Added to YB: 2025-04-15
Pitch date: 2025-03-31
ZGN [bullish]
Ermenegildo Zegna N.V.
+41.98%
current return
Author Info
No bio for this author
Company Info
Ermenegildo Zegna N.V., together with its subsidiaries, designs, manufactures, markets, and distributes luxury menswear and womenwear, children’s clothing, footwear, leather goods, and other accessories worldwide.
Market Cap
$2.1B
Pitch Price
$7.23
Price Target
N/A
Dividend
1.42%
EV/EBITDA
9.03
P/E
22.80
EV/Sales
1.58
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Oakmark International Small Cap Fund New Position: Ermenegildo Zegna N.V.
ZGN (new position): Global luxury menswear leader w/ Zegna, Thom Browne, Tom Ford brands. China slowdown hit Thom Browne, but likely troughed. Tom Ford offers upside w/ new mgmt. Undervalued vs peers given LT growth potential & normalized earnings profile. Zegna brand momentum strong despite headwinds.
Read full article (1 min)