Announcement • Jul 16
Compagnie Financière Richemont SA, Annual General Meeting, Sep 09, 2026 Compagnie Financière Richemont SA, Annual General Meeting, Sep 09, 2026, at 10:00 W. Europe Standard Time. Location: hotel intercontinental, chemin du petit-saconnex 9, 1209 geneva, Switzerland Announcement • Jul 12
Compagnie Financière Richemont SA to Report First Half, 2027 Results on Nov 13, 2026 Compagnie Financière Richemont SA announced that they will report first half, 2027 results on Nov 13, 2026 Declared Dividend • Jun 26
Dividend of CHF3.30 announced Shareholders will receive a dividend of CHF3.30. Ex-date: 16th September 2026 Payment date: 21st September 2026 Dividend yield will be 0.08%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • Jun 05
Dividend of CHF3.30 announced Shareholders will receive a dividend of CHF3.30. Ex-date: 16th September 2026 Payment date: 21st September 2026 Dividend yield will be 0.09%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • May 25
Dividend of CHF3.30 announced Shareholders will receive a dividend of CHF3.30. Ex-date: 16th September 2026 Payment date: 21st September 2026 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 23
Full year 2026 earnings released: EPS: €5.89 (vs €6.41 in FY 2025) Full year 2026 results: EPS: €5.89 (down from €6.41 in FY 2025). Revenue: €22.4b (up 4.8% from FY 2025). Net income: €3.46b (down 7.9% from FY 2025). Profit margin: 16% (down from 18% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Announcement • May 23
Compagnie Financière Richemont SA to Report Fiscal Year 2026 Final Results on May 29, 2026 Compagnie Financière Richemont SA announced that they will report fiscal year 2026 final results on May 29, 2026 New Risk • Jan 29
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Announcement • Jan 23
Damiani S.p.A. signed an agreement to acquire Baume & Mercier SA from Compagnie Financière Richemont SA (SWX:CFR). Damiani S.p.A. signed an agreement to acquire Baume & Mercier SA from Compagnie Financière Richemont SA (SWX:CFR) on January 22, 2026.
The transaction is subject to certain condition precedents. Closing is expected in the summer of 2026. Reported Earnings • Nov 16
First half 2026 earnings released: EPS: €3.06 (vs €2.95 in 1H 2025) First half 2026 results: EPS: €3.06 (up from €2.95 in 1H 2025). Revenue: €10.6b (up 5.4% from 1H 2025). Net income: €1.80b (up 3.8% from 1H 2025). Profit margin: 17% (in line with 1H 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Announcement • Sep 11
Compagnie Financière Richemont SA Approves an Ordinary Dividend on 'A' Shares and 'B' Shares for the Year Ended March 31, 2025, Payable on September 22, 2025 for ‘A’ Shares Traded on the Six Swiss Stock Exchange, and September 29, 2025 for ‘A’ Shares Traded on the JSE Johannesburg Stock Exchange Compagnie Financière Richemont SA at its 2025 annual general meeting held on September 10, 2025, approved an ordinary dividend of CHF 3.00 per 'A' share and will be paid on the listed 'A' registered shares while a dividend of CHF 0.30 per share will be paid on the 'B' registered shares in the company. The dividend will be declared in Swiss francs (CHF) and is subject to Swiss withholding tax at the rate of 35%. The remaining available retained earnings of the Company, after payment of the dividend, are to be carried forward to the next business year. The dividend on the Richemont ‘A’ shares traded on the SIX Swiss Stock Exchange is expected to be paid on 22 September 2025, in Swiss francs (CHF). The dividend in respect of the Richemont ‘A’ shares traded on the JSE Johannesburg Stock Exchange will be paid on 29 September 2025, in South African rand (ZAR). The ZAR amount will be based on the exchange rate indicated in the announcement published through the South African news service ‘SENS’ on 10 September 2025. Declared Dividend • Aug 29
Dividend of CHF3.00 announced Shareholders will receive a dividend of CHF3.00. Ex-date: 17th September 2025 Payment date: 22nd September 2025 Dividend yield will be 0.09%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • Aug 13
Dividend of CHF3.00 announced Shareholders will receive a dividend of CHF3.00. Ex-date: 17th September 2025 Payment date: 22nd September 2025 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • Jul 29
Dividend of CHF3.00 announced Shareholders will receive a dividend of CHF3.00. Ex-date: 17th September 2025 Payment date: 22nd September 2025 Dividend yield will be 0.09%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jul 21
Compagnie Financière Richemont SA to Report Fiscal Year 2026 Results on May 22, 2026 Compagnie Financière Richemont SA announced that they will report fiscal year 2026 results at 7:30 AM, Central European Standard Time on May 22, 2026 Declared Dividend • Jul 09
