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Amazon vs CDON, Allegro, & Bol.com
Feb 5, 2021
Feb 5, 2021
Interview Extract
... Philippe Hemard: It is interesting that you mentioned about when I started building the European infrastructure because when I started, it was not European at all. Amazon was opening country by country, in Europe and elsewhere, because Japan opened at the same time as France. Amazon was still ...Amazon European Logistics Buildout
May 29, 2020
May 29, 2020
Interview Extract
... Philippe Hemard: Back in 2000, we had just started in France. France opened 29th August, 2000. There were only two countries open, which were UK and Germany, which were both opened in 1998. When I say opened, it’s not really open, because Amazon bought two companies ...Hermès Distribution: Balancing Kelly & Birkin Allocation Between VIPs and Local Clients
Jun 3, 2026
Partner Interview
Hermès•FR•Large CapLVMHChanelKeringRichemontBrand EquityUnique IP & BrandsConsumer DiscretionaryJun 3, 2026
Interview Extract
... Analyst: I'm more familiar with the horology and automotive industries within luxury goods and have never spoken to an expert in leather goods and ready-to-wear. I'm keen to learn more about your strategy. ...Amazon Europe: Logistics, Hiring and Leadership Principles
Apr 29, 2020
Apr 29, 2020
Interview Extract
... Philippe Hemard: Nice to be here ...Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Jan 14, 2022
Jan 14, 2022
Interview Extract
... In Practise: Can you describe the history of Crowcon? ...Halma, Kirk Key, & HLMA Organisational Structure
Jan 12, 2022
Jan 12, 2022
Interview Extract
... In Practise: Can you provide an introduction to your role and responsibilities at KIRK Key? ...Richemont: Van Cleef & Arpels Growth, Middle East & Alhambra
Dec 1, 2025
Partner Interview
Richemont•CH•Large CapLVMHKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 1, 2025
Interview Extract
... Analyst: Before jumping into the specific questions we have, it would be great if you could provide a bit more about your background. I saw your bio, but it would be really interesting to get a walkthrough of the different roles you've had. Also, maybe a littl ...LVMH: Balancing Quality and Growth
Oct 22, 2024
Oct 22, 2024
Interview Extract
... In Practise: Maybe a good place to start would be how you landed at LVMH and how your role there evolved. Then we can go from there. ...Watches of Switzerland: Channel Strategy & Certified Pre-Owned
Jul 13, 2025
Partner Interview
Watches of Switzerland GroupLVMHRolexRichemontBrand EquityUnique IP & BrandsConsumer DiscretionaryJul 13, 2025
Interview Extract
... Analyst: We're doing some work on Watches of Switzerland Group. We're trying to understand the market generally, working with wholesale partners, going direct, competitive positioning, and more about the company in general. We thought reaching out to you would ...GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Jun 19, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsJun 19, 2026
Interview Extract
... Analyst: I'm doing more work to understand GE Aerospace as a standalone entity. Most of my questions will be about GE, the competitive nature of the aftermarket, CFM Materials, which you were closely involved with, LLP parts, the risk of PMA parts in engines, ...IWC versus Rolex & Cartier: Brand Marketing
Apr 5, 2020
Apr 5, 2020
Interview Extract
... In Practise: If you could just provide some background on IWC’s heritage and brand positioning when you joined? ...SAP: Leadership Challenges, AI Strategy & Sovereign Cloud Execution
Apr 27, 2026
Partner Interview
Sap Se•DE•Mega CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication ServicesApr 27, 2026
Interview Extract
... Analyst: We have been studying SAP from an investment landscape for the last couple of years. We do these channel checks and conversations with partners and key people in the industry to try and understand how SAP is currently positioned, what's going on in th ...The Luxury Watches Grey Market & Asian Imports
Dec 4, 2024
Dec 4, 2024
Interview Extract
... In Practise: I think a good place to start would be for me to understand what you did at your distribution company in Hong Kong. I couldn't find much information online, but I'm curious if this relates to the gray market topic at all. ...Watches of Switzerland Group USA: A Brand's Perspective
Nov 7, 2025
Partner Interview
Watches of Switzerland Group•GB•Small CapRichemontKeringLVMHBrand EquityUnique IP & BrandsConsumer DiscretionaryNov 7, 2025
Interview Extract
... Analyst: Why don't we get started with a quick background of your career and what you're up to now? ...SAP: HANA Enterprise Cloud Architecture & Oracle Database Competition
Mar 9, 2026
Partner Interview
Sap Se•DE•Mega CapOracleAmazonMicrosoftGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesMar 9, 2026
Interview Extract
... Analyst: We've been studying SAP for the last couple of months, but have invested in and spent a lot of time on enterprise software over the last couple of years. We're trying to get a better grasp of the cloud transition, some of the moving parts when it come ...Harris Computer: Building a French Software Platform from €16M to €66M
Mar 26, 2026
Mar 26, 2026
Interview Extract
... In Practise: Can we start with how you came to join Harris? ...Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Jul 15, 2024
Partner Interview
Watches of Switzerland Group•GB•Small CapRolexLVMHBrand EquityUnique IP & BrandsConsumer DiscretionaryJul 15, 2024
Interview Extract
... Analyst: Thank you for taking the time today. ...Judges Scientific PLC Geotek: Geologic AI Competition
Jun 6, 2025
Jun 6, 2025
Interview Extract
... In Practise: Geotek the company, specifically BoxScan. That's the context and why I wanted to speak to you. I have a few topics, but perhaps we could start with you telling me a little bit about GeologicAI's history, the main milestones over the past years, an ...Birkenstock: US Wholesale Strategy, Distribution & Channel Allocation
Feb 10, 2026
Partner Interview
Birkenstock•GB•Mid CapCrocsBrand EquityUnique IP & BrandsConsumer DiscretionaryFeb 10, 2026
Interview Extract
... Analyst: We are an investment firm, entirely permanent capital. Our mandate is to find exceptional businesses run by exceptional people that are trading at a discount to what we think the intrinsic value of the assets are worth over time. Given the recent fear ...Victoria, Balta Group, & UK Soft Flooring
Apr 23, 2022
Apr 23, 2022
Interview Extract
... In Practise: Can you describe the core raw materials that go into standard soft flooring? ...Showing 20 of 58 results