Rémy Cointreau S.A. (REMYY)
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Rémy Cointreau SA (REMYY) Q2 2026 Earnings Call Transcript
Rémy Cointreau SA (OTCPK:REMYY) Q2 2026 Earnings Call November 27, 2025 3:00 AM EST Company Participants Marie-Amelie De Leusse Franck Marilly - Group Chief Executive Officer Luca Marotta - Group Chief Finance Officer Conference Call Participants Richard Withagen - Kepler Cheuvreux, Research Division Trevor Stirling - Sanford C. Bernstein & Co., LLC.
Remy Cointreau Expects Growth to Bounce Back Despite Market Headwinds
The owner of Remy Martin is to focus efforts on its transformation plan and is confident of returning to growth in its fiscal second half after lower demand and tariffs.
Rémy Cointreau SA (REMYY) Q2 2026 Sales Call Transcript
Rémy Cointreau SA (OTCPK:REMYY) Q2 2026 Sales Call October 30, 2025 4:00 AM EDT Company Participants Luca Marotta - Group Chief Finance Officer Conference Call Participants Laurence Whyatt - Barclays Bank PLC, Research Division Chris Pitcher - Rothschild & Co Redburn, Research Division Presentation Operator  Hello, and welcome to the Remy Cointreau Q2 Sales Conference Call. Please note, this conference is being recorded.
Remy Cointreau Cuts Outlook as Challenges in China, U.S. Persist
The cognac maker said market conditions in China deteriorated and the sales rebound expected in the U.S. was softer than anticipated.
Rémy Cointreau: The Upside Relies On The Inventory Liquidation And Dividend
Rémy Cointreau is one of the worst-performing spirits stocks in the midst of political headwinds. The company has showcased centuries of staying power and the development of desirable brands. The market cap is close to its inventory value, which is now set to be reduced. By conservative assumptions, the shares offer only limited upside, but they could bounce if trade disputes are positively resolved.
Remy Cointreau: Upside Intact, But Look At Alternatives
Rémy Cointreau is deeply undervalued after a significant share price drop, offering an attractive entry point for long-term investors. Despite near-term headwinds and ongoing sales declines, the company's premium brand portfolio and strong moat support a recovery thesis. I project at least 15-18% annualized upside with a price target of €80/share, based on historical premium multiples and margin resilience.
Why Remy Cointreau Stock Is Interesting Here
The beverage industry is facing instability, but I believe it offers excellent valuation opportunities, particularly in premium brands like Rémy Cointreau SA. Rémy Cointreau's ultra-premium portfolio, including Louis XIII and Remy Martin, shields it from volatility and ensures long-term growth potential. Despite current challenges, Rémy Cointreau's valuation below 20x P/E and strong fundamentals make it a "Buy" with a price target of €80/share.
Remy Cointreau: A Treasure Down In The Basement
Remy Cointreau's stock has declined 70% over three years due to volatile demand, COVID lockdowns, and changing consumer sentiment in the U.S. and China. Despite current struggles, Remy's strong brand and valuable aged brandy stock provide resilience, though China's new 38% import tariff poses a significant challenge. Remy's valuation appears conservative; its premium-aged brandies and historical transactions suggest potential for stock price appreciation, despite current earnings declines.
Remy Cointreau: A Buy After Its Recent Death Spiral
Remy Cointreau's FY 2024 results were disappointing, leading to a 24% drop in share price since April and 67% below December 2021 high. Despite weak performance in FY 2024, the company's strong operating cash flow and growth investments position it for potential growth in FY 2026. With a forward EV/EBITDA of 14 in FY 2027, Remy Cointreau's fair value could be around 90 EUR per share right now, making it a potential long position opportunity.
