Added to YB: 2025-09-29
Pitch date: 2025-09-25
BCUCY [bearish]
Brunello Cucinelli S.p.A.
-14.05%
current return
Author Info
Morpheus Research was founded in 2025 by a team of financial analysts dedicated to exposing fraud and corporate misconduct in financial markets.We publish deep-dive investigative research on companies that we feel are fundamentally misunderstood by the market. While our research may lead to uncomfortable conclusions, we strive only to offer the truth. Sign up for the newsletter.
Company Info
Brunello Cucinelli S.p.A., together with its subsidiaries, engages in the production and sale of clothing, accessories, and lifestyle products in Italy, Europe, the United States, and Asia.
Market Cap
EUR 6.3B
Pitch Price
EUR 84.30
Price Target
N/A
Dividend
1.01%
EV/EBITDA
18.75
P/E
48.10
EV/Sales
5.47
Sector
Textiles, Apparel and Luxury Goods
Category
N/A
From Moscow To TJ Maxx — How Brunello Cucinelli Continues To Lie About Its Russian Business While Aggressive Discounting Damages Its Exclusive Positioning
BCUCY short: Despite CEO claims of Russian store closures & sales dropping to 2% from 9% in 2021, investigation reveals ongoing Moscow operations selling items worth thousands of euros, 715% export increase to Russian subsidiary 2021-23, partnerships with Mercury Group, & third-party circumvention via Lithuania/Iran. Trades 46x forward P/E despite slowing growth, inventory at 404 days vs 247 peer avg, aggressive discounting at TJ Maxx risks brand dilution.
Read full article (9 min)