Added to YB: 2025-04-25
Pitch date: 2025-04-24
MONC.MI [neutral]
Moncler S.p.A.
+4.73%
current return
Author Info
Kontra Investment Xchange is trying to build wealth by investing in good companies and letting those investments compound over many years. Sign up for the newsletter.
Company Info
Moncler S.p.A., together with its subsidiaries, designs, produces, and distributes clothing and related accessories for men, women, and children under the Moncler and Stone Island brand names in Italy, rest of Europe, Asia, the Middle East, Africa, and the Americas.
Market Cap
EUR 14.6B
Pitch Price
EUR 53.45
Price Target
N/A
Dividend
2.41%
EV/EBITDA
12.00
P/E
22.83
EV/Sales
4.62
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.
Read full article (4 min)