Richemont


Momentum holds, margin clouds persist

15/01/26 -"Richemont delivered another consensus-beating performance in Q3 25/26, with group sales up 11% at cFx, driven by continued strength in Jewellery Maisons and a long-awaited rebound in watches. Growth ..."

Pages
57
Language
English
Published on
15/01/26
You may also be interested by these reports :
15/01/26
Richemont delivered another consensus-beating performance in Q3 25/26, with group sales up 11% at cFx, driven by continued strength in Jewellery ...

13/01/26
We have removed Hermès from our peer group for the comparison-based valuation. This adjustment mechanically reduces our target price. While Hermès ...

12/01/26
We take a more optimistic view on TomTom’s outlook and valuation following a series of contract wins / announcements recently. This relates to the ...

06/01/26
We have taken a fresh view on TomTom and upgraded our EPS estimates, incorporating cost savings from the organisational realignment. This is ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO