Wednesday, March 22Welcome

Farfetch (Part 1): Future Of Its 3p Marketplace Business (NYSE:FTCH)

Buro 24/7 X Farfetch Fashion Forward Initiative Dinner - Paris Fashion Week Womenswear Spring/Summer 2016- Paris Fashion Week Womenswear Spring/Summer 2018

Pascal Le Segretain/Getty Images Entertainment

Farfetch (NYSE:FTCH) has seen a complete collapse in its stock price over the past year while the luxury brands continue to perform well, especially amidst a larger stock market rout. Louis Vuitton (OTCPK:LVMUYOTCPK:HESAYOTCPK:CFRUYOTCPK:PPRUY

Data by YCharts

Brand Q3 22 Revenue Growth
LVMH 28% (20% organic)
Kering 23% (14% at constant currency)
Hermes 32% (24% at constant currency)
Burberry 11% (5% at constant currency)
Prada 1H 22: 22%
Farfetch 2% (adjusted revenue) – 3P digital platform revenue increased $1 million YoY ($185 to 186 million)

Differences between online and in-store luxury retail

NN Group

Online vs Offline share of luxury market

Luxe Digital

Monobrands vs Marketplaces share of online luxury market

Bain & Company

Website Site Visits (Dec 22) from SimilarWeb
Farfetch 38 million
Net A Porter 8.6 million
Louis Vuitton 20 million
Dior 20 million
Chanel 14 million
Gucci 13 million
Hermes 8.8 million
Prada 7 million
Tiffany 6.5 million
Cartier 4.7 million

Projected marketplace revenue for Farfetch

Farfetch Investor Day

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