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Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
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Moncler's strict scarcity and DTC focus drive high margins, brand prestige, and robust cash flow, outperforming many luxury peers. Q1 2025 results confirm the strategy: revenue up 1% at constant currency, with strong DTC growth offsetting deliberate wholesale cuts. Key risks include wholesale reductions, U.S. tariffs, and reliance on outerwear, but management is expanding into lighter apparel and new markets.
