Hermès International : Croissance favorable portée par le cuir mais la pression sur la marge se confirme
>Croissance toujours remarquable au T2 à près de 13%, marge EBIT tout de même en recul de près de 200 pb en y/y sur le S1 - Le CA S1 du groupe ressort à 7 504 M€ et le résultat opérationnel à 3 148 M€, ces chiffres se comparent à une estimation ODDO BHF de 7 383 M€ et 3 067 M€ (écart positif de près de 3%) et à un consensus FactSet avant publication affichant 7 488 M€ et 3 189 M€ (l’écart sur l’EBIT est légèrement négatif). La croissance du CA à tcc au T2 ressort fav...Hermes International is engaged in the manufacture, sale, and distribution of luxury goods primarily in France, rest of Europe, Japan, Asia-Pacific, and Americas. Co.'s activities can be divided into two segments: the distribution via Co.'s exclusive network and the distribution via specialist outlets. The distribution via Co.'s exclusive network comprises silks and textiles, leather goods and saddlery, ready-to-wear and fashion accessories (men and women's clothing, belts, jewellery accessories, gloves, hats and shoes), and other goods (jewellery and products of the art of living department). The distribution via specialist outlets comprise perfumes, tableware and watches.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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