Added to YB: 2025-12-16
Pitch date: 2025-12-12
RCO.PA [neutral]
Rémy Cointreau SA
+0.54%
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 36.92
Price Target
N/A
Dividend
4.07%
EV/EBITDA
11.80
P/E
20.80
EV/Sales
2.78
Sector
Beverages
Category
N/A
Rémy Cointreau (overview): A 300-Year Experiment in Time, Scarcity, and Dynastic Capital
RCO.PA: 300-yr luxury spirits dynasty positioning as 'liquid Hermès' - value through time/scarcity vs volume. Hériard-Dubreuil + Cointreau families control 58.69%. Asymmetric competition vs Hennessy in ultra-premium segments where aging cycles create pricing power. Premiumization strategy: only produce where demand exceeds supply.
Read full article (5 min)