Added to YB: 2025-12-13
Pitch date: 2025-12-11
BC.MI [neutral]
Brunello Cucinelli S.p.A.
+0.15%
current return
Author Info
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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 96.00
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
growth
Brunello Cucinelli (BC Italy): steady growth and calm execution, but valuation leaves little room to breathe
BC.MI (update): Strong Q4 with 12% constant currency growth beating expectations, reaffirmed 2026 10% growth target & margin expansion. 'Slow luxury' niche shields from macro volatility vs fashion peers. However, trades at premium multiple near Hermès levels despite less scale/pricing power. Execution flawless but valuation leaves no room for error vs peers like Zegna with stronger re-rating potential.
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