LONDON (IT BOLTWISE) – British investment bank Barclays has downgraded its rating on Hermès and lowered its price target. Analyst Carole Madjo sees positive signals in Europe’s luxury industry, but in her opinion the decisive price drivers are missing at Hermès. Instead, it is increasingly relying on the Italian fashion manufacturer Moncler, which could benefit from stronger sales development in the coming years.
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The British investment bank Barclays recently adjusted its assessment of the French luxury goods group Hermès. The shares were downgraded from “Overweight” to “Equal Weight” and the price target was lowered from 2510 to 2310 euros. This decision is based on an analysis of current market trends and Hermès’ future growth prospects compared to other players in the luxury industry.
Analyst Carole Madjo from Barclays was optimistic about the general development of the European luxury goods industry, but sees less potential for short-term share price growth at Hermès. In their opinion, Hermès’ sales outperformance could decline by 2026, reducing the stock’s attractiveness compared to other luxury brands.
In contrast, Madjo highlights the positive outlook for Moncler. The Italian fashion manufacturer could benefit from stronger sales performance as it focuses on innovative collections and an increased presence in international markets. This strategic direction could help Moncler to assert itself in an increasingly competitive market environment.
Barclays’ decision to downgrade Hermès reflects a broader market movement in which investors are increasingly looking for brands that demonstrate not just heritage but also innovation and adaptability. While Hermès remains a symbol of luxury and exclusivity, other brands such as Moncler could gain in appeal through their dynamic market strategy and ability to respond to new trends.
These developments shed light on the changing dynamics within the luxury industry, where brands must continually adapt their strategies to remain relevant. Investors and analysts will be closely watching the performance of Hermès and Moncler in the coming years to see how these strategic decisions impact long-term success.
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