REMYF News and Press, Remy Cointreau Sa Ord From 01/22/21

Rémy Cointreau SA (REMYF): 9M Revenue of €780.9M (-4.1% Y/Y)Press Release For further details see: Rémy Cointreau SA reports 9M results

Lindsell Train was established in 2000 by Michael Lindsell and Nick Train. Reflecting their experience, the business focuses predominantly on the management of UK, Global and Japanese equity mandates. Over the course of 2020 your Fund’s NAV was relatively resilient, compared to...

We review our Diageo investment case 4 months since our last update, and with key developments on currency, peers’ trading and COVID-19. While the pound has appreciated more than 5% against the dollar since September, we expect this to have limited impact on Diageo's earnings. ...

Rémy Cointreau SA (REMYF) Q2 2021 Earnings Conference Call November 26, 2020 03:00 AM ET Company Participants Marc Dubreuil - Chairman of the Board Éric Vallat - Chief Executive Officer Luca Marotta - Chief Financial Officer Conference Call Participants Laurence Whyatt - Barclays Ba...

Rémy Cointreau SA (REMYF): 1H Non-GAAP EPS of €1.31; GAAP EPS of €1.30.Revenue of €430.8M (-17.8% Y/Y).Press Release For further details see: Rémy Cointreau SA reports 1H results

The following slide deck was published by Rémy Cointreau SA in conjunction with their 2021 Q2 earnings call. For further details see: Rémy Cointreau SA 2021 Q2 - Results - Earnings Call Presentation

Luxury goods conglomerate Louis Vuitton Moët Hennessy's ("LVMH") Wines & Spirits division boasts some of the world's most iconic brands. Diageo also benefits, thanks to its 34% stake in the Moët Hennessy JV. Wines & Spirits enjoy very high profitability, making t...

Pernod Ricard's sales stabilized significantly in Q3 2020, with year-on-year decline decelerating to 5.6%, from 36.2% the quarter before. Sales growth in the Americas turned positive, helped by the high mix of resilient "off premise" trade and partial re-openings in the U.S. market. ...

Remy is a clear play on the global premiumization trend, as virtually all of the company's products are premium. Management is looking to fix its lagging share in the higher-margin XO cognac category, and is looking to manage the business less on price and more on margin. Manageme...

We highlight the most attractive opportunities this month, by reviewing notable price moves and rating changes in our research. Our top Buy is Charter, expected to deliver an annualized return of nearly 30%. Altria and British American Tobacco are also highly attractive. In Septem...