Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
BC.MI [neutral]
Brunello Cucinelli S.p.A.
+2.49%
current return
Author Info
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 93.80
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
special_situation
Recurve Capital Portfolio Holding: Brunello Cucinelli S.p.A.
BC.MI (holding update): Added 150bps after Sept short attack by Pertento/Morpheus over Russia sales (<2% total revenue). Company clarified EU sanctions compliance; all major luxury brands continue limited Russia sales. Ultra-high 90%+ margins on products exported at cost. Q3 results expected steady, best-in-class luxury performance.
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