Dividend of CHF3.00 announced Shareholders will receive a dividend of CHF3.00. Ex-date: 17th September 2025 Payment date: 22nd September 2025 Dividend yield will be 0.09%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jul 01
Compagnie Financière Richemont SA to Report Q1, 2026 Results on Jul 16, 2025 Compagnie Financière Richemont SA announced that they will report Q1, 2026 results on Jul 16, 2025 Declared Dividend • Jun 05
Dividend of CHF3.00 announced Shareholders will receive a dividend of CHF3.00. Ex-date: 17th September 2025 Payment date: 22nd September 2025 Dividend yield will be 0.08%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • May 19
Compagnie Financière Richemont SA, Annual General Meeting, Sep 10, 2025 Compagnie Financière Richemont SA, Annual General Meeting, Sep 10, 2025. Location: geneva Switzerland Announcement • May 17
Compagnie Financière Richemont SA announces Annual dividend, payable on September 22, 2025 Compagnie Financière Richemont SA announced Annual dividend of CHF 3.0000 per share payable on September 22, 2025, ex-date on September 17, 2025 and record date on September 18, 2025. Announcement • May 10
Compagnie Financière Richemont SA to Report First Half, 2026 Results on Nov 14, 2025 Compagnie Financière Richemont SA announced that they will report first half, 2026 results on Nov 14, 2025 Announcement • Apr 12
Compagnie Financière Richemont SA to Report Fiscal Year 2025 Final Results on Jun 05, 2025 Compagnie Financière Richemont SA announced that they will report fiscal year 2025 final results at 7:30 AM, Central European Standard Time on Jun 05, 2025 Announcement • Feb 14
Richemont Announces Executive, Board and Committee Changes Richemont announced the following changes to its Board of Directors and Senior Executive Committee (SEC), effective immediately: Catherine Rénier, Chief Executive Officer (CEO) of Van Cleef & Arpels, Louis Ferla, CEO of Cartier, and Marie-Aude Stocker, Chief People Officer (CPO) of Richemont are appointed to the SEC. Marie-Aude Stocker, formerly Director of People, Development and Prospective at Van Cleef & Arpels, was recently appointed CPO reporting to Nicolas Bos, CEO of Richemont. A French national and graduate of the Ecole Supérieure de Commerce de Paris (ESCP) business school, with a certification from the Institut des hautes études de défense nationale (IHEDN), Ms Stocker brings 35 years of beauty and luxury industry experience to the role, including 24 years in the Group. Jérôme Lambert is stepping down from the SEC and from the Board of Directors following his appointment as CEO of Specialist Watchmaker Maison Jaeger-LeCoultre. Boet Brinkgreve, CEO of Laboratoire de Haute Parfumerie et Beauté will be leaving the company at the end of April. Reported Earnings • Nov 10
First half 2025 earnings released: EPS: €2.95 (vs €3.79 in 1H 2024) First half 2025 results: EPS: €2.95 (down from €3.79 in 1H 2024). Revenue: €10.1b (down 1.4% from 1H 2024). Net income: €1.73b (down 20% from 1H 2024). Profit margin: 17% (down from 21% in 1H 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Announcement • Oct 04
Compagnie Financière Richemont SA to Report Fiscal Year 2025 Results on May 16, 2025 Compagnie Financière Richemont SA announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on May 16, 2025 Buy Or Sell Opportunity • May 22
Now 22% overvalued The stock has been flat over the last 90 days, currently trading at Mex$2,617. The fair value is estimated to be Mex$2,149, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period. Declared Dividend • May 20
Dividend of CHF2.75 announced Shareholders will receive a dividend of CHF2.75. Ex-date: 19th September 2024 Payment date: 23rd September 2024 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 19
Full year 2024 earnings released: EPS: €6.64 (vs €6.90 in FY 2023) Full year 2024 results: EPS: €6.64 (down from €6.90 in FY 2023). Revenue: €20.6b (up 3.3% from FY 2023). Net income: €3.83b (down 2.5% from FY 2023). Profit margin: 19% (down from 20% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • May 19
Compagnie Financière Richemont Sa Appoints Nicolas Bos as Chief Executive Officer, Effective June 1, 2024 The Board of Compagnie Financière Richemont SA appointed Nicolas Bos, currently Chief Executive of Van Cleef & Arpels, to the re-established role of Chief Executive Officer of Richemont effective 1 June 2024. Nicolas Bos will continue to report to Johann Rupert, Chairman of Richemont, and will join the Senior Executive Committee on 1 June 2024. He will be proposed for election to the Board at the Annual General Meeting to be held on 11 September 2024. In his new role, Mr. Bos will directly and indirectly oversee all the Maisons, functions and regions, notably the Jewellery Maisons, Finance and Human Resources. A graduate of the ESSEC Business School, Mr. Bos joined Richemont in 1992, initially working with the Fondation Cartier pour l'art contemporain in Paris. In 2000, he joined Van Cleef & Arpels where he held different positions until he became global President and Chief Executive Officer of Van Cleef & Arpels in 2013. Since September 2019, Mr. Bos has also been overseeing Buccellati. Jérôme Lambert remains on the Board and will continue in the Group as Chief Operating Officer (COO), reporting to Mr. Bos, effective 1 June 2024. Announcement • Feb 22
