Description

Pernod Ricard’s Bold China Bet: Can Travel Retail Spark a Sales Boom? 

Pernod Ricard navigates a challenging economic landscape by leveraging geographical diversity and a broad spirits portfolio. The fiscal year ’25 results underscore an acute balance between this strategic flexibility and its financial performance. Among the highlights, Pernod Ricard managed to achieve a 2% recovery in volumes for three consecutive semesters, despite net sales being down 3% organically and 6% in reported terms, strongly impacted by currency fluctuations. However, declines in key markets such as China, the U.S., and Global Travel Retail Asia affected the sales mix adversely. Conversely, Rest of the World regions demonstrated resilience, with market share maintained or gained in several key regions.

⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ DisclosuresWant unlimited access to our reports? Purchase our $99 annual subscription!