Interview

The Direct-to-Consumer

Advantage

With Mark B. Baribeau, CFA & Thomas F. Davis Download Transcript

Direct-to-consumer models are essential for global brands today. They control the inventory, they control the pricing, and consumers can only shop through them. We explain why this model has been especially effective in the luxury markets and, in many instances, may offer significant investment opportunities.

Jennison Associates

Jennison's investing approach is rooted in our fundamental research and security selection; all of our portfolios are built from the bottom-up, security by security.

Mark B. Baribeau, CFA
Mark B. Baribeau, CFA

Managing Director

Jennison Associates

Thomas F. Davis
Thomas F. Davis

Managing Director

Jennison Associates