Hugo Boss
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KG
kgmaik89
Community Contributor
Fashion in Transition: expacted Recovery in 2025-26
günstig bewertet Qualitätsmarke solides Geschäftsmodell: Net Cash, hohe FCF Marktaussicht unsicher: 2-4 % CAGR (Luxusmarken noch am besten aufgestellt: höchste Margen) Upsides: qualitity Earnings (Net Cash, hohe FCF), Marke, solides Management, Profitabilität, Innovation (Marken, Produktbildung: Fokus jüngere Kunden (Hugo: günstiger?), Beckham,... ) Downsides: geopolitsche Spannungen (Abkoppelung China, Russland), Regulierungen Nachhaltigkeit, Konkurrenz, Verlagerung Produktion in Verkaufsländer in Reaktion auf Klimavulnaribiätit der Supply Chain --> ggf.
View narrative€65.71
FV
32.1% undervalued intrinsic discount4.00%
Revenue growth p.a.
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8 months ago author updated this narrative
WA
Consensus Narrative from 18 Analysts
SELECTED BY BECKHAM Will Deepen Customer Engagement In Future Quarters
Key Takeaways Enhanced brand attractiveness and digital commerce strategies are expected to drive future revenue growth and deepen customer loyalty. Cost-saving measures and operational efficiency improvements aim to bolster net margins and cash flow, enhancing future financial performance.
View narrative€47.86
FV
6.8% undervalued intrinsic discount4.42%
Revenue growth p.a.
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24 days ago author updated this narrative