Consumer Cyclical -
Apparel - Manufacturers - NYSE - IT
$ 6.48
-1.82 %
$ 1.64 B
Market Cap
19.64
P/E
1. INTRINSIC VALUE
Balance Sheet
Ermenegildo Zegna N.V.
| Current Assets | 1.21 B |
| Cash & Short-Term Investments | 296 M |
| Receivables | 282 M |
| Other Current Assets | 628 M |
| Non-Current Assets | 1.63 B |
| Long-Term Investments | 59.6 M |
| PP&E | 786 M |
| Other Non-Current Assets | 782 M |
| Current Liabilities | 853 M |
| Accounts Payable | 249 M |
| Short-Term Debt | 320 M |
| Other Current Liabilities | 284 M |
| Non-Current Liabilities | 998 M |
| Long-Term Debt | 715 M |
| Other Non-Current Liabilities | 283 M |
EFFICIENCY
Earnings Waterfall
Ermenegildo Zegna N.V.
| Revenue | 1.95 B |
| Cost Of Revenue | 650 M |
| Gross Profit | 1.3 B |
| Operating Expenses | 1.13 B |
| Operating Income | 167 M |
| Other Expenses | 76 M |
| Net Income | 90.9 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Ermenegildo Zegna N.V.
| Net Income | 90.9 M |
| Depreciation & Amortization | 236 M |
| Capital Expenditures | -126 M |
| Stock-Based Compensation | 0 |
| Change in Working Capital | -118 M |
| Others | -55.9 M |
| Free Cash Flow | 154 M |
Wall Street Analysts Price Targets
Ermenegildo Zegna N.V.
Wall Street analysts predict an average 1-year price target for ZGN of $10.2 , with forecasts ranging from
a
low of
$7.9 to a high of $14.2 .
ZGN Lowest Price Target
Wall Street Target
7.9 USD
21.91%
ZGN Average Price Target
Wall Street Target
10.2 USD
57.79%
ZGN Highest Price Target
Wall Street Target
14.2 USD
119.14%
4. DIVIDEND
ANALYSIS
0.00%
DIVIDEND YIELD
0.129 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Ermenegildo Zegna N.V.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Ermenegildo Zegna: Sales Acceleration, Supportive 2027 Target
Zegna's Q4 sales accelerated, driven by strong retail performance. The company also announced the new “Accademia dei Maestri" to share the artisans' knowledge. Management proposed a €0.12 dividend per share and set ambitious 2027 targets, aiming for €2.2-€2.4 billion in revenue and a 12% EBIT margin. The ongoing buyback from the family, supportive results, and a P/E discount compared to the sector make Zegna a buy.
seekingalpha.com
- 3 weeks ago
Ermenegildo Zegna N.V. (ZGN) Q4 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2024 Earnings Conference Call March 27, 2025 9:00 AM ET Company Participants Gildo Zegna - Chief Executive Officer Gianluca Tagliabue - Chief Financial Officer and Chief Operating Officer Paola Durante - Chief of External Relations Conference Call Participants Chris Huang - UBS Adrien Duverger - Goldman Sachs Oliver Chen - TD Cowen Melania Grippo - BNP Paribas Exane Operator Good afternoon, good morning, everyone.
seekingalpha.com
- 3 weeks ago
Ermenegildo Zegna Group Reports Full Year 2024 Profit of €91 Million and Adjusted EBIT of €184 Million
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or “the Group”) today announced Profit of €90.9 million for FY 2024 with a Profit margin of 4.7%, compared to €135.7 million in FY 2023 (7.1% Profit margin). FY 2024 Adjusted EBIT was €184.0 million, compared to €220.2 million in FY 2023 with an Adjusted EBIT Margin of 9.5% and revenues of €1,946.6 million, as announced on January 27, 2025. Erm.
businesswire.com
- 3 weeks ago
Ermenegildo Zegna's DTC Transformation: A Painful But Promising Transition
Ermenegildo Zegna's transition to a direct-to-consumer strategy is impacting short-term sales but is expected to enhance margins and brand exclusivity long-term. Despite industry headwinds, Zegna's DTC revenue grew 9.9% in 2024, while wholesale revenue declined 12.2%, highlighting the strategic shift. Financial health remains strong with a healthy balance sheet and overall potential for margin expansion.
seekingalpha.com
- 3 weeks ago
Ermenegildo Zegna N.V. (ZGN) Q4 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2024 Earnings Conference Call January 27, 2025 8:00 AM ET Company Participants Gildo Zegna - Chief Executive Officer Gianluca Tagliabue - Chief Financial Officer Paola Durante - Chief of External Relations Conference Call Participants Anthony Charchafji - BNP Paribas Oliver Chen - TD Cowen Louise Singlehurst - Goldman Sachs Natasha Bonnet - Morgan Stanley Daria Nasledysheva - Bank of America Operator Good afternoon and good morning, everyone.
seekingalpha.com
- 2 months ago
Ermenegildo Zegna Group Revenues Reach €1,947 Million1 in FY 2024. Q4 Revenues up 3% Year-On-Year Driven by ZEGNA Brand up 8% YoY.
