Rémy Cointreau

Rémy Cointreau’s stock jumped about 10.9% after results for 2025/26 that beat consensus on operating profit (€165.4m) and adjusted earnings. Reported operating margin was 17.7%; organic revenue fell 11.5% but was better than expected. For 2026/27 the company forecasts a return to organic revenue growth and a slight margin improvement, and unveiled a multi-year recovery plan aiming to raise operating profit by €100m by 2028/29. Analysts reacted positively, which together with the stronger results helped trigger a significant re-rating of the sharply fallen stock. » Plus sur de.investing.com

China will impose anti-dumping duties of up to 34.9% on European brandy, but major cognac producers Remy Cointreau, Pernod Ricard, and LVMH’s Hennessy are exempt after agreeing to a minimum price commitment. This arrangement allows these companies to maintain access to the Chinese market, though with some restrictions, following a sharp decline in shipments after preliminary duties were introduced. The exemption is seen as a less punitive outcome for the companies, even as broader trade tensions between China and the EU persist. » Plus sur fortune.com