Update shared on26 Sep 2025
Fair value Decreased 1.47%Analysts have reduced Moncler's price target to €56.37, reflecting near-term headwinds, decelerating brand momentum, and muted sector demand, while maintaining cautious optimism on the brand’s long-term strength.
Analyst Commentary
- Bullish analysts slightly reduced price targets while maintaining positive ratings, reflecting ongoing faith in the brand but acknowledging near-term headwinds.
- Slowing brand momentum in fiscal 2025, with expectations of performance troughing in Q2, has prompted more cautious outlooks for the remainder of the year.
- Lack of visible catalysts at current share price levels is leading to more conservative target adjustments, especially from previously bullish coverage.
- Analysts cite ongoing uncertainty around the company's ability to reaccelerate growth in the second half of 2025, fueling downgrades or reduced optimism.
- Sector peers’ relatively stronger momentum and subdued consumer demand in luxury apparel are contributing to lower price targets and more neutral recommendations.
Valuation Changes
Summary of Valuation Changes for Moncler
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €57.22 to €56.37.
- The Consensus Revenue Growth forecasts for Moncler has fallen from 6.7% per annum to 6.1% per annum.
- The Net Profit Margin for Moncler remained effectively unchanged, moving only marginally from 20.40% to 20.62%.
Disclaimer
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