Rémy Cointreau.
Description.
Rémy sells some of the finest Cognacs in the world, with a full range of brands that serve all the segments between premium and upper luxury, providing investors with exposure to the growth of luxury markets around the world. We are confident in Rémy’s ability to achieve strong earnings growth over the long term, given the structural trends in the industry, the strength of Rémy’s brands, and the potential for margin expansion. Current market conditions have provided the opportunity to reacquire Rémy at a significant discount to what we believe to be its true intrinsic value.
Research.
Elevation Capital - Rémy Research - March 2023
Elevation Capital - Rémy Presentation - January 2014