Rémy Cointreau SA (RCO) Earnings Call Transcripts

Rémy Cointreau SA's Latest Earnings Call - June 4, 2026

In the fiscal year 2025/26, Rémy Cointreau reported group sales of EUR 935.3 million, reflecting a slight organic growth of 0.2% year-over-year. However, the current operating profit (COP) decreased by 11.5%, leading to a COP margin of 17.7%, down 2.6 points organically. Management acknowledged the challenging macroeconomic environment and indicated that while results fell short of ambitions, they are confident in the brand's potential and have initiated the RC Forward transformation program to enhance operational efficiency and drive future growth. For FY 2026/27, management anticipates a return to organic sales growth and aims to maintain COP margin resilience despite ongoing tariff impacts.

Reported metrics

Guidance from management

For FY 2026/27, management expects a return to organic sales growth and aims for COP margin resilience despite ongoing tariff impacts, with a focus on maintaining a net debt-to-EBITDA ratio below 3.5.

What management said

I take the first. Luca speaking. We'll take the first one. So you are asking where do we stand compared to the consensus. I would like to have some guidelines the profit loss. So sales company consensus is plus 3% plus actually..

What analysts pressed on

Analysts expressed concerns regarding the sustainability of market share gains in the U.S. and the impact of ongoing geopolitical tensions and tariffs on profitability. There is also apprehension about the effectiveness of the RC Forward program in delivering the anticipated growth.

Main topics on the call

• Revenue Growth Challenges — Rémy Cointreau's revenue growth was minimal at 0.2% for the year, attributed to challenging market conditions. Management stated, "Despite a challenging context, we have taken important initiatives to protect as much as ...
• Cost Management and Profitability — The current operating profit fell by 11.5%, with a COP margin of 17.7%. Management emphasized the importance of maintaining marketing investments despite cost pressures, stating, "We took the deliberate decision to maint...
• Free Cash Flow Improvement — Free cash flow improved significantly from EUR 19.2 million to EUR 53.8 million. This was driven by better working capital management and reduced capital expenditures, indicating a positive trend in cash generation.
• Transformation Program - RC Forward — Management introduced the RC Forward program aimed at simplifying operations and enhancing decision-making. They expressed confidence that this initiative will unlock the group's full potential, stating, "It is an ambiti...

Read the full Rémy Cointreau SA transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 35 Rémy Cointreau SA earnings call transcripts on record, spanning January 24, 2020 to July 29, 2026. Based on this history, Rémy Cointreau SA reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RCO

Exchange

ENXTPA

Country

FR

Sector

Consumer Staples

Industry

Beverages

Calls on record

35

First call

January 24, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly