| Ermenegildo Zegna: Hold And Wait For A Better Entry Point |
Zegna's diversified product portfolio and strategic acquisitions, including Tom Ford, position it well for future growth despite current operational margin challenges. The luxury fashion market is evolving, with a shift towards comfort and sustainability, and Zegna's emphasis on craftsmanship and quality aligns with these trends. Despite a slight YoY revenue decline, Zegna's DTC channel and key brands like TOM FORD Fashion show promising growth, offsetting wholesale performance drops. |
seekingalpha.com |
2025-04-30 06:21:09 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna N.V. (ZGN) Q1 2025 Earnings Call Transcript |
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q1 2025 Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Paola Durante - Chief of External Relations Gianluca Tagliabue - COO & CFO Conference Call Participants Oliver Chen - TD Cowen Chris Huang - UBS Anthony Charchafji - BNP Paribas Natasha Banoori - Morgan Stanley Daria Nasledysheva - Bank of America Merrill Lynch Louise Singlehurst - Goldman Sachs Group Operator Good afternoon. |
seekingalpha.com |
2025-04-24 18:30:05 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Reports Q1 2025 Revenues of €459 Million1 Driven by Positive Results in DTC for All Three Brands |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €458.8 million for the first quarter of 2025, -0.9% year-on-year (YoY) and -1.2% organic from €463.2 million in the first quarter of 20242. Ermenegildo “Gildo” Zegna, Chairman and CEO of the Ermenegildo Zegna Group, commented: “Despite the ongoing challenges in our sector, all our three bran. |
businesswire.com |
2025-04-24 10:32:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna: Sales Acceleration, Supportive 2027 Target |
Zegna's Q4 sales accelerated, driven by strong retail performance. The company also announced the new “Accademia dei Maestri" to share the artisans' knowledge. Management proposed a €0.12 dividend per share and set ambitious 2027 targets, aiming for €2.2-€2.4 billion in revenue and a 12% EBIT margin. The ongoing buyback from the family, supportive results, and a P/E discount compared to the sector make Zegna a buy. |
seekingalpha.com |
2025-03-30 16:23:28 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna N.V. (ZGN) Q4 2024 Earnings Call Transcript |
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2024 Earnings Conference Call March 27, 2025 9:00 AM ET Company Participants Gildo Zegna - Chief Executive Officer Gianluca Tagliabue - Chief Financial Officer and Chief Operating Officer Paola Durante - Chief of External Relations Conference Call Participants Chris Huang - UBS Adrien Duverger - Goldman Sachs Oliver Chen - TD Cowen Melania Grippo - BNP Paribas Exane Operator Good afternoon, good morning, everyone. |
seekingalpha.com |
2025-03-27 17:57:24 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Reports Full Year 2024 Profit of €91 Million and Adjusted EBIT of €184 Million |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or “the Group”) today announced Profit of €90.9 million for FY 2024 with a Profit margin of 4.7%, compared to €135.7 million in FY 2023 (7.1% Profit margin). FY 2024 Adjusted EBIT was €184.0 million, compared to €220.2 million in FY 2023 with an Adjusted EBIT Margin of 9.5% and revenues of €1,946.6 million, as announced on January 27, 2025. Erm. |
businesswire.com |
2025-03-27 09:32:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna's DTC Transformation: A Painful But Promising Transition |
Ermenegildo Zegna's transition to a direct-to-consumer strategy is impacting short-term sales but is expected to enhance margins and brand exclusivity long-term. Despite industry headwinds, Zegna's DTC revenue grew 9.9% in 2024, while wholesale revenue declined 12.2%, highlighting the strategic shift. Financial health remains strong with a healthy balance sheet and overall potential for margin expansion. |
seekingalpha.com |
2025-03-26 07:37:19 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna N.V. (ZGN) Q4 2024 Earnings Call Transcript |
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2024 Earnings Conference Call January 27, 2025 8:00 AM ET Company Participants Gildo Zegna - Chief Executive Officer Gianluca Tagliabue - Chief Financial Officer Paola Durante - Chief of External Relations Conference Call Participants Anthony Charchafji - BNP Paribas Oliver Chen - TD Cowen Louise Singlehurst - Goldman Sachs Natasha Bonnet - Morgan Stanley Daria Nasledysheva - Bank of America Operator Good afternoon and good morning, everyone. |
seekingalpha.com |
2025-01-27 15:19:08 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Revenues Reach €1,947 Million1 in FY 2024. Q4 Revenues up 3% Year-On-Year Driven by ZEGNA Brand up 8% YoY. |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €1,946.6 million for fiscal year 2024, +2.2% YoY from €1,904.5 million in fiscal year 2023 (+3.4% at constant currency and -1.9% organic). Revenues in the fourth quarter reached €589.2 million, +3.3% YoY (+3.6% at constant currency and +2.9% organic2). Ermenegildo “Gildo” Zegna, Chairman and. |
businesswire.com |
2025-01-27 08:32:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna: Potential Re-Rating In The Near Term |
