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2024-04-20 10:40:00 ET Summary Remy Cointreau's portfolio is heavily reliant on cognac sales, which make up 75% of its revenue. The company experienced a decrease in revenue in the first half of the year, with the Americas division performing poorly. Remy Cointreau expects a 2...
2024-04-12 15:06:22 ET Summary Campari's U.S. numbers are weakening, with a decline in volumes in February and March, and waning consumer confidence is a threat to the significant on-premises business. Margin expectations for Campari in 2024 may be too high, particularly if weaker...
2024-04-12 05:44:59 ET Summary Remy Cointreau's sales of cognac and brandy have continued to decline, hit by destocking in major markets and consumers trading down to cheaper brands. The Chinese government's investigation into European cognac producers for potential anti-dumping v...
2024-04-02 05:27:31 ET Investors raise a glass to Remy Cointreau's less gloomy outlook for U.S. and China Historical earnings data for Rémy Cointreau SA Dividend scorecard for Rémy Cointreau SA Read the full article on Seeking Alpha For further ...
2023-12-29 10:28:54 ET Summary Remy Cointreau has been struggling due to weak demand for cognac and ongoing market share losses, particularly in the key U.S. market, and U.S. channel inventories remain too high. While many rivals are responding to pressures on consumer disposable ...
2023-11-30 14:52:02 ET Remy Cointreau SA (REMYF) Q2 2024 Earnings Conference Call November 30, 2023 01:30 ET Company Participants Marie-Amélie de Leusse - Chairman Éric Vallat - Chief Executive Officer Luca Marotta - Chief Financial Officer Confer...
2023-10-24 08:24:23 ET Summary Alcoholic beverage companies, including Diageo, are facing challenges in the spirits market as customers start trading down while costs remain elevated. Diageo has been losing market share in the US recently, but the losses seem more tied to brand va...
2023-08-19 10:40:00 ET Summary Remy Cointreau's share price has recovered after a decrease during the COVID pandemic. FY 2023 showed significant improvement, with increased operating profit and net income. FY 2024 is expected to be a mixed bag, with a strong recovery anticipat...
2023-06-15 04:38:14 ET Summary Davide Campari has a clear growth trajectory in underpenetrated markets incomparable to peers, with scale enabling margins to become in-line with them. Its product portfolio benefits from several monopoly-brands that are synonymous with their spirit ...
2023-06-01 19:16:02 ET Rémy Cointreau SA (REMYF) Q4 2023 Earnings Conference Call June 01, 2023 01:30 AM ET Company Participants Marie-Amélie de Leusse - Chairman Eric Vallat - CEO Luca Marotta - CFO Conference Call Participants Edward Mundy...