Added to YB: 2025-04-21
Pitch date: 2025-03-31
CFR.SW [neutral]
Compagnie Financière Richemont SA
Author Info
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Company Info
Compagnie Financière Richemont SA, an investment holding company, engages in the luxury goods business.
Market Cap
CHF 108.1B
Pitch Price
N/A
Price Target
N/A
Dividend
1.77%
EV/EBITDA
17.08
P/E
28.30
EV/Sales
4.84
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Show full summary:
Longleaf Partners International Fund Portfolio Holding: Compagnie Financière Richemont SA
CFR.SW sold position: Swiss jewelry/watch maker outperformed with Q3 10% like-for-like sales growth, showing brand strength & pricing power. Strong in US & globally except China. Exited as price/value hit 100% before pullback on consumer weakness concerns. Long-term bullish on Cartier/Van Cleef brands with lower penetration vs soft luxury.
Read full article (1 min)