Added to YB: 2026-06-11
Pitch date: 2026-06-09
RCO.PA [neutral]
Rémy Cointreau SA
-1.67%
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 2.3B
Pitch Price
EUR 44.30
Price Target
N/A
Dividend
3.41%
EV/EBITDA
14.04
P/E
29.33
EV/Sales
3.20
Sector
Beverages
Category
turnaround
Rémy Cointreau (RCO France): A recovery plan built around execution, not financial engineering
RCO.PA (update): Spirits maker targeting +€100M operating profit by 2029 via execution — reallocating marketing to top brands, expanding Travel Retail/emerging mkts (India, Brazil, Mexico, Africa) & US convenience/e-commerce. Respectable results, but ~25x P/E prices in recovery, leverage high (dividend cut), visibility limited. Formal guidance in November.
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