Hermès International : Marche impériale
>Croissance T2 2023 à 28%, marge S1 à 44% : qui dit mieux ? - Le groupe publie un CA S1 à 6 698 M€ soit +22% y/y et +25% y/y tcc, indiquant un T2 à 3 317 M€ +27.5% y/y tcc après +23% au T1 et l’EBIT du semestre s’élève à 2 947 M€ soit une marge à 44.0% après 42.1% au S1 l’an dernier et 39% au S2. Nos estimations s’élevaient à 6 639 M€ pour le CA S1 (croissance T2 attendue à c.24%) et 2 775 M€ pour l’EBIT (marge 41.8%) et le consensus Visible Alpha était lui à respecti...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.