RCO Share Price Performance
€39.58
-3.72 (-8.59%)
36.6% undervalued intrinsic discount
€62.41
Fair Value
Price €39.58
AnalystHighTarget €62.41
AnalystLowTarget €32.00
AnalystConsensusTarget €45.61
Fair Value€62.41
Share Pricen/a
Rémy Cointreau SA Stock Price
- 3 Narratives written by author
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- 16 Fair Values set on narratives written by author
RCO Community Narratives
AN
Fair Value €62.41 36.6% undervalued intrinsic discount
Emerging Markets And Digital Retail Will Empower Premium Spirits
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Fair Value €32 23.7% overvalued intrinsic discount
Shifting Consumer Tastes Will Depress Premium Spirits Demand
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AN
Fair Value €45.61 13.2% undervalued intrinsic discount
RCO: Expanding US And China Investments Will Support Business Recovery Ahead
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Emerging Markets And Digital Retail Will Empower Premium Spirits
Key Takeaways E-commerce leadership and optimized cost structures are expected to accelerate margins and global revenue growth, especially as premiumization trends and direct sales strategies intensify. Incoming CEO's innovation focus and strong ESG initiatives position the brand for rising demand, heightened pricing power, and long-term earnings upside.Read more
13
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AN
€62.41
36.6% undervalued intrinsic discount
Fair Value
Revenue
7.09% p.a.
Profit Margin
15.11%
Future PE
22.76x
Price in 2029
€73.9
Shifting Consumer Tastes Will Depress Premium Spirits Demand
Key Takeaways Shifting consumer preferences and demographic changes threaten long-term demand for premium spirits, weakening Rémy Cointreau's core brands and future revenue growth potential. Overdependence on luxury cognac and vulnerable Asia-Pacific markets exposes the company to heightened risks from market shocks, regulatory pressures, and environmental cost increases.Read more
28
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AN
€32
23.7% overvalued intrinsic discount
Fair Value
Revenue
1.37% p.a.
Profit Margin
8.46%
Future PE
24.57x
Price in 2029
€37.89
RCO: Expanding US And China Investments Will Support Business Recovery Ahead
Key Takeaways Strategic investments and innovative opportunities are prioritized to drive future revenue growth despite current sales challenges. Rigorous cost management and targeted marketing investments aim to stabilize financials and boost profitability, particularly in the U.S. and China.Read more
71
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AN
€45.61
13.2% undervalued intrinsic discount
Fair Value
Revenue
1.97% p.a.
Profit Margin
12.02%
Future PE
22.18x
Price in 2028
€53.66
Trending Discussion
Recently Updated Narratives
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RCO: Premium Brand Execution And Higher Future P/E Will Support Upside
Fair Value: €62.41 36.6% undervalued intrinsic discount
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AN
RCO: Muted Sales Outlook And Margin Pressure Will Weigh On Returns
Fair Value: €32 23.7% overvalued intrinsic discount
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RCO: Long-Term Upside Will Depend On Recovery In Key Global Markets
Fair Value: €45.61 13.2% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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Snowflake Analysis
Rémy Cointreau SA Key Details
About RCO
- Founded
- 1724
- Employees
- 1856
- CEO
- WebsiteView website
Rémy Cointreau SA, together with its subsidiaries, engages in the production, sale, and distribution of liqueurs and spirits. It operates through Rémy Martin, Liqueurs & Spirits, and Partner Brands segments. The company offers cognacs, liqueurs, single malt whiskies, gins, rums, brandies, wines, and champagnes primarily under the Cointreau, Metaxa, St-Rémy, Mount Gay, Bruichladdich, The Botanist, Westland, Le Domaine des Hautes Glaces, Belle de Brillet, Telmont, Port Charlotte, Octomore, Rémy Martin, and LOUIS XIII brands. It operates in Europe, the Middle East, Africa, the Americas, Asia, Australia, and New Zealand. The company was founded in 1724 and is headquartered in Cognac, France.
