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

Eugenio Catone
4.32K Followers
(9min)

Summary

  • 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.
  • Despite a challenging year for haute couture, Moncler maintains high profit margins and growing free cash flow, making it a reliable long-term investment.
Moncler store at Fiumicino Airport in Rome

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In late 2024, I published a series of buy articles on Moncler (OTCPK:MONRF), an Italian haute couture company that was collapsing due to the tightening economic environment. The entire haute couture industry was in trouble (and still is), but after only

This article was written by

4.32K Followers
Hi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfolio. My interest in financial markets started about 5 years ago when I accidentally came across a video about trading. That was the spark that introduced me to a new world, but over time I realized that it was not my path: too many charts, lines, and not very concrete concepts for a pragmatic person like me. I needed something different and that I found in fundamental analysis. It is a totally different approach and one that evaluates the actual results achieved by a company rather than the candlesticks made by its price per share. That was the turning point for me and I have not stopped learning ever since. I mainly invest in stocks and ETFs; I prefer US companies but I often analyze European or Chinese companies as well. Being young, my investments typically have a very long-term view; I often take a contrarian view.Seeking Alpha is a way for me to express my opinion and meet new people. My articles are intended as pure entertainment and I hope you will find them interesting.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MONRF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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