Rémy Cointreau : FY 24/25e : toujours peu de visibilité sur la trajectoire de reprise
>Surperformance maintenue avec un OC inchangé à 105 € - Les résultats du T1 24/25e sont ressortis globalement en ligne avec le consensus. Comme attendu, ils n’induisent pas d’amélioration séquentielle de la performance du groupe vs le S2 23/24 malgré une surprise positive sur le cognac dont la croissance organique du CA ressort à -12%. Les informations apportées par le call de présentation du CA T1 24/25 sont restées vagues et nous invitent à la prudence. Nous ne rév...Remy Cointreau is an operator in the global wines and spirits market. Co. produces, markets and distributes Cognac, Liquors and Spirits and other non-group brand alcoholic beverages. Co.'s primary cognac brand is Remy Martin, produced from Petite Champagne and Grande Champagne eaux-de-vie. Co.'s principal liquor and spirits include the following brands: Cointreau, Passoa, Metaxa, St Remy, and Mount Gay. Co. also operates a distribution network that handles products from partners and third-party companies. Major non-group products distributed by Co. include Scotch Whiskies (Edrington brand), Champagne (Piper-Heidsieck and Charles Heidsieck brands) and Vodka.
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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