Compagnie Financière Richemont SA to Report Fiscal Year 2024 Final Results on Jun 13, 2024 Compagnie Financière Richemont SA announced that they will report fiscal year 2024 final results on Jun 13, 2024 Buy Or Sell Opportunity • Jan 22
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.5% to Mex$2,301. The fair value is estimated to be Mex$1,900, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period. Announcement • Dec 13
Compagnie Financière Richemont SA Announces Executive Changes Compagnie Financière Richemont SA announced that Riccardo Bellini has decided not to renew his mandate as President and CEO of Chloé - after four years in the role. The decision was made in full collaboration with the Group to allow a proper completion of his mission and a smooth onboarding and start of the new Creative Director. During his tenure as President and CEO of Chloé, Riccardo has led a successful elevation and transformation of the brand, overseeing a period of growth and strong results both financially and creatively. He oversaw the appointment of Chemena Kamali as new Creative Director and the development of her first Fall 24 collection, making Chloé ready for another successful chapter. Riccardo's vision and leadership was also instrumental in transforming Chloé into a purpose-driven company, as a pioneer in sustainability. Riccardo Bellini will leave his role at Chloé by the end of December 2023. He will be succeeded by Laurent Malecaze as President and CEO of Chloé. Laurent joins from dunhill where he oversaw a successful turnaround of the business over the past two years. He previously led AZ Factory, part of Richemont, which he started up with Alber Elbaz. Prior to this, he was CEO of New York-based The Webster, a luxury multi-brand retailer, after several years as a strategic consultant at Bain & Company. The new CEO of dunhill will be announced in due course. Announcement • Nov 11
Compagnie Financière Richemont SA to Report First Half, 2025 Results on Nov 08, 2024 Compagnie Financière Richemont SA announced that they will report first half, 2025 results on Nov 08, 2024 Announcement • Nov 10
Richemont Appoints Karlheinz Baumann to Senior Executive Committee Richemont announces that, effective 10 November 2023, Karlheinz Baumann will join the Group's Senior Executive Committee (SEC) in his capacity as Group Director of Operations, in charge of Manufacturing, Research & Innovation, Customer Service, Logistics & Supply Chain, Indirect Procurement, Responsible Sourcing and Security.Karlheinz Baumann will continue to report to Jérôme Lambert, Chief Executive Officer of Richemont and a Director on the Board of Compagnie Financière Richemont SA.Karlheinz Baumann brings 27 years of experience, primarily in production, R&D and supply chain excellence across the luxury and automotive industries. Mr. Baumann began his career in 1996 as a McKinsey consultant in Germany before becoming an Executive Director at the German automotive supplier, Wilhelm Karmann, in 2003. In 2008, he moved to Switzerland to join the Richemont Maison, IWC Schaffhausen, as COO. In 2016, Mr. Baumann was promoted to the Group position of Industry & Services Director and then in 2023 to Group Director of Operations. A dual German and Swiss national, Karlheinz Baumann graduated from the Technical University of Munich with a Master's degree in Physics (1995). Upcoming Dividend • Sep 15
Upcoming dividend of CHF3.50 per share at 2.8% yield Eligible shareholders must have bought the stock before 20 September 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Mexican dividend payers (6.9%). Lower than average of industry peers (5.1%). Announcement • Sep 08
Compagnie Financière Richemont SA Appoints Bram Schot as Independent Director Shell plc confirmed that Bram Schot, Non-executive Director of the company, was, on September 6, 2023, appointed to the Board of Compagnie Financière Richemont SA as an independent director. Announcement • Jul 29
