Hermes International Societe en commandite par actions Unsponsored ADR

5 days ago · seekingalpha.com

Hermès leverages scarcity, pricing power, and a resilient ultra-wealthy clientele to maintain exceptional margins and brand exclusivity. After a 40% price decline, HESAY trades at ~30x earnings, making valuation more attractive but still not deeply discounted. Key risks include China exposure, FX headwinds, and luxury sector cyclicality, but core demand for flagship products remains robust.

13 days ago · nypost.com

Stocks for some of Europe's most famous luxury brands are plummeting to their lowest level in years as Chinese customers cut back purchases and an industry revamp fails to launch.

15 days ago · seekingalpha.com

Hermès International Société en commandite par actions (HERM:CA) Q3 2026 Sales/Trading Call Transcript

15 days ago · wsj.com

Hermes said sales growth lost pace in the third quarter, as hopes of a recovery in luxury demand dwindle.

22 days ago · seekingalpha.com

Microsoft grew operating income by about 18%, and we estimate its average gross asset base grew in the low 20s, leading to continued healthy returns on invested capital of almost 30%. Revenues grew 28%, and Meta launched a slew of AI products and updates that the market viewed positively. Apple grew revenue by 16% and posted even stronger gross margin dollar growth as Apple navigated input pricing pressures well.

2 months ago · seekingalpha.com

In a challenging time for the luxury market, the Hermès (HESAY) stock hasn't gone anywhere in recent months. But recovery looks entirely likely. The company's H1 2026 results reveal improvement in geographies affected by the US-Iran war and the margins remain very strong too. With the stock's price at over three year lows and its market multiples attractive, I'm reiterating a Buy rating, even as geopolitical uncertainty and sluggish growth in China are concerns.