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seekingalpha.com

Moncler: Repressed Stock Price And Excellent Results Make For The Perfect Match

Moncler's revenues and EBIT increased by 115.53% and 139.27%, respectively, from 2020 to Q2 2025 TTM. In that period, its stock price has remained relatively stable. From 2018 to H1 2025, the company has experienced only a 7.42% increase in its common shares, indicating that its organic growth has been crucial for the company. Currently, the company has a 28.28% debt-to-equity ratio, indicating a low debt level.

seekingalpha.com

Moncler: From Neutral To Buy Ahead Of Winter Season

Q2 results show resilient US demand, strong brand momentum, and operational flexibility, despite modest sales growth and margin compression. Recent LVMH investment strengthens Moncler's shareholder structure and strategic alignment. New product launches and CRM initiatives will likely drive organic growth.

seekingalpha.com

Moncler: A Subdued H1 2025 But Still A Buy

Moncler's H1 2025 results were disappointing, with flat revenues and stagnation across both Moncler and Stone Island brands, especially in EMEA and the Americas. Despite short-term headwinds, Moncler remains highly profitable, with industry-leading margins, a strong return on capital, and a robust balance sheet with negative net debt. The current slowdown is seen as a consolidation phase after years of rapid post-pandemic growth; long-term fundamentals and brand strength remain intact.

cnbc.com

Moncler raises prices on tariffs, may postpone store openings if downturn worsens

The luxury retailer said it had raised prices by "mid-single-digit" percentages for the second half of 2025 and the first half of next year. It added that it was awaiting further clarity on U.S. levies before setting out its full strategy for 2026.

seekingalpha.com

Moncler S.p.A. (MONRF) Q1 2025 Earnings Conference Call Transcript

Moncler S.p.A. (OTCPK:MONRF) Q1 2025 Earnings Call July 23, 2025 ET Company Participants Elena Mariani - Director of Strategic Planning & Investor Relations Gino Fisanotti - Chief Brand Officer Luciano Santel - Executive Director and Chief Corporate & Supply Officer Roberto Eggs - Chief Business Strategy & Global Market Officer and Executive Director Conference Call Participants Luca Giuseppe Solca - Sanfrd C.

seekingalpha.com

Moncler: Time To Buy This Gem

Moncler stands out for its solid fundamentals, high profitability, and resilience versus luxury peers, despite a stagnant share price and challenging macro conditions. The company's focus on direct-to-consumer sales, especially for Stone Island, sacrifices short-term growth for long-term brand exclusivity and higher margins. Moncler's valuation is attractive, trading at historically low multiples, with a strong balance sheet and potential for renewed double-digit growth post-2025.

seekingalpha.com

Moncler: Growth, Low Debt, And High Profit Margin Will Pave The Way

The DCF model implemented suggests that the company is undervalued by 59.19%. In 2024, Moncler achieved a 34.84% liabilities-to-assets ratio, a low value. This value suggests a low risk of bankruptcy. The company has successfully increased its sales per store. In 2019, it averaged €5.96 million per store, rising to €7.05 million in 2024.

seekingalpha.com

Moncler: Transforming Into A Luxury Powerhouse

Moncler's strict scarcity and DTC focus drive high margins, brand prestige, and robust cash flow, outperforming many luxury peers. Q1 2025 results confirm the strategy: revenue up 1% at constant currency, with strong DTC growth offsetting deliberate wholesale cuts. Key risks include wholesale reductions, U.S. tariffs, and reliance on outerwear, but management is expanding into lighter apparel and new markets.

seekingalpha.com

Moncler: Sector De-Rating, FX Impact Limit The Upside

There is no longer a P/E discount on Moncler at its current share price. LVMH kicked off the fashion and luxury earnings season with a muted 2025 expectation. Moncler is still a winter brand, so we question its summertime appeal amid the current macro challenges. We are muted on Stone Island recovery and FX change will likely pay a price on sales. We confirm our neutral view.

barrons.com

Hermès Is Hiking Prices. Other Luxury Companies Will Follow.