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €1,946.6 million for fiscal year 2024, +2.2% YoY from €1,904.5 million in fiscal year 2023 (+3.4% at constant currency and -1.9% organic). Revenues in the fourth quarter reached €589.2 million, +3.3% YoY (+3.6% at constant currency and +2.9% organic2). Ermenegildo “Gildo” Zegna, Chairman and.
businesswire.com
- 2 months ago
Ermenegildo Zegna: Potential Re-Rating In The Near Term
We provided a comps analysis on Ermenegildo Zegna's pre- and post-IPO financials. Thanks to sales diversification through acquisitions and organic growth acceleration, ZGN is no longer a China play. Zegna's family acquired shares in the company, and this is a supportive signal that cannot go unnoticed. Our buy is confirmed.
seekingalpha.com
- 3 months ago
Monterubello, Ermenegildo Zegna Group's Controlling Shareholder, Purchased 913,000 Shares and Intends to Acquire Additional 2 Million Shares
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) was informed today that Monterubello s.s. (“Monterubello”), as of November 11, 2024, purchased 913,000 ZGN shares in the market and that it intends to buy a further two million ZGN shares in the market in the coming weeks. “Our family firmly believes that the purchase of additional shares in the Ermenegildo Zegna Group represent.
businesswire.com
- 5 months ago
Ermenegildo Zegna N.V. (ZGN) Q3 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q3 2024 Earnings Conference Call October 22, 2024 8:00 AM ET Company Participants Gildo Zegna – Chairman and Chief Executive Officer Gianluca Tagliabue – Chief Operating Officer and Chief Financial Officer Paola Durante – Chief of External Relations Conference Call Participants Oliver Chen – TD Cowen Anthony Charchafji – BNP Paribas Chris Huang – UBS Ben Rada Martin – Goldman Sachs Operator Good afternoon, or good morning, everyone.
seekingalpha.com
- 5 months ago
Ermenegildo Zegna Group Revenues1 Reach €1.4B in the First Nine Months of 2024. Zegna Brand Continued to Grow Driven by DTC.
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €1,357.4 million for the first nine months of 2024, +1.7% YoY from €1,334.2 million in the first nine months of 2023 (-4.0% organic). In the third quarter of 2024 revenues reached €397.3 million, -7.8% YoY and -6.7% organic. Ermenegildo “Gildo” Zegna, Chairman and CEO of the Ermenegildo Zegn.
businesswire.com
- 5 months ago
Ermenegildo Zegna N.V. (ZGN) H1 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) H1 2024 Earnings Conference Call September 18, 2024 8:00 AM ET Company Participants Ermenegildo Zegna - Chairman and CEO Gianluca Tagliabue - CFO and COO Paola Durante - Chief of External Relations Conference Call Participants Anthony Charchafji - BNP Paribas Louise Singlehurst - Goldman Sachs Operator Good morning, good afternoon everyone.
seekingalpha.com
- 7 months ago
Ermenegildo Zegna Group Reports First Half 2024 Revenues of €960 Million With Profit at €31 Million and Adjusted EBIT at €81 Million
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or “the Group”) today announced profit of €31.3 million in H1 2024 compared to €52.1 million in H1 2023. In H1 2024, Adjusted EBIT was equal to €80.9 million compared to €119.9 million in H1 2023. Ermenegildo “Gildo” Zegna, Group Chairman and CEO, said: “The first half of 2024 was marked by important investments in all three of our brands to fu.
businesswire.com
- 7 months ago
8. Profile
Summary
Ermenegildo Zegna N.V. ZGN
COUNTRY
IT
INDUSTRY
Apparel - Manufacturers
MARKET CAP
$ 1.64 B
Dividend Yield
0.00%
Description
Ermenegildo Zegna N.V., together with its subsidiaries, designs, manufactures, markets, and distributes luxury menswear, footwear, leather goods, and other accessories under the Zegna and the Thom Browne brands. It provides luxury leisurewear for men; formal suits, tuxedos, shirts, blazers, formal overcoats, and accessories; leather accessories comprising shoes, bags, belts, and small leather accessories; and fragrances. The company also offers luxury womenswear and childrenswear under the Thom Browne brand, as well as provides eyewear, cufflinks and jewelry, watches, underwear, and beachwear manufactured by third parties under licenses. It serves customers through its retail stores and online channels in Europe, the Middle East, Africa, North America, Latin America, the Asia Pacific, and internationally. The company was founded in 1910 and is based in Trivero, Italy. Ermenegildo Zegna N.V. is a subsidiary of Monterubello Societa' Semplice.
Contact
Viale Roma 99/100, Trivero, BI, 13835
https://www.zegna.com
IPO
Date
Dec. 20, 2021
Employees
7185
Officers
Mr. Rodrigo Bazan
Chief Executive Officer of Thom Browne
Mr. Ermenegildo Zegna di Monte Rubello
Executive Chairman & Chief Executive Officer
Mr. Lelio Gavazza
Chief Executive Officer of Tom Ford Fashion
Ms. Paola Durante
Chief of External Relations
Mr. Gianluca Ambrogio Tagliabue
Chief Operating Officer & Chief Financial Officer
Ms. Francesca Di Pasquantonio
Investor Relations Director
Mr. Franco Ferraris
Head of Textiles
Mr. Thom Browne
Founder & Chief Creative Officer of Thom Browne