Rémy Cointreau SA/€RCO

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About Rémy Cointreau SA

Rémy Cointreau is a French company specializing in the production and distribution of spirits and liqueurs within the luxury goods industry. The company's core business includes well-known brands such as Rémy Martin, Cointreau, and Mount Gay Rum, focusing on premium cognacs, spirits, and liqueurs. Founded in 1991 through the merger of Rémy Martin and Cointreau, the company has a longstanding heritage in the spirits sector. Based in Paris, France, Rémy Cointreau operates globally, with significant markets in Europe, the Americas, and Asia-Pacific regions. The company emphasizes the craftsmanship and heritage of its brands, which contributes to its strategic positioning as a purveyor of high-quality, luxury beverages.
Ticker
€RCO
Primary listing
PAR
Employees
1,754
Headquarters
Cognac, France

RCO Metrics

BasicAdvanced
€2.2B
28.43
€1.50
0.71
€1.50
1.17%

Bulls say / Bears say

Under its RC Forward transformation plan, Rémy Cointreau aims to add approximately €100 million to current operating profit—a 60% increase—by 2028–2029, providing a clear roadmap to improved margin expansion. (Reuters)
The company reported a return to year-on-year sales growth in the third quarter, driven by strong demand in the U.S., marking a key milestone in its recovery trajectory. (Reuters)
Management expects to achieve positive organic sales growth in Asia-Pacific and China for fiscal 2026/27, indicating improving momentum in key high-growth regions. (Reuters)
Despite ending its sales decline, full-year results showed an 11.5% organic drop in current operating profit and a halved dividend, underscoring persistent margin pressures and weaker-than-expected performance. (Reuters)
The ambitious three-year RC Forward turnaround plan—which encompasses leadership restructuring and changes to pricing, distribution, and procurement—introduces significant execution risk and potential operational disruption. (Reuters)
The CEO’s acknowledgement of needing pricing flexibility, despite maintaining premium positioning, highlights vulnerability to consumer discretionary constraints and potential volume erosion if price increases are limited. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2026.

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