Report
Jean Danjou

Moncler : Still in good shape despite China

>Short-term outlook: a pretty confident message that is in line with that given at the CMD on 5 May - Confirmation of strong demand in Q2 in Europe, in the US and for Asia in South Korea, and to a lesser extent in Japan, no perceptible effect at this stage from the overall cooling-down of macroeconomic conditions. As also pointed out by the other major luxury good brands, Europe stands out this quarter thanks to a combination of still healthy local demand and the res...
Underlying
Moncler SpA

Moncler is a jacket and sportswear production group based in Italy. Co. directly produces and distributes its own clothing and accessories collections, through its direct boutiques and exclusive department and multibrand stores. Co. branded products range from the high fashion segment with the Gamme Rouge and Gamme Bleu collections (exclusive products and selected distribution to boutiques) to the Grenoble collection (sporting and technical garments). As of Dec 31 2013, Co. operated a network of 135 stores, including 107 directly operated stores (DOS) and 28 wholesale stores (27 shop-in-shop and 1 franchise store).

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Jean Danjou

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