Added to YB: 2025-12-08
Pitch date: 2025-12-05
RCO.PA [bullish]
Rémy Cointreau SA
+1.2%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Rémy Cointreau SA, together with its subsidiaries, engages in the production, sale, and distribution of liqueurs and spirits.
Market Cap
EUR 1.9B
Pitch Price
EUR 36.68
Price Target
N/A
Dividend
4.07%
EV/EBITDA
11.80
P/E
20.80
EV/Sales
2.78
Sector
Beverages
Category
value
My fat pitch on $RCO.PA - Remy Cointreau
RCO.PA (increased to 30% position): Premium cognac w/ 300yr brand heritage & 10-100yr aged inventory forming irreplaceable moat. 70% gross margins, luxury pricing power. Market punishing China weakness & US destocking but franchise intact. Trading at multi-year low EV/EBIT vs quality.
Read full article (2 min)