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TIVP013: MONCLER (MONC): ZIPPED FOR SUCCESS
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
30 March 2025
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!
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IN THIS EPISODE, YOU’LL LEARN:
- How Moncler evolved from a French, niche skiwear brand into an Italian luxury brand.
- What makes a luxury brand successful.
- Why Direct-to-Consumer is so important for luxury brands.
- How Remo Ruffini transforms niche, local brands into global luxury brands.
- What role does Stone Island play?
- How does Moncler think about further acquisitions?
- Where does future growth come from?
- What are the risks in a Moncler investment?
- Whether Shawn & Daniel add MONC to The Intrinsic Value Portfolio.
- And much, much more!
TRANSCRIPT
Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.
[00:00:00] Daniel Mahncke: Hey guys. Welcome to another episode of The Intrinsic Value Podcast. On today’s episode, Sean and I will dive deep into the emerging luxury sensation. Moncler, a brand that has taken the high end fashion world by storm. While Moncler may not have the same century old legacy as some other luxury giants, it has carved out in dominant niche, in the premium outerwear space.
[00:00:25] Daniel Mahncke: Its iconic puffer jackets and collaborations with some of the biggest names and fashion on Moncler’s evolved for niche ski wear brand on the brink of bankruptcy to a global luxury leader, and those brand assets have been incredibly profitable for shareholder value. With Moncler achieving impressive profitability and pricing power that rivals even the most established luxury houses, we will break down how Moncler transition from making outdoor gear for mountaineers to becoming a status symbol in fashion, what its strategy looks like going forward, and where that stock digital officer plays in our intrinsic value portfolio. I’ll be joined by my colleague, Shawn O’Malley, will co-host today’s episode and guide the conversation as I put present the case for Moncler.
[00:01:13] Daniel Mahncke: With that said, let’s get right into it.
[00:01:19] Intro: You are listening to the Intrinsic Value Podcast by the Investors Podcast Network since 2014, with over 180 million downloads, we’ve learned directly from the world’s best investors. Now we are applying those lessons to analyze businesses and investment opportunities every week, helping you uncover intrinsic value. And now here are your hosts, Shawn O’Malley and Daniel Mahncke.
[00:01:53] Daniel Mahncke: This week, Shawn and I will cover one of the most recognizable luxury brands in the world, Moncler known for its premium outerwear. Moncler has built a reputation for combining high performance materials with high fashion appeal from its iconic puffer jackets to exclusive collaborations with top designers.
[00:02:13] Daniel Mahncke: The brand has firmly established itself as a leader in the luxury space. While I will outline the company and the investment case, Sean will ask me smart questions to lead through the episode, and at the end we will decide do we add Moncler to our intrinsic value portfolio, or do we have to keep looking before we add our next position.
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- What Moncler and Canada Goose are really chasing: watch the video.
- Moncler x Pharrell Williams Art of Terrain Experience.
- Daniel Mahncke’s last Pitch on Nintendo.
- “The Luxury Strategy” book.
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