The liquor group foresees a return to sustainable organic sales growth in the year ahead as it reported a 0.2% rise in the metric for fiscal 2026.
Rémy Cointreau SA (REMYY) Q4 2026 Sales/Trading Call Transcript
Strong cognac sales in China boosted Remy Cointreau's sales at the start of the year, as the company eyes a path out of a recent tough patch.
Here is how Remy Cointreau (REMYY) and Ryohin Keikaku Co. Ltd. (RYKKY) have performed compared to their sector so far this year.
Remy Cointreau is rated a 'Buy' with a €77/share price target, reflecting undervaluation and premium brand strength. Recent 3Q26 results outperformed expectations, driving a 9% share price surge and confirming resilience despite sector headwinds. RCO's luxury-heavy, high-moat portfolio is positioned to benefit from premiumization trends, even as global spirits consumption moderates.
Rémy Cointreau SA (REMYY) Q3 2026 Sales/Trading 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.
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 (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.
The cognac maker said market conditions in China deteriorated and the sales rebound expected in the U.S. was softer than anticipated.
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.
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.