up) when it comes to self-driving
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PayPal takes a stand against academic fraud
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Investors can relax: Jeff Bezos has retained control of Amazon
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Kering completes its transformation into a pure-play luxury company by selling Volcom
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Alibaba continues to make powerful in-roads in luxury with Kering’s Alexander McQueen
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Is Global Payments the next big acquisition target in the payment processing world?
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Constellation Brands update: sale of wine brands confirmed to E. & J. Gallo
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Givaudan debuts AI tool for perfumers
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Academy warned over Netflix Oscars bid: play fair, or it’s an antitrust issue
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Musk to hackers: thanks for finding the bugs
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Starbucks offers to pay staff’s university tuition fees
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Marriott plans India expansion – 50 more hotels over 4 years
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Is Spotify planning to create a new ad market with podcasting?
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Google sees yet more collaboration with Chinese tech companies
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Inditex partners with MIT to promote sustainability research
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Fancy a pizza on the go? Domino’s got your back
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Is Amazon readying itself to become king of click-and-collect?
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Alibaba leads the charge when it comes to hotels of the future
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EU races towards electric vehicle adoption with new CO2 limits for cars
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Is another Aston Martin hypercar on its way?
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Investment Outlook for April 2019
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Facebook calls for global internet regulation
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Treasury Wine Estates to double down on “insights”
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Google and Huawei show that China and the US can still collaborate when it matters
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Has the game console finally been killed off?
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Moncler prepares to double down on hugely successful Genius concept with new collection
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Google goes anti-anti-gay
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Pernod Ricard capitalises on premium spirits’ drinkability with classy new vodka bottle
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Facebook moves to ban white nationalism and white separatism
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Novartis announces new multiple sclerosis drug, and promises to undercut… itself?
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Under Armour enters India
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Lazada borrows form the Alibaba playbook as it moves to offer businesses more financial services
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Adobe doubles down on AI in update to Cloud Platform
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Pernod Ricard unleashes major new campaign championing “conviviality”
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LVMH gets into… blockchain?
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CTS Eventim leaves Europe with new Israeli centre
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Shopify shows that it’s about more than just digital
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Global wine market to grow “by 37.8 million cases” to 2022 – premium is stronger
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JD.com has big plans for the future: smart cities are on the way!
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Kering gets a facelift with beautiful new website
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With podcasts, Spotify wants to create the audio Netflix
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Can Booking Holdings stay in the number one spot for travel tech?
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Starbucks biggest Chinese competitor may turn out to be a major asset in its expansion
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Live Nation partners with Questlove and Impossible Foods to bring consumers Meatless Cheesesteaks
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Prepare for the ad wars: Amazon is coming!
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Facebook moves to eliminate discriminatory ads
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Hermes sees “very good sales and performance” in 2018
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Polypipe logs record result despite headwinds
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Can PayPal give Instagram the edge in contextual commerce?
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Want a cleaner, greener, world? China’s electric buses might be the answer
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Disney and 21st Century Fox finally merge, and Netflix’s share price trends… up?
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Estee Lauder embraces tech innovation for beauty
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We’ve got Netflix and Spotify… when is gaming going to get a first-rate streaming platform?
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Inditex sales hit all-time high in fourth quarter
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Starbucks supercharging loyalty scheme to fend off competition
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Marriott outlines bold growth plans for next three years
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Viasat and Facebook team up to bring the internet to rural Mexico
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Live Nation and Uber – a match made in heaven?
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Netflix announces its latest interactive story – You vs. Wild
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Reports emerge that Constellation Brands may be close to selling some of its wine brands
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Spotify & Apple engage in war of words over legal battle
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Just Eat sees 43% revenue rise in 2018, commits to expansion
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Mr. Bond’s new ride comes in green
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GoDaddy is now “officially” in South Africa
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Adidas beats the Street, sees ecommerce as “future for a lot of markets”
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Adobe surprises investors, beats on earnings
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Farfetch to merge its Chinese operation with JD.com
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Baidu sees first executive retirement, vows to appoint millennials to top team
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Spotify launches anti-trust attack against Apple
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Facebook doesn’t have a great track-record on privacy – but that might change sooner than you think
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What’s next for Starbucks? Dark social
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Pernod Ricard is looking to sell wine assets… or is it?
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eSports might not be in the next Olympics… but does it need to be?
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How Hermes stays ahead of the pack in China
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Netflix confirms decision to focus on more “interactive storytelling” projects
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Cognizant announces Meritsoft acquisition
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Facebook is doing more than talking tough – moves to sue “data grabbing” quizzes
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Estée Lauder announces Environmental, Social and Governance goals for 2025
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Visa teams up with PayActiv to bring earlier pay to workers
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EssilorLuxottica sees “solid” growth in 2018
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Spotify India, a one-week update: one million subscribers!
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Amazon moves forward with brick-and-mortar, closing 87 pop-ups in April
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Farfetch embraces bespoke curation with Communities
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Compass Group puts women front and centre in new HR program
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Happy Women’s Day! Here’s what PayPal thinks about gender and pay balance
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Galaxy Entertainment sees 19% earnings increase in 2018
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JD.com beats its own expectations in fourth quarter of 2018
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Eurofins saw “solid” 2018, revenue +27%
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Baidu’s Robin Li: focus on artificial intelligence, not trade war
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Shopify’s incredible growth story continued through the fourth quarter of 2018
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Samsonite sees the value in Chinese customers – accepting Chinese payment apps in store
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Marriott: investors hold fast after a revenue miss and an earnings beat
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Netflix responds to Steven Spielberg criticism – and so do some other Hollywood voices
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Facebook’s new patent offer a window into how it thinks about politics
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Spotify’s new brand film celebrates its launch in what will become a key market
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How well does Starbucks understand the Chinese consumer? Check out the reception of its limited-edition cat cup
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Yes, Brexit’s a threat – but Aston Martin’s last quarterly earnings weren’t bad
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Amadeus’ quarterly earnings show strength in software services
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Scout24 share price rockets in February after board approves takeover bid
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Global Payments to acquire Sentral Education
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Investment Outlook for March 2019
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Live Nation posts eighth record year of results
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Amazon looks to save money – and the environment – with new Prime strategy
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Moncler: sales grew 19% in 2018, and there’s more to come
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Anta Sports beat the Street, posts fifth year of record profit!
