Report
Arnaud Autier ...
  • Pierre Tegner

Rémy Cointreau : Résultats du S1 FY23/24 : le pire est désormais derrière nous

>Surperformance maintenue avec un OC inchangé à 129 € - Nous maintenons notre opinion Surperformance sur Rémy Cointreau et laissons notre OC inchangé. Après avoir été le premier à pâtir des effets de la normalisation de la consommation et du surstockage aux US, le groupe devrait voir ses performances opérationnelles s’améliorer au S2 FY 24e. Cette amélioration séquentielle et le retour du marché du cognac aux US à des taux de croissance normalisés devraient soutenir l...
Underlying
Remy Cointreau SA

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.

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
Arnaud Autier

Pierre Tegner

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