✅ Rémy Cointreau is a French company known for its prestigious brands like Rémy Martin cognac and Cointreau liqueur.

🛡️ The company benefits from a strong moat due to the prestige and history of its brands, as well as its exclusive distribution network.

📈 It is currently trading at a P/E of 19 for 2025, which the analyst considers quite attractive, suggesting a potential investment opportunity.

🌏 The company is focused on expanding in the Asian and North American premium markets.

@bernardodegarcia:
“Rémy Cointreau is one of the most interesting companies, in my opinion. It is the emblematic French house behind Rémy Martin cognac, Cointreau liqueur, and Louis XIII, an ultra-premium cognac that can cost thousands of euros per bottle. Its moat lies in the centennial prestige of its brands, exclusivity, and strong distribution network in hospitality and duty-free. Although its products are cyclical, Rémy has managed to maintain attractive margins and seeks to captivate the premium Asian and North American consumer. It is currently trading at a P/E of 19 for 2025, which is quite ridiculous, and I think there is a great opportunity there.”

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