Added to YB: 2025-04-25
Pitch date: 2025-04-24
MONC.MI [neutral]
Moncler S.p.A.
-0.54%
current return
Author Info
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Company Info
Moncler S.p.A., together with its subsidiaries, engages in the production and distribution of garments, children's clothing, footwear, eyewear and other related accessories under the under the Moncler and Stone Island brands in Italy, rest of Europe, Asia, the Middle East, Africa, and the United States.
Market Cap
EUR 14.2B
Pitch Price
EUR 53.45
Price Target
N/A
Dividend
2.50%
EV/EBITDA
13.36
P/E
N/A
EV/Sales
4.41
Sector
Textiles, Apparel and Luxury Goods
Category
N/A
Moncler ($MONC.MI) Q1 2025: Solid core, Seasonal uncertainty
MONC.MI (earnings update): Q1: 1% rev growth to €829M (Moncler +2%, Stone Island -5%). 78.1% gross margin, 29.5% EBIT. Asia +6%, EMEA -1%, Americas -2%. Strong DTC but weak wholesale. Seasonality limits growth beyond winter. €458M est. 2025 net cash, 4% FCF yield. At 23x 2025 PE with 6% EPS CAGR, valuation fair but uncompelling.
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