We provided a comps analysis on Ermenegildo Zegna's pre- and post-IPO financials. Thanks to sales diversification through acquisitions and organic growth acceleration, ZGN is no longer a China play. Zegna's family acquired shares in the company, and this is a supportive signal that cannot go unnoticed. Our buy is confirmed. |
seekingalpha.com |
2025-01-17 05:19:27 |
Czytaj oryginał (ang.) |
| Monterubello, Ermenegildo Zegna Group's Controlling Shareholder, Purchased 913,000 Shares and Intends to Acquire Additional 2 Million Shares |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) was informed today that Monterubello s.s. (“Monterubello”), as of November 11, 2024, purchased 913,000 ZGN shares in the market and that it intends to buy a further two million ZGN shares in the market in the coming weeks. “Our family firmly believes that the purchase of additional shares in the Ermenegildo Zegna Group represent. |
businesswire.com |
2024-11-12 08:32:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna N.V. (ZGN) Q3 2024 Earnings Call Transcript |
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q3 2024 Earnings Conference Call October 22, 2024 8:00 AM ET Company Participants Gildo Zegna – Chairman and Chief Executive Officer Gianluca Tagliabue – Chief Operating Officer and Chief Financial Officer Paola Durante – Chief of External Relations Conference Call Participants Oliver Chen – TD Cowen Anthony Charchafji – BNP Paribas Chris Huang – UBS Ben Rada Martin – Goldman Sachs Operator Good afternoon, or good morning, everyone. |
seekingalpha.com |
2024-10-22 16:47:05 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Revenues1 Reach €1.4B in the First Nine Months of 2024. Zegna Brand Continued to Grow Driven by DTC. |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €1,357.4 million for the first nine months of 2024, +1.7% YoY from €1,334.2 million in the first nine months of 2023 (-4.0% organic). In the third quarter of 2024 revenues reached €397.3 million, -7.8% YoY and -6.7% organic. Ermenegildo “Gildo” Zegna, Chairman and CEO of the Ermenegildo Zegn. |
businesswire.com |
2024-10-22 10:30:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna N.V. (ZGN) H1 2024 Earnings Call Transcript |
Ermenegildo Zegna N.V. (NYSE:ZGN ) H1 2024 Earnings Conference Call September 18, 2024 8:00 AM ET Company Participants Ermenegildo Zegna - Chairman and CEO Gianluca Tagliabue - CFO and COO Paola Durante - Chief of External Relations Conference Call Participants Anthony Charchafji - BNP Paribas Louise Singlehurst - Goldman Sachs Operator Good morning, good afternoon everyone. |
seekingalpha.com |
2024-09-18 15:18:07 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Reports First Half 2024 Revenues of €960 Million With Profit at €31 Million and Adjusted EBIT at €81 Million |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or “the Group”) today announced profit of €31.3 million in H1 2024 compared to €52.1 million in H1 2023. In H1 2024, Adjusted EBIT was equal to €80.9 million compared to €119.9 million in H1 2023. Ermenegildo “Gildo” Zegna, Group Chairman and CEO, said: “The first half of 2024 was marked by important investments in all three of our brands to fu. |
businesswire.com |
2024-09-18 10:37:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna: Again, This Is A Buy |
Ermenegildo Zegna showed 6% sales growth in H1 2024, with strong performance in Western markets, but faced a 10% decline in Greater China. Our team sees support in Zegna Quiet Luxury status and its integration (Tom Ford and Thom Browne). Zegna's valuation at 15.6x earnings is attractive, with a projected 26% upside, supported by its diversified brand portfolio and internal growth strategies. |
seekingalpha.com |
2024-09-17 12:04:53 |
Czytaj oryginał (ang.) |
| GPS or ZGN: Which Is the Better Value Stock Right Now? |
Investors interested in stocks from the Retail - Apparel and Shoes sector have probably already heard of Gap (GPS) and Ermenegildo Zegna N.V. (ZGN). But which of these two stocks presents investors with the better value opportunity right now? |
zacks.com |
2024-08-02 16:46:19 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna N.V. (ZGN) Q2 2024 Earnings Call Transcript |
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q2 2024 Earnings Conference Call July 25, 2024 8:00 AM ET Company Participants Ermenegildo Zegna - Chairman and CEO Gianluca Tagliabue - CFO and COO Paola Durante - Chief of External Relations Conference Call Participants Anthony Charchafji - BNP Paribas Chris Huang - UBS Oliver Chen - TD Cowen Louise Singlehurst - Goldman Sachs Operator Good morning, everyone. |
seekingalpha.com |
2024-07-26 09:00:25 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Reports Voting Results of the Annual General Meeting Held on June 26, 2024 |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced that all resolutions submitted to the annual general meeting held earlier today were adopted, including the proposal to approve a dividend distribution of EUR 0.12 per ordinary share, corresponding to a total dividend distribution on the outstanding ordinary shares of approximately EUR 30 million. The distributio. |
