Samsonite Group Stock Price

Community Fair Values

• AN

  

  AnalystLowTarget

  Consensus Narrative from 16 Analysts

  Regulatory Pressures And US Wholesale Exposure Will Squeeze Margins

  Key Takeaways Climate policies, virtual work trends, and shifting demographics threaten sustained growth in Samsonite's core travel markets and premium product segments. Heavy reliance on wholesale and rising digital-native competition may erode market share, limit adaptability, and compress margins.

  HK$13.30

  FV

  23.9% overvalued intrinsic discount

  1.04%

  Revenue growth p.a.

  0users have liked this narrative

  0users have commented on this narrative

  0users have followed this narrative

  6 days ago author updated this narrative
• AN

  

  AnalystHighTarget

  Consensus Narrative from 16 Analysts

  Global Air Travel And Digitalization Will Drive Luggage Demand

  Key Takeaways Momentum in Asia and Latin America, combined with strong store and DTC channel growth, positions Samsonite for significant operating leverage and sustained earnings expansion. Premium innovations and diversified revenue streams make Samsonite less cyclical, supporting durable revenue growth and consistently strong cash flow across global markets.

  HK$30.97

  FV

  46.8% undervalued intrinsic discount

  5.89%

  Revenue growth p.a.

  0users have liked this narrative

  0users have commented on this narrative

  0users have followed this narrative

  6 days ago author updated this narrative
• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 16 Analysts

  Expanding DTC Channels And Tumi's Lightweight Luggage Will Strengthen Market Position

  Key Takeaways Strategic DTC channel expansion and brand elevation aim to boost revenue and improve margins through better pricing control and customer experience. Product innovation and sustainability efforts are expected to strengthen market position, attract eco-conscious consumers, and enhance long-term growth.

  HK$21.20

  FV

  22.2% undervalued intrinsic discount

  2.96%

  Revenue growth p.a.

  0users have liked this narrative

  0users have commented on this narrative

  1users have followed this narrative

  6 days ago author updated this narrative