reports
- Arancha Pineiro
L’ORÉAL: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 10.739 M euros (-1,3% vs -0,8% BS(e) y -1,4% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 22.473 M euros (+1,6% vs +1,8% BS(e) y +1,5% consenso); EBIT: 4.740 M euros (+3,1% vs +2,0% BS(e) y +1,8% consenso); BDI: 3.783 M euros (+1,0% vs +1,0% BS(e) y -0,2% consenso).
- Pierre Tegner
- Research Department
INFORME DIARIO 30 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, SANTANDER, TALGO, TELEFÓNICA. EUROPA: ADIDAS, DANONE, KERING, L’ORÉAL, MERCEDES BENZ GROUP. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 2T’25 que se publicarán en España y Europa en los próximos días. Los resultados toman el relevo Recuperación marcada por el...
2025 Half-Year Results
2025 Half-Year Results Sequential Acceleration in Like-for-like Growth1 Further Operating Margin Expansion Sales: 22.47 billion euros, +3.0% like-for-like2 (+3.2% adjusted1), +1.6% reported.Adjusted for the phasing related to the 2024 and 2025 IT transformation,like-for-like growthaccelerated from +2.6% in the first quarter to +3.7% in the second.By region, emerging markets advanced in double digits; mainland China returned to growth1.All Divisions grew, led by Professional Products. Consumer Products started to see early signs of recovery in North America, including makeup.Fragrances ...
Résultats semestriels 2025
Résultats semestriels 2025 Accélération séquentielle de la croissance en comparable1 Nouvelle amélioration de la marge d’exploitation Chiffre d’affaires : 22,47 milliards d’euros, + 3,0 % à données comparables2 (+ 3,2 % ajusté1), + 1,6 % à données publiées.Ajustée du phasage lié à la transformation IT en 2024 et 2025, la croissance à données comparables accélère, de + 2,6 % au premier trimestre à + 3,7 % au deuxième trimestre.Par Zone géographique, les marchés émergents progressent à deux chiffres ; la Chine continentale renoue avec la croissance1.Toutes les Divisions sont en croiss...
Interparfums, Inc. Reports 2025 Second Quarter Net Sales
Interparfums, Inc. Reports 2025 Second Quarter Net Sales 2025 Second Quarter Conference Call Scheduled for August 6, 2025 NEW YORK, July 23, 2025 (GLOBE NEWSWIRE) -- Interparfums, Inc. (NASDAQ GS: IPAR) (“Interparfums” or the “Company”) today announced net sales for three and six months ended June 30, 2025. Net Sales ($ in millions)Three Months EndedSix Months EndedJune 30,June 30, 2025 2024 % Change 2025 2024 % Change Total Interparfums, Inc.$334 $342 (2%) $673 $666 1% European based net sales$241 $226 6% $488 $457 7% United States based net sales$96 $120 (20%) $190 $216 (12%) Elimi...
Interparfums Announces Fragrance License Agreement with Longchamp
Interparfums Announces Fragrance License Agreement with Longchamp NEW YORK, July 22, 2025 (GLOBE NEWSWIRE) -- Interparfums, Inc. (NASDAQ GS: IPAR) today announced that its subsidiary, Interparfums SA, has signed an exclusive fragrance license agreement with Longchamp, a Parisian Maison founded in 1948, through December 31, 2036. Interparfums SA will be responsible for the creation, development, production and distribution of fragrance lines in Longchamp-brand points of sale and selective distribution channels such as department stores, perfumeries and duty-free shops. The first l...
Disclosure of total number of voting rights and number of shares in t...
Disclosure of total number of voting rights and number of shares in the capital at June 30, 2025 French limited company (Société anonyme) with registered capital of 106,863,072.80 eurosRegistered office: 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifier: 529900JI1GG6F7RKVI53 Disclosure of total number of voting rights and number of sharesin the capital at June 30, 2025 Pursuant to article L-233-8 II of the French “Code de Commerce” and 223-16 of the AMF's General Regulations: Total number of shares 534,315,434 Number of real voting rights (excluding treas...
Déclaration du nombre total de droits de vote et du nombre d’actions c...
Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 30 juin 2025 Société anonyme au capital de 106.863.072,80 euros Siège social : 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisCode LEI (Legal Entité Identifier) : 529900JI1GG6F7RKVI53 Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 30 juin 2025 Conformément aux articles L.233-8 II du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers : Nombre d’actions composant le capital 534 315 434Nombre réel de droits de ...
Disclosure of total number of voting rights and number of shares in t...
Disclosure of total number of voting rights and number of shares in the capital at May 31, 2025 French limited company (Société anonyme) with registered capital of 106,863,072.80 eurosRegistered office: 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifier: 529900JI1GG6F7RKVI53 Pursuant to article L-233-8 II of the French “Code de Commerce” and 223-16 of the AMF's General Regulations: Total number of shares 534,315,364 Number of real voting rights (excluding treasury shares) 533,389,340 Theoretical number of voting rights (including treasury shares*)(*...
Déclaration du nombre total de droits de vote et du nombre d’actions c...
Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 31 mai 2025 Société anonyme au capital de 106.863.072,80 euros Siège social : 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisCode LEI (Legal Entité Identifier) : 529900JI1GG6F7RKVI53 Conformément aux articles L.233-8 II du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers : Nombre d’actions composant le capital 534 315 364Nombre réel de droits de vote (Déduction faite des actions auto-détenues)533 389 340Nombre théorique des droits de vote (y compris ac...
- Jonathan Moreland
KMPR KEMPER CORPORATION
IPAR INTER PARFUMS INC.
GLP GLOBAL PARTNERS LP
VSH VISHAY INTERTECHNOLOGY INC.
KYN KAYNE ANDERSON MLP INVESTMENT CO.
BMBL BUMBLE
AIRS AIRSCULPT TECHNOLOGIES INC
TYRA TYRA BIOSCIENCES INC
ERNA ETERNA THERAPEUTICS INC.
SDHC SMITH DOUGLAS HOMES CORP
L’ORÉAL ANNONCE LE LANCEMENT D’UNE NOUVELLE OPÉRATION D’ACTIONNARIAT S...
L’ORÉAL ANNONCE LE LANCEMENT D’UNE NOUVELLE OPÉRATION D’ACTIONNARIAT SALARIÉ Le Groupe confirme, avec ce 5ème plan, son ambition de renouveler chaque année cette opération Clichy, 10 juin 2025 – L’Oréal annonce le lancement de sa cinquième opération d’actionnariat salarié afin de permettre aux salariés du Groupe d’acquérir des actions L’Oréal et de les associer étroitement au développement de l’entreprise. Cette opération sera déployée dans tous les pays où cela est possible1, soit 62 pays au total. Elle portera sur un nombre maximum de 300 000 actions, soit 25 000 de plus que l’an dernie...
L’ORÉAL ANNOUNCES LAUNCH OF NEW EMPLOYEE SHARE PLAN
L’ORÉAL ANNOUNCES LAUNCH OF NEW EMPLOYEE SHARE PLAN The Group confirms, with this 5th plan, its ambition to renew this operation every year Clichy, June 10, 2025 – L’Oréal today announces the launch of its fifth employee share ownership plan, allowing employees to purchase L’Oréal shares and more closely participate in the company’s development. This plan will be rolled out in all countries where it is feasible1, 62 in total. It will offer a maximum of 300,000 shares, or 25,000 more than last year. “Sharing economic value with those who contribute to it has always been at the heart of ...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
Suspension of Coverage
From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.ADIDASBEIERSDORFCARREFOURDELIVERY HEROESSILORLUXOTTICAHELLOFRESHHermès InternationalHUGO BOSSINTERPARFUMSJUS
ADS ADIDAS AG
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
OR L'OREAL SA
KER KERING SA
ZAL ZALANDO SE
SFL SAFILO GROUP S.P.A.
MONC MONCLER SPA
SFER SALVATORE FERRAGAMO S.P.A.
TKWY JUST EAT TAKEAWAY.COM N.V.
CFR RICHEMONT
BEI BEIERSDORF
BOSS HUGO BOSS
DHER DELIVERY HERO
HFG HELLOFRESH SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
EF ESSILORLUXOTTICA
UHR THE SWATCH GROUP
MC LVMH
L''Oreal: 1 director
A director at L'Oreal sold 15,000 shares at 376.414EUR and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
Disclosure of total number of voting rights and number of shares in t...
Disclosure of total number of voting rights and number of shares in the capital at April 30, 2025 French limited company (Société anonyme) with registered capital of 106,863,072.80 eurosRegistered office: 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifier: 529900JI1GG6F7RKVI53 Disclosure of total number of voting rights and number of sharesin the capital at April 30, 2025 Pursuant to article L-233-8 II of the French “Code de Commerce” and 223-16 of the AMF's General Regulations: Total number of shares534,315,364Number of real voting rights (excluding treasury shar...
Déclaration du nombre total de droits de vote et du nombre d’actions c...
Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 30 avril 2025 Société anonyme au capital de 106.863.072,80 euros Siège social : 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisCode LEI (Legal Entité Identifier) : 529900JI1GG6F7RKVI53 Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 30 avril 2025 Conformément aux articles L.233-8 II du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers : Nombre d’actions composant le capital 534 315 364 Nombre ré...
Interparfums, Inc. Reports 2025 First Quarter Results
Interparfums, Inc. Reports 2025 First Quarter Results Reaffirms 2025 Sales and Earnings Guidance NEW YORK, May 05, 2025 (GLOBE NEWSWIRE) -- Interparfums, Inc. (NASDAQ GS: IPAR) today reported results for the first quarter ended March 31, 2025. First Quarter Highlights: ($ in millions, except per share amounts)Three Months EndedMarch 31,20252024% ChangeNet Sales$339$3245%Gross Margin63.7%62.5%+120 bpsOperating Income$75$6810%Operating Margin22.2%21.0%+120 bpsNet Income attributable to Interparfums, Inc.$42$414%Diluted EPS$1.32$1.274%The average dollar/euro exchange rate for the 2025 fir...
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