businesswire.com |
2024-06-26 14:05:00 |
Czytaj oryginał (ang.) |
| 3 Hypergrowth Stocks That You Want to Be Early On |
Looking for hypergrowth stocks to buy? You're at the right place. |
investorplace.com |
2024-06-21 14:12:39 |
Czytaj oryginał (ang.) |
| ZGN vs. DECK: Which Stock Is the Better Value Option? |
Investors with an interest in Retail - Apparel and Shoes stocks have likely encountered both Ermenegildo Zegna N.V. (ZGN) and Deckers (DECK). |
zacks.com |
2024-05-29 16:46:33 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna: Rising Clouds Above The Luxury Oasis |
Zegna demonstrated notable financial growth with an 8% increase in Q1 2024 sales, despite a 5% organic decline due to challenges in China and strategic changes at Thom Browne. The company faced headwinds in China and made a strategic decision to streamline Thom Browne's wholesale business, impacting short-term performance. However, Zegna's management remains focused on optimizing operations and maintaining brand exclusivity to ensure long-term value. |
seekingalpha.com |
2024-05-29 14:01:54 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Announces Publication of the Convocation Notice for Its 2024 Annual General Meeting |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced the publication of the convocation notice for its Annual General Meeting (“AGM”), which will be held on Wednesday, June 26, 2024 at 2:00 p.m. CEST at the Steigenberger Airport Hotel Amsterdam, Stationsplein ZW 951, 1117 CE Schiphol-Oost, the Netherlands. The convocation notice, explanatory notes, and other AGM ma. |
businesswire.com |
2024-05-21 21:05:00 |
Czytaj oryginał (ang.) |
| PIF's Hidden Gems: 3 Stocks to Buy From the Saudi Wealth Fund (Not Named Lucid) |
Fortune published an article in early April about Saudi Aramco, the most profitable company in the world over the past decade. Majority-owned by the Saudi Arabia government, the oil company's revenue in 2023 accounted for 40% of the country's GDP (gross domestic product). |
investorplace.com |
2024-05-10 11:00:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna N.V. (ZGN) Q1 2024 Earnings Call Transcript |
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q1 2024 Earnings Conference Call April 23, 2024 8:00 AM ET Company Participants Paola Durante - IR Ermenegildo Zegna - Chairman and CEO Gianluca Tagliabue - CFO and COO Conference Call Participants Chris Huang - UBS Anthony Charchafji - BNP Paribas Louise Singlehurst - Goldman Sachs Operator Hello all and welcome to the Ermenegildo Zegna First Quarter 2024 Revenue. |
seekingalpha.com |
2024-04-23 18:20:10 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Reported Q1 2024 Revenues of €463 Million1, up 8%2 YoY, Driven by Zegna Brand and the Integration of Tom Ford Fashion |
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €463.2 million for the first quarter of 2024, +8.1% year-on-year (YoY) from €428.3 million in the first quarter of 2023 (+10.7% at constant currency and -5.3% on an organic growth basis4.) Ermenegildo “Gildo” Zegna, Chairman and CEO of the Ermenegildo Zegna Group, said: “Closing the first qu. |
businesswire.com |
2024-04-23 10:30:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna: Positive On The Medium Term Outlook |
Ermenegildo Zegna is recommended as a buy, with a focus on targeting loyal and high-spending customers and shifting away from wholesale. The Zegna brand is reducing exposure to the aspirational segment, leading to better unit economics and customer lifetime value. The Thom Browne brand is undergoing strategic rationalization of the wholesale division, which may impact short-term growth but yield positive long-term results. |
seekingalpha.com |
2024-04-09 06:51:19 |
Czytaj oryginał (ang.) |
| Why Ermenegildo Zegna Stock Was Falling Today |
Zegna reported strong growth for the full year. Operating margins shrunk in the second half of the year. |
fool.com |
2024-04-05 20:10:00 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna N.V. (ZGN) Q4 2023 Earnings Call Transcript |
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2023 Earnings Conference Call April 5, 2024 8:00 AM ET Company Participants Paola Durante - Investor Relations Ermenegildo Zegna - Chairman and CEO Gianluca Tagliabue - CFO and COO Lelio Gavazza - CEO, TOM FORD FASHION Rodrigo Bazan - CEO, Thom Browne Conference Call Participants Chris Huang - UBS Anthony Charchafji - BNP Paribas Oliver Chen - TD Cowen Louise Singlehurst - Goldman Sachs Operator Good morning or good afternoon and welcome to the Ermenegildo Zegna Group FY 2023 Financial Results Call. |
seekingalpha.com |
2024-04-05 19:39:11 |
Czytaj oryginał (ang.) |
| Ermenegildo Zegna Group Delivers Strong Performance in FY 2023 With Profit Doubling to €136 Million |
MILANMILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or “the Group”) today announced profit of €135.7 million for FY 2023, up 107.8% from €65.3 million in FY 2022, and a profit margin of 7.1% compared to 4.4% in FY 2022. Adjusted EBIT rose to €220.2 million with an Adjusted EBIT Margin of 11.6%. Adjusted EBIT for both the Zegna and Thom Browne segments improved significantly compared to FY 2. |
businesswire.com |
2024-04-05 10:30:00 |
Czytaj oryginał (ang.) |