Moncler consensus steady before next earnings, shares tracked against luxury peers

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-29, 20:37.

Moncler S.p.A. (IT0005252207) currently sits within a broadly constructive analyst consensus, with most brokers rating the luxury outerwear group at least Hold or Buy based on recent data from MarketScreener and other aggregators. The stock trades primarily on Borsa Italiana in Milan, where it is often assessed alongside European luxury benchmarks such as LVMH and Kering as highlighted in recent sector commentary from Reuters. Recent Reuters coverage of European luxury shares

What current analyst data show

Across major brokers tracked by MarketScreener, a clear majority of analysts presently rate Moncler S.p.A. at least Hold, with a significant proportion in the Buy camp according to the latest consensus snapshot. While individual price targets vary, they typically imply upside potential compared with the last Milan closing price when viewed in aggregate. MarketScreener consensus overview for Moncler

Several international houses, including European brokers such as UBS and Deutsche Bank, follow the stock within broader coverage of premium and luxury brands, often highlighting the companys profitability profile and exposure to Asian and US demand. Observers regularly compare Monclers valuation multiples with sector leaders LVMH and Kering, focusing on metrics such as EV/EBIT and price-to-earnings ratios disclosed in recent research notes and market summaries.

Positioning in the luxury peer group

In recent industry reports on European luxury, Moncler is frequently cited as a more focused outerwear and apparel play relative to diversified conglomerates like LVMH, which spans fashion, spirits and cosmetics, or Kering, which has a heavier reliance on Gucci. These comparisons appear in cross-sector updates by firms such as JPMorgan and Barclays, especially when discussing demand trends in China and North America. Bloomberg coverage of European consumer and luxury stocks

Analysts also note Monclers integration of the Stone Island brand, which expands the product range into menswear and technical sportswear and creates additional growth avenues beyond the core down-jacket franchise. The group is often discussed in the same breath as Canada Goose on the outerwear side, though the Canadian brand is generally positioned more in the premium performance niche, while Moncler leans further into fashion-oriented luxury.

The product behind the stock

Moncler generates most of its revenue from high-end outerwear and apparel, led by its signature down jackets and quilted coats sold under the Moncler brand. The group also markets Stone Island, a label known for technical fabrics and menswear, which broadens the portfolio beyond its classic alpine-inspired offering.

The listing in brief

As of 2026-06-29, 18:30, Moncler shares last traded on Borsa Italiana in Milan at a level consistent with recent weeks, with the price quoted in euros according to exchange data from Borsa Italiana and major financial portals.

This article was produced with AI assistance and editorially reviewed. Price and company figures without guarantee; prices and dates may change at short notice. No investment advice, no buy or sell recommendation. Stock-market transactions carry risks up to and including total loss.