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Compagnie Financière Richemont

Leadership Changes At Cartier And Van Cleef & Arpels Will Strengthen Operations

Key Takeaways Strategic investments in Jewellery Maisons and e-commerce operations aim to enhance efficiency, revenue, and profitability, with key acquisitions and expansions. Leadership changes and a focus on direct-to-client sales target operational improvements and revenue growth, despite challenges in the Asia Pacific market.Read more

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AnalystConsensusTarget

CHF 165.41

4.0% overvalued

AnalystConsensusTarget's Fair Value

Revenue

5.26% p.a.

Profit Margin

18.64%

Future PE

26.55x

Price in 2028

CHF 194.94

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Popular Narratives

RO

RockeTeller

Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)

Fair Value: CA$86 83.7% undervalued

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AL

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

Fair Value: US$16.25 333.5% overvalued

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AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

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Trending Discussion

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nutdanai

aokwahanutdanai@gmail.com

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AMC will prove to be BBBY 2.0 before it's all done. Life has become too expensive for people (especially those with children) to afford movie theater experiences regularly. If you add for the even higher ticket prices of "specialty" theaters with the luxury seating and XL/3D screens, it becomes even MORE unaffordable. This becomes just plain comical when additionally factoring in the unreasonably high priced snacks & drinks. The average family has been priced out of "movie nights". More and more people have instead, saved up to buy ever larger TVs, (which have become much more affordable in resent years) in order to stretch their money and remain on budget throughout their movie watching. With a substantially larger TV, it feels a bit more similar to the "big screen" experience of a movie theater. As time goes on, the theater ONLY experience will be reserved for those special releases that have been anxiously waited on and are expected to be EXTREME and INTENSE! The mere lack of affordability will make movie going, a growingly rare occasion for an increasing number of people. Although the theater is a favorite pastime, facts ARE facts. This particular source of entertainment, has become too budget busting, year over year for the average consumer. I, quite frankly, see this problem only growing worse in the future.

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Low PB, PE, and high ROE relative to Canadian financials. Access to cheap capital through insurers and reinsurers (Buffet's formula for success), and very astute management.

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