Compagnie Financière Richemont SA (SWX:CFR) agreed to acquire unknown minority stake in Gianvito Rossi Srl. Compagnie Financière Richemont SA (SWX:CFR) agreed to acquire unknown minority stake in Gianvito Rossi Srl on July 28, 2023. Gianvito Rossi, Founder, CEO and Creative Director of the eponymous brand, will retain a stake in the company and continue to nurture and develop the Maison in partnership with Richemont. Completion remains subject to certain customary conditions and regulatory approvals. Announcement • May 19
Compagnie Financière Richemont SA to Report Fiscal Year 2023 Final Results on Jun 02, 2023 Compagnie Financière Richemont SA announced that they will report fiscal year 2023 final results on Jun 02, 2023 Reported Earnings • May 16
Full year 2023 earnings released Full year 2023 results: Revenue: €20.0b (up 4.0% from FY 2022). Net income: €3.92b (up 89% from FY 2022). Profit margin: 20% (up from 11% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Luxury industry in South America. Announcement • May 13
Compagnie Financière Richemont SA to Report Fiscal Year 2024 Results on May 17, 2024 Compagnie Financière Richemont SA announced that they will report fiscal year 2024 results at 7:30 AM, Central European Standard Time on May 17, 2024 Announcement • Feb 11
Compagnie Financière Richemont SA Appoints Bérangère Ruchat to Richemont Senior Executive Committee Compagnie Financière Richemont SA announced that effective 10 February 2023, Bérangère Ruchat will join the Group's Senior Executive Committee in her capacity as Chief Sustainability Officer (CSO). Bérangère Ruchat will continue to report to Burkhart Grund, Chief Finance Officer of Richemont and a Director on the Board of Compagnie Financière Richemont SA. Dr. Ruchat was appointed Richemont's first CSO a year ago, bringing over two decades of extensive expertise in the field of sustainability and collaborative work across the world of business, governments, and NGOs. She joined from the Firmenich Group, Switzerland, where, as CSO, she drove the Group's sustainability strategy during her 12-year tenure. She notably led Firmenich's ESG reporting and established unique partnerships, particularly with the UN Global Compact and the World Business Council for Sustainable Development (WBCSD). In 2016, Dr. Ruchat was acknowledged for her work in advancing the United Nations Sustainable Development Goals (UN SDGs) by the WBCSD's Leading Women Awards. Prior to that, she was the Director of Partnerships at Global Alliance for Improved Nutrition (GAIN) from 2004, having led the Partners in Action Program at the UN System Staff College, which she joined in 2000. Dr. Ruchat holds a Master's degree in Political Science from Lausanne University (1994) and in Public Administration from the Graduate Institute of Public Affairs, Switzerland (1996). She also holds a PhD in International Relations from the Maxwell School of Citizenship and Public Affairs at Syracuse University, New York, as well as postgraduate qualifications in Public Private Partnership Management from Cambridge University and in Social Innovation from Stanford University. Announcement • Feb 08
Compagnie Financière Richemont SA, Annual General Meeting, Sep 06, 2023 Compagnie Financière Richemont SA, Annual General Meeting, Sep 06, 2023. Reported Earnings • Nov 16
First half 2023 earnings released: EPS: €3.72 (vs €2.63 in 1H 2022) First half 2023 results: EPS: €3.72 (up from €2.63 in 1H 2022). Revenue: €9.68b (up 24% from 1H 2022). Net income: €2.11b (up 42% from 1H 2022). Profit margin: 22% (up from 19% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Announcement • Nov 16
Compagnie Financière Richemont SA to Report First Half, 2024 Results on Nov 10, 2023 Compagnie Financière Richemont SA announced that they will report first half, 2024 results on Nov 10, 2023 Upcoming Dividend • Sep 15
Upcoming dividend of CHF3.25 per share Eligible shareholders must have bought the stock before 21 September 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Mexican dividend payers (6.4%). Lower than average of industry peers (2.7%). Reported Earnings • May 21
Full year 2022 earnings released Full year 2022 results: Revenue: €19.2b (up 46% from FY 2021). Net income: €2.07b (up 59% from FY 2021). Profit margin: 11% (in line with FY 2021). Over the next year, revenue is forecast to grow 6.0%, compared to a 23% growth forecast for the industry in Mexico. Announcement • May 21
Compagnie Financière Richemont SA to Report Fiscal Year 2023 Results on May 12, 2023 Compagnie Financière Richemont SA announced that they will report fiscal year 2023 results at 7:30 AM, Central European Standard Time on May 12, 2023 Reported Earnings • Nov 14
First half 2022 earnings released: EPS €2.18 (vs €0.28 in 1H 2021) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: €8.91b (up 63% from 1H 2021). Net income: €1.23b (up €1.07b from 1H 2021). Profit margin: 14% (up from 2.9% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Nov 02
