Brand StrengthCFR remains a top luxury pick given brand strength at Van Cleef & Cartier, innovation momentum, and potential upside if Specialist Watchmakers returns to growth.
Earnings GrowthThe company is expected to achieve 18% EPS growth next year, with potential margin drivers including acquisitions and leverage on fixed costs.
Innovation And Market ExpansionCartier and Van Cleef have realized significant share gains in the U.S. and continue to innovate around core collections, which enhances the brand's strength.