Digital Competition And Fast Fashion Will Erode Luxury Margins

AnalystLowTarget

Not Invested

Consensus Narrative from 16 Analysts

Published

23 Apr 25

Updated

20 Aug 25

AnalystLowTarget's Fair Value

US$241.47

18.4% overvalued

20 Aug

US$285.80

63.7%

-1.7%

Author's Valuation

US$241.5

18.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on07 May 25
Fair value Increased 14%

AnalystLowTarget Fair Value

US$241.5

18.4% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

4.58%

Luxury revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.85%

Calculation

US$973.19m

Earnings '28

17.92x

PE Ratio '28

US$17.44b

Market Cap '28

US$17.44b

Market Cap '28

56.22m

No. shares '28

US$310.17

Share Price '28

US$310.17 Share Price '28

Discounted to 2025 @ 8.85% p.a.

US$240.51

Fair Value '25

Digital Competition And Fast Fashion Will Erode Luxury Margins

Shared on07 May 25Fair value Increased 14%

Shared on07 May 25
Fair value Increased 14%