Company: Accell Group
Business: A Dutch company that are active with the design, development, production, marketing and sales of bicycles, bicycle parts and accessories and fitness equipment. They have several well-known bicycle brands under their umbrella and continue to expand their business by buying more and more brands. To mention a few they have: Raleigh, Batavus, Juncker and Brasseur. For the full list of brands please look here.
Active: Strong presence in Europe with almost 80% of their revenue (50% of that is in the Netherlands and Germany almost equally distributed) in the US they make almost 15% of their revenue and finally with around 4% in the rest of the world.
First of all. I am very, very sorry. This Q1 report from Kernel came out some time ago and I wrote part of the article, never finished all of it, got a lot of other things coming up in between and never managed to get it published. For that reason I am here very much behind schedule with this report and I must admit that when I was reading the report I was also pretty annoyed but that was honestly not the reason for me forgetting to publish it.
So... the report came out some time ago and on that day the stock directly dropped almost 4%... The question therefore is why? Will something change in the future to improve this? Was the drop justified?
Business: A German construction company (90% of sales are made outside of Germany though) with a focus on develop, build and operate. They are pushing especially four areas: Transportation Infrastructure (roads, bridges and tunnels), Energy Infrastructure (production of power plants (any by the sound of it) and the distribution net for that power), Social and Urban Infrastructure (houses, apartments, schools, commercial buildings, other public buildings are being built and operated) and finally Contract Mining (they are building the entire mines and the infrastructure around it in Australia and Asia as well as maintaining it.
Active: They are active all over the world and they are divided into three divisions with America, Asia Pacific and Europe.
Company: Gerry Weber AG
Business: A German fashion retail and accessories company with three brands for women: Gerry Weber, Taifun and Samoon. Underneath the Gerry Weber brand they have an additional two brands (Gerry Weber Edition and G.W.). They run their own stores but also franchise as well as online and sale of their brands in department stores.
Active: With their own stores (around 850) they are mainly present in Europe with strong focus in Germany, Austria and Switzerland. Lately they have starting to expand into the countries around them so Poland, the Netherlands, Denmark, Sweden (opening first store in Malmö soon and then in Stockholm). In total their brands are being sold in over 2600 stores world wide and have distribution channels in 62 countries.
Comment: When I made this analysis there were serious problems with their homepage. I hope that it is sorted out by now so that you can check it out without problems. I liked that they kind of direct themselves to the older generation and not the young like most other companies. When I walked past one store they had a catwalk for retired people with a bit elder, not thin models showing what was new in the collection. Sometimes the world seems to forget that the old generation are sitting on big bucks... but Doro knows for instance this...