Investor sentiment improved over the past week After last week's 15% share price gain to Mex$2,604, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Luxury industry in South America. Total returns to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,609 per share. Executive Departure • Sep 15
Independent Non-Executive Director Gary Saage has left the company On the 8th of September, Gary Saage's tenure as Independent Non-Executive Director ended after 11.0 years in the role. As of June 2021, Gary still personally held 8.00k shares (Mex$21m worth at the time). Gary is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.96 years. Executive Departure • Sep 15
Independent Non-Executive Director Gary Saage has left the company On the 8th of September, Gary Saage's tenure as Independent Non-Executive Director ended after 11.0 years in the role. As of June 2021, Gary still personally held 8.00k shares (Mex$21m worth at the time). Gary is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.96 years. Executive Departure • Sep 15
Independent Non-Executive Director Gary Saage has left the company On the 8th of September, Gary Saage's tenure as Independent Non-Executive Director ended after 11.0 years in the role. As of June 2021, Gary still personally held 8.00k shares (Mex$21m worth at the time). Gary is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.96 years. Executive Departure • Sep 15
Independent Non-Executive Director Gary Saage has left the company On the 8th of September, Gary Saage's tenure as Independent Non-Executive Director ended after 11.0 years in the role. As of June 2021, Gary still personally held 8.00k shares (Mex$21m worth at the time). Gary is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.96 years. Executive Departure • Sep 15
Independent Non-Executive Director Gary Saage has left the company On the 8th of September, Gary Saage's tenure as Independent Non-Executive Director ended after 11.0 years in the role. As of June 2021, Gary still personally held 8.00k shares (Mex$21m worth at the time). Gary is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.96 years. Executive Departure • Sep 15
Independent Non-Executive Director Gary Saage has left the company On the 8th of September, Gary Saage's tenure as Independent Non-Executive Director ended after 11.0 years in the role. As of June 2021, Gary still personally held 8.00k shares (Mex$21m worth at the time). Gary is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.96 years. Executive Departure • Sep 15
Independent Non-Executive Director Gary Saage has left the company On the 8th of September, Gary Saage's tenure as Independent Non-Executive Director ended after 11.0 years in the role. As of June 2021, Gary still personally held 8.00k shares (Mex$21m worth at the time). Gary is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.96 years. Upcoming Dividend • Sep 14
Upcoming dividend of CHF2.00 per share Eligible shareholders must have bought the stock before 21 September 2021. Payment date: 23 September 2021. Trailing yield: 1.9%. Lower than top quartile of Mexican dividend payers (5.0%). In line with average of industry peers (1.8%). Director Overboarding • Sep 09
Director Jasmine Whitbread has joined 5th company board Jasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations. Director Overboarding • Sep 09
Director Jasmine Whitbread has joined 5th company board Jasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations. Director Overboarding • Sep 09
Director Jasmine Whitbread has joined 5th company board Jasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations. Director Overboarding • Sep 09
Director Jasmine Whitbread has joined 5th company board Jasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations. Director Overboarding • Sep 09
Director Jasmine Whitbread has joined 5th company board Jasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations. Director Overboarding • Sep 09
Director Jasmine Whitbread has joined 5th company board Jasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations. Director Overboarding • Sep 09
Director Jasmine Whitbread has joined 5th company board Jasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations. Director Overboarding • Sep 09
Director Jasmine Whitbread has joined 5th company board Jasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations. Reported Earnings • May 26
Full year 2021 earnings released: EPS €2.30 (vs €1.65 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: €13.1b (down 7.7% from FY 2020). Net income: €1.30b (up 39% from FY 2020). Profit margin: 9.9% (up from 6.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.