Added to YB: 2025-12-01
Pitch date: 2025-11-27
RCO.PA [neutral]
Rémy Cointreau SA
-6.41%
current return
Author Info
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Company Info
Rémy Cointreau SA, together with its subsidiaries, engages in the production, sale, and distribution of liqueurs and spirits.
Market Cap
EUR 2.0B
Pitch Price
EUR 39.34
Price Target
N/A
Dividend
3.98%
EV/EBITDA
12.01
P/E
21.31
EV/Sales
2.83
Sector
Beverages
Category
turnaround
Rémy Cointreau (RCO France): waiting for the hangover to fade before the next toast
RCO.PA (update): H1 operating profit -26% to €109M, margins compressed to 22.2% vs 27.6% YoY on weak premium Cognac demand, especially US. New CEO hints at strategic reset focusing on efficiency over volume growth. Trading near historical lows but recovery visibility poor until key markets stabilize.
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