お知らせ • Mar 16
Brunello Cucinelli S.p.A., Annual General Meeting, Apr 23, 2026 Brunello Cucinelli S.p.A., Annual General Meeting, Apr 23, 2026, at 10:00 W. Europe Standard Time. お知らせ • Feb 21
Brunello Cucinelli S.p.A. announces Annual dividend, payable on May 20, 2026 Brunello Cucinelli S.p.A. announced Annual dividend of EUR 1.0400 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026. お知らせ • Mar 19
Brunello Cucinelli S.p.A. announces Annual dividend, payable on May 21, 2025 Brunello Cucinelli S.p.A. announced Annual dividend of EUR 0.9400 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €95.15, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 16x in the Luxury industry in Europe. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.26 per share. Reported Earnings • Sep 03
First half 2024 earnings released: EPS: €0.90 (vs €0.91 in 1H 2023) First half 2024 results: EPS: €0.90 (down from €0.91 in 1H 2023). Revenue: €620.7m (up 14% from 1H 2023). Net income: €60.9m (down 1.4% from 1H 2023). Profit margin: 9.8% (down from 11% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • May 13
Upcoming dividend of €0.91 per share Eligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (0.7%). Declared Dividend • Mar 25
Dividend increased to €0.91 Dividend of €0.91 is 40% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 15
Full year 2023 earnings released: EPS: €1.69 (vs €1.19 in FY 2022) Full year 2023 results: EPS: €1.69 (up from €1.19 in FY 2022). Revenue: €1.14b (up 24% from FY 2022). Net income: €114.6m (up 42% from FY 2022). Profit margin: 10% (up from 8.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth. お知らせ • May 25
Chanel entered into an agreement to acquire 24.5% stake in CARIAGGI LANIFICIO S.p.A. from Brunello Cucinelli S.p.A. (BIT:BC) and Cariaggi family. Chanel entered into an agreement to acquire 24.5% stake in CARIAGGI LANIFICIO S.p.A. from Brunello Cucinelli S.p.A. (BIT:BC) and Cariaggi family on May 23, 2023. Brunello Cucinelli owned a shareholding of 43% in the share capital of Cariaggi Lanificio. Following the today’s sale Brunello Cucinelli retains a stake of 24.5%.By virtue of the same agreement Cariaggi family has sold to Chanel a shareholding of 6% in the share capital of Cariaggi Lanificio. The parties have signed a long-term shareholders’ agreement to set the corporate governance of Cariaggi Lanificio S.p.A. providing that the Cariaggi family retains control and management of the company. Upcoming Dividend • May 15
Upcoming dividend of €0.65 per share at 0.8% yield Eligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (0.8%). Reported Earnings • Mar 17
Full year 2022 earnings released: EPS: €1.19 (vs €0.78 in FY 2021) Full year 2022 results: EPS: €1.19 (up from €0.78 in FY 2021). Revenue: €919.7m (up 29% from FY 2021). Net income: €80.6m (up 51% from FY 2021). Profit margin: 8.8% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Chairman of the Board of Statutory Auditors Paolo Prandi was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Sep 02
First half 2022 earnings released First half 2022 results: Revenue: €415.4m (up 32% from 1H 2021). Net income: €46.6m (up 129% from 1H 2021). Profit margin: 11% (up from 6.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.0%, compared to a 13% growth forecast for the Luxury industry in Germany. Upcoming Dividend • May 16
Upcoming dividend of €0.42 per share Eligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (1.6%). Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Chairman of the Board of Statutory Auditors Paolo Prandi was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment improved over the past week After last week's 17% share price gain to €51.05, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 19x in the Luxury industry in Europe. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.52 per share. Reported Earnings • Mar 12
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: €0.78 (up from €0.49 loss in FY 2020). Revenue: €712.2m (up 31% from FY 2020). Net income: €53.3m (up €86.5m from FY 2020). Profit margin: 7.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Reported Earnings • Aug 29
First half 2021 earnings released: EPS €0.30 (vs €0.70 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €313.8m (up 53% from 1H 2020). Net income: €20.3m (up €67.9m from 1H 2020). Profit margin: 6.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. お知らせ • Mar 19
Brunello Cucinelli S.p.A., Annual General Meeting, Apr 19, 2021 Brunello Cucinelli S.p.A., Annual General Meeting, Apr 19, 2021, at 10:00 Central European Standard Time. Location: Cucinelli Theatre in Via Giovine Italia 2, Solomeo Perugia Italy Agenda: To consider financial Statements for the year ended on December 31st, 2020; to consider resolution pursuant to Article 123-ter, paragraph 6, of Italian Legislative Decree no. 58/1998 on the second section of the Report on the policy regarding remuneration and fees paid pursuant to Article 123-ter of Italian Legislative Decree no. 58/1998; to consider appointment of the audit firm for financial years 2021 2029 pursuant to Italian Legislative Decree no. 39/2010 and EU Regulation no. 537/2014. Resolutions pertaining thereto and resulting therefrom. Is New 90 Day High Low • Mar 16
New 90-day high: €37.92 The company is up 6.0% from a price of €35.86 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Exceeded the Luxury industry, which is up 2.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €28.74 per share. Reported Earnings • Mar 13
Full year 2020 earnings released: €0.49 loss per share (vs €0.77 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €544.0m (down 11% from FY 2019). Net loss: €33.2m (down 163% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 67% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Mar 13
Revenue beats expectations Revenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 19%, compared to a 9.7% growth forecast for the Luxury industry in Germany. Is New 90 Day High Low • Dec 04
New 90-day high: €35.28 The company is up 38% from its price of €25.60 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.43 per share. お知らせ • Nov 20
Brunello Cucinelli S.p.A. to Report Fiscal Year 2020 Results on Apr 19, 2021 Brunello Cucinelli S.p.A. announced that they will report fiscal year 2020 results on Apr 19, 2021 Is New 90 Day High Low • Nov 12
New 90-day high: €29.24 The company is up 8.0% from its price of €27.00 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.88 per share. Is New 90 Day High Low • Oct 08
New 90-day high: €27.42 The company is up 9.0% from its price of €25.16 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.45 per share.