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    Daria Nasledysheva

    Vice President and Equity Analyst at Bank of America

    Daria Nasledysheva is a Vice President and Equity Analyst at Bank of America Securities, specializing in European luxury goods and apparel. She provides research coverage on high-profile companies such as Moncler, Ermenegildo Zegna, and Burberry, with a track record that includes a 40% success rate and an average return of -7.8% per rating over the past year, though her buy rating on Ermenegildo Zegna achieved a notable 32.8% return. Nasledysheva joined Bank of America prior to 2024 and is regularly cited in investor relations materials for major luxury brands; prior professional affiliations are not publicly detailed. Her credentials include active participation in coverage for publicly listed clients, but specific securities licenses or FINRA registrations are not disclosed in available public records.

    Daria Nasledysheva's questions to Ermenegildo Zegna (ZGN) leadership

    Daria Nasledysheva's questions to Ermenegildo Zegna (ZGN) leadership • Q2 2023

    Question

    Asked for clarification on the softness in Chinese consumer spending, the allocation of marketing expenses across brands, and the outlook for marketing pushes in the coming months.

    Answer

    The softness is concentrated in Mainland China, while Hong Kong and Macau are seeing a strong comeback. Chinese tourist spending in Europe is still only about 50% of 2019 levels. Marketing spend is increasing for both Zegna and Thom Browne. Zegna's marketing is focused on high-end customer events, while Thom Browne's is driven by its 20th-anniversary celebrations and global events to boost brand awareness.

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