MONRY News and Press, Moncler S.P.A ADR

2024-06-26 06:32:20 ET Summary There is a clear transition towards an all-year-round brand. With its new spring/summer collection, we expect Moncler to outgrow sector peers. Stone Island recovery still needs to play out. Despite that, Moncler Group has room to grow sales and profi...

2024-06-14 07:40:10 ET Summary Moncler reported good Q1 2024 results and it is set to continue on this trend also for the remaining part of the year. The company's dividends grow at a good pace and are safe. The company can grow at a faster pace than the fashion industry by es...

2024-05-17 10:07:21 ET More on Moncler S.p.A. Moncler: Solid Start To The Year Moncler: Even More Optimistic About Its Long-Term Future Moncler: Good Prospects But Pricey Historical earnings data for Moncler S.p.A. Dividend scorecard for Moncler S.p.A...

2024-04-24 08:50:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. Our portfolio outperformed the MSCI AC World Index in Q1 due to broad-based security ...

2024-04-10 13:39:25 ET Summary The CEO is positive for 2024, thanks to new stores and the Grenoble collection. In addition, we should consider a mid-single-digit price uplift. Here at the Lab, we believe Moncler is set to outperform in the summer collection and increase store sale...

2024-03-16 07:37:52 ET Summary Moncler's annual results show outstanding sales growth of 15% (17% excluding currency changes), outperforming other luxury fashion brands. The company's strategy of focusing on direct sales to end consumers through its own channels is proving success...

2024-03-06 11:01:57 ET Summary Moncler is a component of my stock portfolio since the 25% drop we witnessed last October 2023. The company has incredible financials and good future perspectives. It is trading at its fair value, and I am waiting on the sidelines for better oppo...

2024-03-06 07:04:52 ET Summary Luxury stocks might have rallied recently but Burberry has clearly been left out in the cold on a disappointing performance. The company's new creative direction has not translated into sales growth, with sales actually shrinking in the latest quarte...

2023-12-08 00:53:43 ET Summary Moncler has a superior growth story thanks to new store openings. The Group has operating leverage optionality and a potential Stone Island upside related to China. Above-industry profitability means higher multiples. Our buy rating is then confi...

2023-11-27 12:00:00 ET Summary High fashion companies have high profit margins, growing revenues, and competitive advantage from successful historical brands. In this case, being European companies, it is important to consider the withholding tax. At the right price, I would b...