Moncler has reported very good quarterly figures. Sales have increased well and the outlook is also good. Business was particularly good in Asia.
In the long term, I see strong growth potential, especially through the "direct to consumer" channel. Geographically, the company can still achieve a lot of growth in America, where it is not yet so strong.
I am invested and will buy again if the opportunity arises.
I think the worst bets here are on LVMH, but Moncler is still smaller, more focused and the net margin is also somewhat higher than that of "Big Brother".
