Added to YB: 2025-03-31
Pitch date: 2025-03-28
MONC.MI [neutral]
Moncler S.p.A.
-3.41%
current return
Author Info
Quality investing shares pitches on high quality stocks. Sign up for the newsletter.
Company Info
Moncler S.p.A., together with its subsidiaries, engages in the production and distribution of garments, children's clothing, footwear, eyewear and other related accessories under the under the Moncler and Stone Island brands in Italy, rest of Europe, Asia, the Middle East, Africa, and the United States.
Market Cap
EUR 14.2B
Pitch Price
EUR 55.03
Price Target
N/A
Dividend
2.50%
EV/EBITDA
13.36
P/E
N/A
EV/Sales
4.41
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Moncler: Unpacking a Long-Term Investment in Luxury’s Hottest Outerwear Brand
MONC.MI (overview): Luxury outerwear leader with 16% 10yr rev CAGR, 29.5% EBIT margin. Stone Island integration challenges. LVMH involvement (Arnault on board). Risks: brand dilution, luxury slowdown. 25x P/E, 5% FCF yield. Potential 12-13% annual return if growth continues. Polen sold due to growth concerns.
Read full article (22 min)