The Q1 numbers won’t impact trading levels, as the underlying credit story remains unchanged. The DTC channel continues to grow

Isabel Marant has extended its debt maturity to September 2030 following a €20m shareholder contribution, removing any short-term risk. However,

It has been clear all along that bondholders have little practical alternative. While the coupon remains unchanged, accepting the

Please find our updated analysis on Isabel Marant here. 

We continue to sound like a broken record. Despite marginally improving numbers, we remain uninvested in the Isabel Marant bonds. We maintain our

Isabel Marant reported another solid set of Q3 results, continuing the positive momentum seen in recent quarters. Growth in the Wholesale segment has

Please find our updated analysis on Isabel Marant here. 

Isabel Marant remains a frustrating name for analysts. The bond documentation is extremely porous, and with limited control over the

Progress at Isabel Marant remains uneven. While there has been notable advancement in the retail segment, the overall performance continues to be constrained by the

Headline figures show a modest decline in LTM EBITDA, primarily driven by increased marketing expenditures and the impact of

Adding some follow-ups to our call yesterday, we can confirm, IM Group, the Issuer, is the holder of the brand. This was the result of the IM Re

Please find our initiation on Isabel Marant, here.

With Isabel Marant languishing in the 50’s, many clients wonder if they should step in and catch this falling knife prompting us to take a deeper