Compagnie Financiere Richemont SA Class A

CFR: XSWX (CHE)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Richemont: Vertical Integration, Brand Exclusivity, and Investments Highlights in Sell-Side Meeting

Jelena Sokolova

Nov 11, 2024

We are maintaining our fair value estimate for wide-moat Richemont after attending a lunch meeting with the group’s CFO for sell-side analysts. The meeting provided some additional color on Richemont’s moat-supporting pillars and approach to managing the business in the current downturn.

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Compagnie Financiere Richemont SA Class A

Richemont: Vertical Integration, Brand Exclusivity, and Investments Highlights in Sell-Side Meeting

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