Professional
Added to YB: 2025-05-28
Pitch date: 2025-05-26
VU.PA [neutral]
VusionGroup S.A.
-8.05%
current return
Author Info
No bio for this author
Company Info
VusionGroup S.A. engages in the provision of digitalization solutions for commerce in Europe, Asia, and North America.
Market Cap
EUR 4.1B
Pitch Price
EUR 219.89
Price Target
N/A
Dividend
0.24%
EV/EBITDA
46.93
P/E
-302.50
EV/Sales
3.12
Sector
Electronic Equipment, Instruments and Components
Category
growth
Kathmandu Capital Portfolio Holding: VusionGroup
VU.PA (holding update): VusionGroup (SES-imagotag) expanding US penetration despite 25% tariff risk to ESL ROI. Retailers adopting to offset labor costs & protect margins. Walmart contract includes tariff escalators. Taiwan suppliers confirm pricing power. Well-positioned as undisputed US ESL market leader ahead of peers.
Read full article (1 min)