Added to YB: 2026-07-02
Pitch date: 2026-06-30
CFR.SW [neutral]
Compagnie Financière Richemont SA
-0.81%
current return
Author Info
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Company Info
Compagnie Financière Richemont SA, an investment holding company, engages in the luxury goods business.
Market Cap
CHF 118.9B
Pitch Price
CHF 184.20
Price Target
N/A
Dividend
1.77%
EV/EBITDA
18.58
P/E
34.40
EV/Sales
5.14
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Richemont (CFR Switzerland): Jewellery leadership continues to support a compelling long-term outlook
CFR.SW (update): Jewellery (Cartier, VCA) +16% cc drove group sales +13%; watches recovered to +2%. EBIT margin ~20% (vs 23-25% prior) hit by gold, FX, tariffs—now easing (gold ~$4k, CHF stable, hedging planned). Mix shift adds 10-15bp/yr. No longer cheap but HSD growth + margin recovery = attractive medium-term compounding.
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