Rayeiris Maduro Rondon @Rayeiris: "✨✨𝑸𝒖𝒂𝒓𝒕𝒆𝒓 𝒓𝒆𝒔𝒖𝒍𝒕𝒔✨✨ About $1913.HK Featuring Hayley..."

Spain

✨✨𝑸𝒖𝒂𝒓𝒕𝒆𝒓 𝒓𝒆𝒔𝒖𝒍𝒕𝒔✨✨ About $1913.HK (Prada S.p.A.) Featuring Hayley Bieber, in the launch of the Autumn and Winter collection for MIUMIU, we finally have Prada’s half-year results, and Mr Market is very happy about it, with shares rising by 14%, almost reaching February’s peak in six months. Middle East conflict has had a hard impact on the company’s growth, and Miu Miu is suffering an impact of 300 basis points in Q2/26. Management sounds hopeful and positive about the Versace integration, even when margins are still affected by the acquisition (22.6% to 17.4%, roughly 520bps of compression, two-thirds Versace / one-third FX.) , we are seeing the right pace towards the future of the brand. Not forgetting to mention the exciting news of the partnership of Prada with Axiom Space to produce the Liquid Cooling and Ventilation Garment (LCVG) designed to be worn by astronauts inside the Axiom Extravehicular Mobility Unit (AxEMU) spacesuit. This proves the brand is not only fashion but can evolve towards useful product development in high-performance materials. 𝑷𝒓𝒂𝒅𝒂 𝑮𝒓𝒐𝒖𝒑 𝑯1-26 𝑯𝒊𝒈𝒉𝒍𝒊𝒈𝒉𝒕𝒔 Group: Net Revenues €3,048M (+16% FX const., +5% organic, Q2 accelerating to +7%). Retail Sales €2,633M (+12% FX const., +3% organic). Net Income €327M, down from €386M. Prada: Retail Sales +3.3% H1, accelerating to +6.3% in Q2, full-price, like-for-like driven, broad-based across regions. Miu Miu: Retail Sales +2.5% H1, +2.6% in Q2, normalizing off a tough +40% comp base, Middle East a drag. Versace: €305M in H1 revenue, in line with expectations. As always with value investing, the question isn't whether a company is growing; it's whether that growth is building intrinsic value. Right now Prada is doing both, real strength at the Prada brand, real cost from the Versace bet. Worth tracking, not yet a verdict. 🟢 You can find PRADA in my portfolio and take advantage of its long-term performance by copying me. Since inception, my portfolio has returned +146%, or over a 27% compounded annual return. $SPX500 $HKG50 $GOLD $RMS.PA (Hermes International)

Not investment advice. The author may have financial interests in the mentioned instruments.