Tiffany blue box is red hot among the investment community

Implications: 1 - Tiffany may need new management to fuel growth.
2 - Tiffany investments in Little Switzerland & others have not increased shareholder value.                             

Analysis: The blue box is again red hot among the investment community. While customer demand for the blue box remains high, TCO management has done little to ignite shareholder through investments/acquisitions/new ventures (Temple St. Clair, Little Switzerland, Iridesse); none have added value to its blue box strategy.

TCO rarely recruits fresh, exciting and/or young talent to join its ranks. Designers Frank Gehry, Elsa Peretti and Paloma Picasso are all over 55 yrs. LVMH would certainly add new vision, as they did with Marc Jacobs and Frank Galliano joining Louis Vuitton and Dior respectively. However, LVMH corporate culture is steeped in French traditions. Tiffany merchandise and customer service appeal are definitely all American. LVMH/DeBeers has struggled. Aber/Harry Winston has greater synergy.