Moncler outlines 2025 targets and brand strategy, shares in focus on the Milan exchange

Moncler sets out mid-term growth ambitions and brand priorities after its recent Capital Markets Day, while investors on Borsa Italiana weigh the luxury group against European peers like LVMH and Kering.

By Christina Vogel, Background & Management desk. Reviewed prior to publication on 2026-06-26, 14:44.

Moncler (IT0005252207) remains a key luxury name on Borsa Italiana as investors digest the group’s medium-term growth targets and brand strategy from its recent Capital Markets Day presentations. The Milan-listed outerwear specialist positions itself alongside larger peers LVMH and Kering in the European luxury segment, with analysts tracking execution on its 2025 ambitions according to recent broker commentary.

What Moncler told investors

At its latest Capital Markets Day in early 2024, Moncler presented a 2025 ambition of around 2.7 billion euros in group revenues with an EBIT margin of about 30 percent, according to the company’s slides and transcript. Moncler’s investor-relations materials highlight continued growth in direct-to-consumer retail and a focus on full-price sell-through, reflecting a cautious stance on discounting.

The group confirmed its strategy of managing Moncler and Stone Island as two distinct brands, each with its own creative direction and community, while sharing selected back-office functions. Management under chairman and chief executive Remo Ruffini underlined that capital allocation will prioritize organic expansion of both brands, supported by tightly controlled distribution and selected store openings.

Analysts compare Moncler with luxury peers

Equity research houses such as UBS and Goldman Sachs regularly reference Moncler in broader reports on the European luxury sector, often comparing the stock’s growth and margin profile to LVMH and Kering. A recent sector review cited by Italian financial media described Moncler’s profitability as robust for its size, though smaller in scale than the megacap luxury groups. Reuters sector coverage points out that demand signals from China and travel retail remain key for European luxury names, including Moncler.

Consensus data gathered by independent platforms in June 2026 shows that the majority of analysts rate Moncler shares as positive or neutral within the FTSE MIB universe, with earnings forecasts reflecting expectations for continued expansion in Asia and the Americas. Broader sector sentiment has been influenced by updates from peers such as LVMH and Hermès, which investors use as reference points when assessing Moncler’s valuation on the Milan exchange.

The products behind the brand

Moncler generates most of its revenue from high-end outerwear, particularly its down jackets and coats, as well as knitwear and accessories for men, women and children. The company has also expanded into lighter-weight apparel and collaborations through the Moncler Genius project, which works with guest designers on capsule collections.

Where the shares trade today

Moncler shares (IT0005252207) trade on Borsa Italiana in Milan, where recent closing data from the Italian exchange show the stock around the mid-50-euro range in late June 2026, quoted in euros.

Key data on the Moncler shares

• Company: Moncler S.p.A.
• ISIN: IT0005252207
• WKN: A2DLH5
• Ticker: MONC
• Trading venue: Borsa Italiana (Milan)
• Price (as of 2026-06-25, 17:30): 58.20 EUR
• Market cap: 15.2 billion EUR (as of 2026-06-25)
• Sector / industry: Consumer Discretionary - Luxury Apparel
• Index membership: FTSE MIB
• Next earnings date: not officially scheduled

Disclaimer: This article is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell any security, or any other form of financial guidance.