Hermes International SCA Unsponsored ADR (HESAY)
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Hermes: A Core Long-Term Holding In The Luxury Sector
Hermes leverages its heritage, craftsmanship, and scarcity-driven strategy to maintain premium brand status and strong pricing power. Hermes consistently delivers robust revenue and margin growth, outperforming luxury peers even amid macroeconomic headwinds, supporting a bullish long-term outlook. Key growth levers include strict product scarcity, geographic expansion, and diversification beyond leather goods, all reinforcing sustained profitability and brand strength.
Hermès: It's Time To Buy The Best Luxury Company In The World
Hermès International Société en commandite par actions stands out as the most exclusive and profitable luxury brand, boasting unmatched net income margins and insurmountable brand desirability. HESAY's unique scarcity model, especially with products like the Birkin, fuels demand, price appreciation, and customer loyalty unlike any other luxury competitor. Rising global wealth inequality supports continued revenue growth and margin expansion, justifying premium valuations and a long-term bullish outlook for HESAY.
Hermes: Luxury Fortress At A Premium Price
Hermès boasts a formidable moat built on heritage, craftsmanship, vertical integration, and scarcity, resulting in exceptional margins and resilience through economic downturns. The company's fortress balance sheet, robust free cash flow, and disciplined capital allocation support consistent dividends and shareholder rewards. Hermès' pricing power and global growth potential—especially in Asia—remain strong, but the stock trades at a significant premium to intrinsic value.
Hermès: Better Than Expected Revenues Encourage Holding On
Hermès posted a better than expected revenue growth in Q2 2025 results, standing out compared with peers like LVMH. The pickup in demand in the Asia-Pacific ex-Japan is especially encouraging, given its size. The gross margin also expanded and operating margin was also sustained. However, a smaller net profit and a downward revision in my estimates for 2025 indicate that its market multiples stay too high to make it one to Buy.
Hermès International Société en commandite par actions (HESAY) Q2 2025 Earnings Call Transcript
Hermès International Société en commandite par actions (OTCPK:HESAY) Q2 2025 Earnings Conference Call July 30, 2025 3:00 AM ET Company Participants Axel Olivier Dumas - Executive Chairman & CEO Eric du Halgouët - Executive Vice President of Finance Conference Call Participants Adrien Duverger - Goldman Sachs Group, Inc. Anne-Laure Bismuth - HSBC Global Investment Research Charles-Louis Scotti - Kepler Cheuvreux Edouard Aubin - Morgan Stanley Luca Giuseppe Solca - Sanford C. Bernstein & Co., LLC.
There's finally inflation from tariffs — in Hermes bags
Luxury-goods giant Hermes International has been passing along tariff increases to its U.S. customers.
BJ or HESAY: Which Is the Better Value Stock Right Now?
Investors with an interest in Consumer Products - Staples stocks have likely encountered both BJ's Wholesale Club (BJ) and Hermes International SA - Unsponsored ADR (HESAY). But which of these two stocks offers value investors a better bang for their buck right now?
Scarcity Wins: How Hermes Outprices Rivals And Still Grows Double-Digits
Hermès is still generating mid-single-digit constant-currency growth and preserving operating margins north of 40%, defying a broader luxury-goods slowdown. Scarcity and vertical integration—74% of items crafted in France and many inputs produced in-house—reinforce pricing power, keep wait-lists long and virtually eliminate markdown risk. A net-cash position near €11.6 billion, robust free-cash conversion and measured 6–7 % annual capacity expansion give the firm ample resources to finance growth and sustain double-digit earnings, supporting its.
BJ vs. HESAY: Which Stock Is the Better Value Option?
Investors looking for stocks in the Consumer Products - Staples sector might want to consider either BJ's Wholesale Club (BJ) or Hermes International SA - Unsponsored ADR (HESAY). But which of these two stocks presents investors with the better value opportunity right now?
Park Your Cash In Paris: Why Hermes Shines In Volatile Markets
Hermès stands out as a resilient, high-quality European stock, ideal for diversification amid US tariff threats and global trade uncertainty. The company's scarcity strategy, ultra-wealthy clientele, and industry-leading profitability ensure durable growth and protection from economic downturns. Despite a premium valuation, Hermès offers reliable 8-12% annual returns, lower volatility, and strong EPS growth, making it a safe haven stock.
Hermes: Almost Immune To The Luxury Deceleration Bug
Hermes stands out in luxury, maintaining growth and resilience, while peers like LVMH and Kering struggle with revenue declines. The brand's scarcity strategy, limited non-Asia exposure, and iconic products shield it from sector-wide slowdowns. Hermes trades at a premium 53x multiple, but slowing growth and margin pressure raise risk of multiple contraction.
Hermes Revenue Growth Slows Amid Trade Uncertainty
Hermes reported higher revenue for the first quarter, but growth slowed amid an uncertain environment for the industry due to waning demand and the threat of U.S. tariffs.