The luxury company will increase prices starting May 1.

wsj.com

Moncler Beats Views But Signals Unstable Macroeconomic Environment

Moncler's update comes days after luxury bellwether LVMH reported lackluster results for the start of the year, setting a negative tone for the reporting season.

seekingalpha.com

Stock Picks From Seeking Alpha's March 2025 New Analysts

In March, we welcomed 30 new analysts to Seeking Alpha, and in this article we are showcasing their stock picks and investment strategies. Our analysts covered a diverse set of industries—including IT, financials, utilities, materials, and mining—and provided ratings ranging from Strong Sell to Strong Buy. Top picks include C3.ai, Robinhood, Central Puerto, CF Industries, and Kyndryl.

marketwatch.com

Bernard Arnault's Son Proposed as Moncler Board Member

Moncler shareholders are set to vote on a proposal to appoint Alexandre Arnault, son of LVMH founder and chair Bernard Arnault, as member of the board of the Italian maker of puffer jackets.

seekingalpha.com

Moncler: Winning Winter But No More P/E Discount (Rating Downgrade)

The Q4 results showed a notable 8% turnover growth, driven by strong brand momentum and supportive Chinese market performance. Thanks to the Moncler brand, the company is winning the winter collection. We report the company's solid balance sheet, which might support future acquisitions. Moncler trades at a fair market value with a 26x P/E. We decided to move our rating to neutral.

seekingalpha.com

Moncler: Critical Phase Is Over, But It's No Longer A Buy

Moncler brand FY2024 report shows strong performance with an 8% revenue increase and a 7% stock rise, but current stock price is not a buy. Asia's improving economic situation and Moncler's strategic investments in China have driven double-digit revenue growth, highlighting its competitive advantage. Stone Island shows promise with strong Asian growth, but focus remains on improving existing store profitability rather than rapid expansion.

seekingalpha.com

Moncler S.p.A. (MONRF) Full Year 2024 Financial Results Earnings Call Transcript

Moncler S.p.A. (OTCPK:MONRF) Full Year 2024 Financial Results Earnings Call February 13, 2025 12:00 PM ET Company Participants Elena Mariani – Group Strategic Planning and Investor Relations Director Remo Ruffini – Chairman and Chief Executive Officer Gino Fisanotti – Chief Brand Officer Robert Triefus – Chief Executive Officer, Stone Island Roberto Eggs – Chief Business Strategy and Global Market Officer Luciano Santel – Chief Corporate and Supply Officer Conference Call Participants Erwan Rambourg – HSBC Susy Tibaldi – UBS Louise Singlehurst – Goldman Sachs Edouard Aubin – Morgan Stanley Melania Grippo – BNP Paribas Luca Solca – Bernstein Thomas Chauvet – Citi Chris Gao – CLSA Chiara Battistini – JPMorgan Rogerio Fujimori – Stifel Paola Carboni – Equita Oriana Cardani – Intesa Sanpaolo Operator Good evening.

seekingalpha.com

Moncler: The Italian Luxury Fashion Group With Excellent Fundamental Values

MONRF's revenues and net income grew by 116.73% and 94.74% between 2018 and 2024 Q2 TTM, respectively. Since 2022, MONRF's ROE has fluctuated around 20%. Moncler S.p.A has been successful in opening new retail stores and increasing the revenues of each store.

reuters.com

Moncler not in talks to take over Burberry, sources say

Italy's Moncler MONC.MI is not in talks to take over Burberry , four sources close to the matter said on Monday in response to a report by Britain's Mail on Sunday that a bid by Moncler was imminent.

proactiveinvestors.co.uk

Burberry boosted by more Moncler rumours ahead of results

Ahead of results from Burberry Group PLC (LSE:BRBY) later this week, shares in the UK fashion house continued to be supported by takeover rumours and speculation. Last week, there was speculation that Moncler, the Italian skiwear giant, was eyeing a potential takeover of the UK fashion group.

reuters.com

Moncler repeats it won't comment on 'unsubstantiated rumors' about Burberry

Italy's Moncler on Monday reiterated it would not comment "on unsubstantiated rumors", when asked about a Daily Mail report about a possible takeover by the luxury outerwear maker for British luxury brand Burberry.

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