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- 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. steigende Produktionskosten (abnehmende Profitmargen) vs. Risikoadjustierung, Veränderte Konsumentenfokus: Trend zu Home Office, Freitzeit/Outdoor/Reise-Mode,
- Erwartung Erholung ab 2025-2026
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Disclaimer
The user kgmaik89 holds no position in XTRA:BOSS. Simply Wall St has no position in any of the companies mentioned. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
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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
7.5% undervalued intrinsic discount4.42%
Revenue growth p.a.
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9 days ago author updated this narrative
