- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

Intro, Cap and Legal Structure-4 Feb 25

Legal - 4 Feb 25

Shareholders - 4 Feb 25

Model+Financial Drivers - 4 Feb 24

Industry - 4 Feb 25

Drivers - 4 Feb 25

Business - 4 Feb 25

Investment Discussion - 4 Feb 25
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
LLVMH reported 1% organic sales growth in the third quarter, a rebound from previous declines, with its Fashion and Leather Goods division, the largest and
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
A stronger performance in wholesale has resulted in Isabel Marant posting stronger than expected Q4 and FY24 numbers. The wholesale segment (B2B) continues under
Prada has agreed to buy Versace for $1.375bn or 1.3x LTM March 2024 LTM Revenue. Prada has at least benefitted from the tariff debacle, with
As tariffs continue to influence market dynamics, we've taken a comprehensive look across our coverage to highlight the names most likely to be affected. For full transparency, we've also included those that remain unaffected—it's just as important to understand where the impact isn't being felt.
The idea here is
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