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BCBCUCF

Brunello Cucinelli S.p.A.

$BCUCF·$6.5B·Luxury Goods·Consumer Cyclical
$95.600.0%
Mentions · last 7 days
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Price updated 3m ago·X counts updated 2d ago
BCBCUCF
$BCUCFBrunello Cucinelli S.p.A.
$95.600.00%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Brunello Cucinelli S.p.A., through its various subsidiaries, operates as a global luxury fashion and lifestyle brand. The company specializes in the design, manufacturing, and worldwide distribution of high-end apparel, accessories, and distinctive home and lifestyle products, serving markets in Italy, Europe, North America, Japan, and China. Its comprehensive product portfolio caters to men, women, and children. For women, the collection features an extensive range of apparel, including outerwear (coats, jackets), dresses, diverse knitwear, tops, shirts, skirts, trousers, and denim. This is complemented by a wide selection of footwear (sneakers, boots, loafers, flat shoes, sandals), leather goods, jewelry, scarves, and various accessories, including multiple bag styles like mini bags, clutches, crossbody bags, backpacks, handbags, and shoppers. Similarly, men's collections encompass coats, jackets, knitwear, blazers, waistcoats, suits, tuxedos, t-shirts, polos, shirts, trousers, and denim. Men's footwear options include sneakers, lace-ups, loafers, and boots, alongside leather goods, bags, scarves, and other accessories. The company also offers dedicated children's collections. Beyond apparel, Brunello Cucinelli curates a selection of premium lifestyle products. These include home textiles like throws, blankets, and cushions; personal care items such as bathrobes and towels; fragrances and candles; studio and gardening products; travel essentials and leisure bags/wear; and kitchen and tableware, encompassing table linen and ceramic creations. These lifestyle offerings are distributed globally. As of December 31, 2021, the company maintained a substantial retail footprint, operating 114 directly managed stores and 30 wholesale monobrand boutiques. Established in 1978, Brunello Cucinelli S.p.A. is headquartered in Solomeo, Italy, and operates as a subsidiary of Fedone S.r.l.

Industry overviewAI analysisGenerated by AI from underlying data

Where Luxury Goods sits in its cycle right now — and what that implies for $BCUCF.

Luxury Goods · Consumer Cyclical

No material change from last week — Wall Street analysts see 32.

Industry benchmark

5-name peer basket
-16.8%YTD
+14.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
43.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
25.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
9.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.28$1.280.0%
Q4 2025Feb 18, 2026$1.07$1.08-0.9%
Q2 2025Aug 28, 2025$1.27$1.12+13.4%
Q3 2024Dec 31, 2024$0.45——
Next earningsThu, Mar 18·consensus EPS $1.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$748.3M+141.1%18.9%17.1%$1.12$103.0M
Q4 FY25$723.5M+143.0%132%17.8%$0.91$64.8M
Q2 FY25$684.1M+151.5%49.0%16.6%$1.08$50.6M
Q4 FY24$328.9M+30.4%53.3%16.3%$0.43$17.7M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.5B$2.23$2.19 – $2.2817
FY27$1.7B$1.7B – $1.7B$2.56$2.52 – $2.6217
FY28$1.8B$1.8B – $1.9B$2.90$2.85 – $2.979
FY29$2.0B$2.0B – $2.1B$0.00$0.00 – $0.0014
FY30$2.2B$2.2B – $2.3B$0.00$0.00 – $0.008

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.β0.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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Voices on X · last 7 days

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