Rémy Cointreau SA Price & Performance (REMYY)

Rémy Cointreau reported an 18% drop in annual organic sales, with Cognac sales in China plunging amid duty-free disruptions. While the U.S. market rebounded sharply in the fourth quarter, looming tariffs in both China and the U.S. threaten future performance. The group maintains its long-term growth targets despite these headwinds.123

The French spirits group’s full-year sales fell to €984.6 million, down 18% organically. Though sales in the Americas improved late in the year, ongoing weakness in China and Europe weighed heavily. Rémy Cointreau reaffirmed its operating margin guidance and outlined further cost-cutting to safeguard profitability.42

After a prolonged earnings slump and a 70% share price drop over three years, Rémy Cointreau’s stock has recently bounced back modestly. Despite this, analysts remain cautious, noting that the company’s fundamentals and exposure to volatile markets warrant close monitoring before considering a turnaround.56