Added to YB: 2025-04-25
Pitch date: 2025-04-24
MONC.MI [neutral]
Moncler S.p.A.
-4.98%
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 Moncler and Stone Island brands.
Market Cap
EUR 13.5B
Pitch Price
EUR 54.66
Price Target
N/A
Dividend
2.82%
EV/EBITDA
10.86
P/E
21.53
EV/Sales
4.20
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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