Report
Jean Danjou

Moncler : Très bonne fin d’année et un ton plus confiant sur 2024

>Croissance CA T4 à +16%, marge FY à 30% : performance robuste qui excède les attentes - Moncler publie un CA groupe au titre de 2023 à 2984.2 M€ soit +15% y/y et +17% y/y tcc avec un EBIT à 893.8 M€ (marge à 30.0% contre 29.8% en 2022). Nous tablions sur respectivement 2929 M€ et 870 M€ (marge à 29.7%), et le consensus visé par la société 2928 M€ et 871 M€ (marge à 29.7%). L’écart positif est visible, le CA sortant à près de +2% au-dessus des attentes et c’est près ...
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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