Professional
Added to YB: 2025-01-21
Pitch date: 2024-12-31
BC.MI [bullish]
Brunello Cucinelli S.p.A.
-8.45%
current return
Author Info
No bio for this author
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 105.02
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
Baron Discovery Fund New Position: Brunello Cucinelli S.p.A.
BC.MI: High-end luxury brand with 10%+ annual revenue growth, 20-30bps margin expansion. Strong brand in 'absolute luxury' segment, 400k loyal customers. China expansion (12% to 18% of sales) and new product categories. Resilient in uncertain times due to pricing power and recession-proof demand. Expect low to mid-teens earnings growth.
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