HERMES Hermès International S.A. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
20:30
Jul 09
Jul 09
TBPN
Favor American true luxury over LVMH Kering.
Luxury is going through a generational rotation. LVMH, Gucci, and Kering are overexposed and too dependent on middle-class consumers, while LVMH is divesting brands and struggling to capture hot new assets in its main portfolio. Meanwhile, true luxury and American luxury are winning: Tapestry/Coach is on a generational run, Ralph Lauren is crushing, Richemont owns strong true-luxury brands like Cartier and Van Cleef, and Hermès is doing great.
RMS
Hermès International S.A.
Long
1ST
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10:59
Jun 22
Jun 22
Buy Hermès (RMS) on the current pullback from ~1900€ to ~1635€.
RMS
Hermès International S.A.
Long
1ST
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22:45
Apr 18
Apr 18
We Study Billionaires
Hermès is a resilient luxury brand for the ultra-wealthy.
Hermès is a uniquely resilient luxury brand due to its focus on the ultra-wealthy (top 0.1%), which is the fastest-growing luxury segment and less exposed to macroeconomic swings or aspirational buyer pullbacks. The family-run business takes a generational view, avoiding brand dilution and maintaining exclusivity. Recent stock pullback (40% from highs) presents an opportunity, though valuation remains high (~40x cash flow). The brand is almost impossible to replicate and is shielded from trends like Chinese consumers switching to local brands.
RMS
Hermès International S.A.
Long
1ST
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About HERMES Investor Commentary
Across the available history and selected sources, Buzzberg tracks HERMES (Hermès International S.A.) across 11 sources: 7 bullish vs 0 bearish calls from 12 authors. Historical directional balance: 32% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 22 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Sean Frank, julientechinvst, Daniel Mahncke.