Bryan Garnier - Inditex (ITX SM) (ITX SM) Luxury Fashion | Q3 Top Picks: Inditex

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Bryan Garnier

Cedric Rossi ...

Loic Morvan

Luxury & Fashion | Q3 Top Picks: Inditex

Luxury & Fashion |
Q3 Top Picks: Inditex
How we see Our assumptions for H2 2020
Q3 2020 and H1 2020 results
Top Pick: Inditex and our favourites in each segment

03/07/2020 5 EN

Underlying

Inditex (ITX SM)

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Provider

Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

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Analysts

Cedric Rossi

Loic Morvan

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Sabadell

INDITEX: 4Q'23 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'23 vs. 4Q'22 Results Sales: € 10.338 Bn (+8.7% vs. +8.3% BS(e) and +8.9% consensus); EBIT: € 1.617 Bn (+20.4% vs. +15.6% BS(e) and +19.4% consensus); Net Profit: € 1.279 Bn (+23.6% vs. +22.5% BS(e) and +23.0% consensus); FY2023 vs. FY2022 Results Sales: € 35.947 Bn (+10.4% vs. +10.3% BS(e) and +10.4% consensus); EBIT: € 6.809 Bn (+23.4% vs. +22.2% BS(e) and +23.1% consensus); Net Profit: € 5.381 Bn (+30.3% vs. +30.0% BS(e) and +30.1% consensus);

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Sabadell

INDITEX: RDOS. 4T’23 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'23 vs 4T'22: Ventas: 10.338 M euros (+8,7% vs +8,3% BS(e) y +8,9% consenso); EBIT: 1.617 M euros (+20,4% vs +15,6% BS(e) y +19,4% consenso); BDI: 1.279 M euros (+23,6% vs +22,5% BS(e) y +23,0% consenso). Rdos. 2023 vs 2022: Ventas: 35.947 M euros (+10,4% vs +10,3% BS(e) y +10,4% consenso); EBIT: 6.809 M euros (+23,4% vs +22,2% BS(e) y +23,1% consenso); BDI: 5.381 M euros (+30,3% vs +30,0% BS(e) y +30,1% consenso).

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IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ARCELORMITTAL, INDITEX, SOLARIA. Markets continue to rise Despite the surprising increase in US inflation data, which could raise doubts on the start of rate cuts by the Fed in June, stock markets rose on both sides of the Atlantic and the IBEX reached a high since Feb’18 near 10,400 points. In the STOXX 600, all the sectors except Real Estate, Utilities and Telecoms closed with gains, led by Autos and Banks. On the macro side, in the UK February’s ILO unemployment rate rose more than expected. the first rise since July of last year, and the YoY rise in salary gains slowed to Ju...

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L'Oréal reports encouraging Q1 2024 sales figures

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EssilorLux: in-line Q1 sales performance and good vibes ahead of Q2

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Luxury & Fashion | Q3 Top Picks: Inditex

INDITEX: 4Q'23 RESULTS (ANÁLISIS BANCO SABADELL)

INDITEX: RDOS. 4T’23 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)

L'Oréal reports encouraging Q1 2024 sales figures

Food Delivery: diverging growth/FCF profiles

EssilorLux: in-line Q1 sales performance and good vibes ahead of Q2

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