Professional
Added to YB: 2025-07-07
Pitch date: 2025-06-12
CDI.PA [neutral]
Christian Dior SE
+34.81%
current return
Author Info
No bio for this author
Company Info
Christian Dior SE, through its subsidiaries, engages in the production, distribution, and retail of fashion and leather goods, wines and spirits, perfumes and cosmetics, and watches and jewelry worldwide.
Market Cap
EUR 83.1B
Pitch Price
EUR 430.61
Price Target
N/A
Dividend
2.82%
EV/EBITDA
6.07
P/E
15.96
EV/Sales
1.81
Sector
Textiles, Apparel and Luxury Goods
Category
value
AVI Global Trust Portfolio Holding: Christian Dior SE
CDI.PA (holding update): Arnault family's LVMH control vehicle down 18% (17% NAV decline + discount widening to 20%). LVMH facing US tariff threats, slowing demand; 2025 profit estimates -7%. Long-term bull case: scale advantage, irreplaceable brands, strong management, modest leverage. Trades at 15x 2025 EV/EBIT. Potential catalyst: Arnault family collapsing CDI structure at NAV.
Read full article (2 min)