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).
  • TickerMONC
  • ISINIT0004965148
  • SectorPersonal Goods
  • CountryItaly

Analysts

1 director sold

A director at Moncler Spa sold 30,000 shares at 36.400EUR and the significance rating of the trade was 100/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board m...

Ng Adrian

Moncler S.p.A

Cedric Rossi

MONCLER: In line but good Q1 publication, FY prospects remain attractive | BUY | EUR39 vs. EUR36 (+10%)

MONCLER - BUY | EUR39 vs. EUR36 (+10%) In line but good Q1 publication, FY prospects remain attractive In line but solid Q1 organic growth (+11%) Normalizing trends due to high comps FY19 outlook is still quite appealing Buy recommendation confirmed and FV nudged up to EUR39

Jelena Sokolova

Morningstar | Moncler's 1Q Sales Growth Strong as Expected. FVE Maintained

We are maintaining our fair value estimate for narrow-moat Moncler as the company delivered first-quarter sales in line with our annual expectations. Although, Moncler’s outperformance versus peers continues, we believe it to be well reflected in the price and see shares as expensive. Revenue increased by 14% in the quarter at actual currencies (11% at constant exchange rates), versus our 14.9% annual growth forecast. Growth remains solid and comes on top of a challenging comparison base (28% growth at constant exchange rates in the first quarter 2018). Traffic and conversion developed positi...

Jelena Sokolova

Moncler's 1Q Sales Growth Strong as Expected. FVE Maintained

We are maintaining our fair value estimate for narrow-moat Moncler as the company delivered first-quarter sales in line with our annual expectations. Although, Moncler’s outperformance versus peers continues, we believe it to be well reflected in the price and see shares as expensive. Revenue increased by 14% in the quarter at actual currencies (11% at constant exchange rates), versus our 14.9% annual growth forecast. Growth remains solid and comes on top of a challenging comparison base (28% gr...

Cedric Rossi

MONCLER: In line but good Q1 publication, FY prospects remain attractive | BUY | EUR39 vs. EUR36 (+10%)

MONCLER - BUY | EUR39 vs. EUR36 (+10%) In line but good Q1 publication, FY prospects remain attractive In line but solid Q1 organic growth (+11%) Normalizing trends due to high comps FY19 outlook is still quite appealing Buy recommendation confirmed and FV nudged up to EUR39

Jelena Sokolova

Morningstar | Moncler's 1Q Sales Growth Strong as Expected. FVE Maintained

We are maintaining our fair value estimate for narrow-moat Moncler as the company delivered first-quarter sales in line with our annual expectations. Although, Moncler’s outperformance versus peers continues, we believe it to be well reflected in the price and see shares as expensive. Revenue increased by 14% in the quarter at actual currencies (11% at constant exchange rates), versus our 14.9% annual growth forecast. Growth remains solid and comes on top of a challenging comparison base (28% growth at constant exchange rates in the first quarter 2018). Traffic and conversion developed positi...

Jelena Sokolova

Moncler's 1Q Sales Growth Strong as Expected. FVE Maintained

We are maintaining our fair value estimate for narrow-moat Moncler as the company delivered first-quarter sales in line with our annual expectations. Although, Moncler’s outperformance versus peers continues, we believe it to be well reflected in the price and see shares as expensive. Revenue increased by 14% in the quarter at actual currencies (11% at constant exchange rates), versus our 14.9% annual growth forecast. Growth remains solid and comes on top of a challenging comparison base (28% gr...

Cedric Rossi

MONCLER BUY | EUR36 End of an era: Eurazeo exits Moncler

MONCLER BUY | EUR36 End of an era: Eurazeo exits Moncler Eurazeo has completely sold its 4.8% stake Eurazeo has been a shareholder since June 2011 Buy recommendation reiterated

Jelena Sokolova

Morningstar | MONC Updated Star Rating from 01 Mar 2019

We are maintaining our narrow moat rating for Moncler as the company reported strong full-year sales in line with our expectations but ahead of consensus estimates. We expect to increase our fair value estimate by a mid-single-digit percentage to reflect the patent box agreement that will lower the effective tax rate for the company over the next five years to around 24%-25%. Comparable-store sales in 2018 increased 18% versus the 17% we anticipated, while overall retail revenue was up 26% at constant currencies, in line with our expectations. Wholesale growth was 13% at constant currencies, ...

1 director sold

A director at Moncler Spa sold 30,000 shares at 36.400EUR and the significance rating of the trade was 100/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board m...

Ng Adrian

Moncler S.p.A

Due to a more favourable environment, MONCLER slightly increases to Neutral

MONCLER (IT), a company active in the Clothing & Accessories industry, slightly increases its general evaluation. The independent financial analyst theScreener just confirmed the stock market behaviour of the title as moderately risky. At the fundamental level, theScreener confirms the rating of 1 out of 4 stars; given the more favourable environment, the title's overall rating is upgraded to Neutral even if it remains under pressure. As of the analysis date October 26, 2018, the closing price was EUR 30.23 and its target price was estimated at EUR 28.72.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

Moncler April 16th, 2019

In item 2, shareholders are called to an advisory vote on the remuneration policy. We regret that the long-term incentive exclusively depends on EPS, as it may be increased through share buy-back programs activated by the Company. We also note that 15% of the annual bonus depends on a qualitative assessment of undisclosed indicators related to sustainability and people engagement. Also taking into account that the Chairman-CEO's fixed remuneration (€ 1.5 million) is substantially above the median at comparable companies (€ 1.1 million), we recommend opposition. In item 3.3, the AGM is called ...

Matthieu DRIOL

Short term view - MONCLER : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €29.92, then €27.52. Passing €40.09 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - MONCLER : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 29,92 €, puis 27,52 €. Le franchissement de 40,09 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Analyse court terme - MONCLER : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 29,92 €, puis 27,52 €. Le franchissement de 40,09 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - MONCLER : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €29.92, then €27.52. Passing €40.09 would question the continuation of the fall.

Matthieu DRIOL

Analyse moyen terme - MONCLER : La tendance est haussière.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 27,40 €. La tendance serait remise en cause par la rupture de 27,40 €.

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