Moncler (MONC) Corporate presentation summary

Group overview and strategy

• Operates two brands, Moncler and Stone Island, focused on redefining luxury through creativity, innovation, and cultural connection, with a strong emphasis on sustainability and community engagement.

• Maintains direct control over key value chain stages, ensuring high standards in design, R&D, production, and client experience.

• Global presence with 376 directly operated stores and distribution in over 100 countries, leveraging a multichannel model.

• Recognized for sustainability leadership, earning top ESG ratings and industry awards.

• Corporate governance includes a diverse board and robust oversight committees.

Financial performance and key metrics

• FY 2024 group revenues reached €3,108.9m, up 7% at constant FX, with a 29.5% EBIT margin and €639.6m net result.

• Moncler brand contributed €2,707.3m (+8% YoY CFX), while Stone Island posted €401.6m (-1% YoY CFX).

• Direct-to-consumer (DTC) channel accounted for 86% of Moncler and 52% of Stone Island revenues.

• Net financial position improved to €1,308.8m, with strong free cash flow generation and increased shareholders’ equity.

• EBIT margin consistently near 30% over the past decade, reflecting operational discipline.

Brand positioning and growth

• Moncler evolved from mountain sportswear to a symbol of versatile luxury, with three brand dimensions: Collection, Grenoble, and Genius.

• Stone Island is renowned for material research, innovation, and technical craftsmanship, with a product-centered ethos and three sub-collections: Ghost, Marina, Stellina.

• Both brands emphasize community, cultural relevance, and experiential engagement.

• Moncler Genius serves as a platform for co-creation, blending art, design, music, and technology.

• Stone Island launched a new global campaign and internalized e-commerce in 2024.