Zegna
About: Ermenegildo Zegna NV designs creates, and distributes luxury menswear and accessories under the Zegna brand, as well as womenswear, menswear, and accessories under the Thom Browne brand. The company operates in three segments: the Zegna segment (comprising three product lines: Zegna Branded Products, Textile, and Third Party Brands); the Thom Browne segment, and the Tom Ford Fashion segment. The company generates the majority of its revenue from the Zegna segment.
Employees: 7,395
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
991% more call options, than puts
Call options by funds: $120K | Put options by funds: $11K
200% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
16% more funds holding
Funds holding: 67 [Q3] → 78 (+11) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
2.74% less ownership
Funds ownership: 17.56% [Q3] → 14.82% (-2.74%) [Q4]
29% less capital invested
Capital invested by funds: $433M [Q3] → $306M (-$127M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for ZGN.
Financial journalist opinion
Based on 3 articles about ZGN published over the past 30 days
Positive
Seeking Alpha
1 week ago
Ermenegildo Zegna: Hold And Wait For A Better Entry Point
Zegna's diversified product portfolio and strategic acquisitions, including Tom Ford, position it well for future growth despite current operational margin challenges. The luxury fashion market is evolving, with a shift towards comfort and sustainability, and Zegna's emphasis on craftsmanship and quality aligns with these trends. Despite a slight YoY revenue decline, Zegna's DTC channel and key brands like TOM FORD Fashion show promising growth, offsetting wholesale performance drops.
Neutral
Seeking Alpha
2 weeks ago
Ermenegildo Zegna N.V. (ZGN) Q1 2025 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q1 2025 Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Paola Durante - Chief of External Relations Gianluca Tagliabue - COO & CFO Conference Call Participants Oliver Chen - TD Cowen Chris Huang - UBS Anthony Charchafji - BNP Paribas Natasha Banoori - Morgan Stanley Daria Nasledysheva - Bank of America Merrill Lynch Louise Singlehurst - Goldman Sachs Group Operator Good afternoon.
Neutral
Business Wire
2 weeks ago
Ermenegildo Zegna Group Reports Q1 2025 Revenues of €459 Million1 Driven by Positive Results in DTC for All Three Brands
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €458.8 million for the first quarter of 2025, -0.9% year-on-year (YoY) and -1.2% organic from €463.2 million in the first quarter of 20242. Ermenegildo “Gildo” Zegna, Chairman and CEO of the Ermenegildo Zegna Group, commented: “Despite the ongoing challenges in our sector, all our three bran.
Neutral
Seeking Alpha
1 month ago
Ermenegildo Zegna: Sales Acceleration, Supportive 2027 Target
Zegna's Q4 sales accelerated, driven by strong retail performance. The company also announced the new “Accademia dei Maestri" to share the artisans' knowledge. Management proposed a €0.12 dividend per share and set ambitious 2027 targets, aiming for €2.2-€2.4 billion in revenue and a 12% EBIT margin. The ongoing buyback from the family, supportive results, and a P/E discount compared to the sector make Zegna a buy.
Neutral
Seeking Alpha
1 month ago
Ermenegildo Zegna N.V. (ZGN) Q4 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2024 Earnings Conference Call March 27, 2025 9:00 AM ET Company Participants Gildo Zegna - Chief Executive Officer Gianluca Tagliabue - Chief Financial Officer and Chief Operating Officer Paola Durante - Chief of External Relations Conference Call Participants Chris Huang - UBS Adrien Duverger - Goldman Sachs Oliver Chen - TD Cowen Melania Grippo - BNP Paribas Exane Operator Good afternoon, good morning, everyone.
Neutral
Business Wire
1 month ago
Ermenegildo Zegna Group Reports Full Year 2024 Profit of €91 Million and Adjusted EBIT of €184 Million
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or “the Group”) today announced Profit of €90.9 million for FY 2024 with a Profit margin of 4.7%, compared to €135.7 million in FY 2023 (7.1% Profit margin). FY 2024 Adjusted EBIT was €184.0 million, compared to €220.2 million in FY 2023 with an Adjusted EBIT Margin of 9.5% and revenues of €1,946.6 million, as announced on January 27, 2025. Erm.
Positive
Seeking Alpha
1 month ago
Ermenegildo Zegna's DTC Transformation: A Painful But Promising Transition
Ermenegildo Zegna's transition to a direct-to-consumer strategy is impacting short-term sales but is expected to enhance margins and brand exclusivity long-term. Despite industry headwinds, Zegna's DTC revenue grew 9.9% in 2024, while wholesale revenue declined 12.2%, highlighting the strategic shift. Financial health remains strong with a healthy balance sheet and overall potential for margin expansion.
Neutral
Seeking Alpha
3 months ago
Ermenegildo Zegna N.V. (ZGN) Q4 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2024 Earnings Conference Call January 27, 2025 8:00 AM ET Company Participants Gildo Zegna - Chief Executive Officer Gianluca Tagliabue - Chief Financial Officer Paola Durante - Chief of External Relations Conference Call Participants Anthony Charchafji - BNP Paribas Oliver Chen - TD Cowen Louise Singlehurst - Goldman Sachs Natasha Bonnet - Morgan Stanley Daria Nasledysheva - Bank of America Operator Good afternoon and good morning, everyone.
Neutral
Business Wire
3 months ago
Ermenegildo Zegna Group Revenues Reach €1,947 Million1 in FY 2024. Q4 Revenues up 3% Year-On-Year Driven by ZEGNA Brand up 8% YoY.
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €1,946.6 million for fiscal year 2024, +2.2% YoY from €1,904.5 million in fiscal year 2023 (+3.4% at constant currency and -1.9% organic). Revenues in the fourth quarter reached €589.2 million, +3.3% YoY (+3.6% at constant currency and +2.9% organic2). Ermenegildo “Gildo” Zegna, Chairman and.
Neutral
Seeking Alpha
3 months ago
Ermenegildo Zegna: Potential Re-Rating In The Near Term
We provided a comps analysis on Ermenegildo Zegna's pre- and post-IPO financials. Thanks to sales diversification through acquisitions and organic growth acceleration, ZGN is no longer a China play. Zegna's family acquired shares in the company, and this is a supportive signal that cannot go unnoticed. Our buy is confirmed.
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