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TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Island, it’s positioning itself for more stable and profitable growth while maintaining its exclusive brand image.
In this episode, you’ll learn why Moncler stands out in the luxury fashion world, how it has built a strong brand identity rooted in both heritage and innovation, why its shift toward direct sales is so important for long-term profitability, what role collaborations and limited collections play in driving demand, plus so much more!
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:44 - How Moncler evolved from a French, niche skiwear brand into an Italian luxury brand.
13:10 - What makes a luxury brand successful.
26:51 - Why Direct-to-Consumer is so important for luxury brands.
34:59 - How Remo Ruffini transforms niche, local brands into global luxury brands.
49:28 - What role does Stone Island play?
49:28 - How does Moncler think about further acquisitions?
52:54 - Where does future growth come from?
01:10:52 - What are the risks in a Moncler investment?
01:26:37 - Whether Shawn & Daniel add MONC to The Intrinsic Value Portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn | Email
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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By The Investor's Podcast Network
4.6
542542 ratings
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Island, it’s positioning itself for more stable and profitable growth while maintaining its exclusive brand image.
In this episode, you’ll learn why Moncler stands out in the luxury fashion world, how it has built a strong brand identity rooted in both heritage and innovation, why its shift toward direct sales is so important for long-term profitability, what role collaborations and limited collections play in driving demand, plus so much more!
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:44 - How Moncler evolved from a French, niche skiwear brand into an Italian luxury brand.
13:10 - What makes a luxury brand successful.
26:51 - Why Direct-to-Consumer is so important for luxury brands.
34:59 - How Remo Ruffini transforms niche, local brands into global luxury brands.
49:28 - What role does Stone Island play?
49:28 - How does Moncler think about further acquisitions?
52:54 - Where does future growth come from?
01:10:52 - What are the risks in a Moncler investment?
01:26:37 - Whether Shawn & Daniel add MONC to The Intrinsic Value Portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn | Email
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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