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Upturn AI SWOT - About
Hennessy Ad (HNNA)
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Upturn Advisory Summary
08/29/2025: HNNA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 25.12% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 97.32M USD | Price to earnings Ratio 10 | 1Y Target Price 19.5 |
Price to earnings Ratio 10 | 1Y Target Price 19.5 | ||
Volume (30-day avg) - | Beta 0.7 | 52 Weeks Range 6.70 - 13.54 | Updated Date 06/29/2025 |
52 Weeks Range 6.70 - 13.54 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.39% | Basic EPS (TTM) 1.25 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.5% | Operating Margin (TTM) 37.2% |
Management Effectiveness
Return on Assets (TTM) 5.28% | Return on Equity (TTM) 10.62% |
Valuation
Trailing PE 10 | Forward PE - | Enterprise Value 70408289 | Price to Sales(TTM) 2.74 |
Enterprise Value 70408289 | Price to Sales(TTM) 2.74 | ||
Enterprise Value to Revenue 1.98 | Enterprise Value to EBITDA 4.4 | Shares Outstanding 7785730 | Shares Floating 4777866 |
Shares Outstanding 7785730 | Shares Floating 4777866 | ||
Percent Insiders 36.83 | Percent Institutions 13.44 |
Upturn AI SWOT
Hennessy Ad
Company Overview
History and Background
There is no publicly traded US stock called 'Hennessy Ad'. Hennessy is a cognac producer owned by LVMH (LVMHF), which is traded over-the-counter in the US and on the Euronext Paris exchange (MC.PA). Therefore, analysis is done on LVMHF.
Core Business Areas
- Wines & Spirits: Produces and sells a variety of wines and spirits, including Hennessy cognac, Mou00ebt & Chandon champagne, Dom Pu00e9rignon, Veuve Clicquot, and others. This is a major revenue driver.
- Fashion & Leather Goods: Home to iconic brands such as Louis Vuitton, Dior, Celine, Givenchy, and others. Creates and sells luxury leather goods, fashion apparel, shoes, and accessories.
- Perfumes & Cosmetics: Includes brands like Parfums Christian Dior, Guerlain, Givenchy Parfums, and others. Develops and markets fragrances, makeup, and skincare products.
- Watches & Jewelry: Owns brands like TAG Heuer, Bulgari, Hublot, and Zenith. Designs and sells luxury watches and jewelry.
- Selective Retailing: Operates retail chains such as Sephora and DFS (Duty Free Shops), offering a wide range of beauty products, fragrances, and travel retail goods.
- Other Activities: Includes media brands like Les Echos and Le Parisien, as well as investments in other luxury-related businesses.
Leadership and Structure
Bernard Arnault serves as Chairman and CEO. LVMH has a decentralized structure with strong brand leadership within each business group.
Top Products and Market Share
Key Offerings
- Hennessy Cognac: World's leading cognac brand. Competitors include Ru00e9my Martin (OTCPK:REMYF), Courvoisier, and Martell. Market share varies by region but holds a leading position globally. Revenue generated from Hennessy is significant and a key contributor to the Wines & Spirits segment of LVMH.
- Louis Vuitton Leather Goods: Iconic luxury leather goods. Competitors include Hermu00e8s (RMS.PA), Gucci (KER.PA), and Prada (1913.HK). Louis Vuitton holds a dominant position in the luxury leather goods market. Revenue from Louis Vuitton is the largest contributor to the Fashion & Leather Goods segment.
- Sephora Beauty Retail: Leading beauty retailer with a wide range of products. Competitors include Ulta Beauty (ULTA), Nordstrom (JWN), and department stores. Sephora has a strong market share in the beauty retail sector, driven by its curated product selection and experiential retail concept.
Market Dynamics
Industry Overview
The luxury goods market is driven by global economic growth, consumer confidence, and tourism. The market is highly competitive, with established players and emerging brands vying for market share. Key trends include digital transformation, increased focus on sustainability, and the rise of the Millennial and Gen Z consumer.
Positioning
LVMH is the world's leading luxury goods conglomerate, with a diversified portfolio of prestigious brands. Its competitive advantages include brand heritage, strong distribution network, and expertise in product innovation and marketing.
Total Addressable Market (TAM)
The global luxury goods market is estimated to be worth hundreds of billions of dollars. LVMH is positioned to capture a significant portion of this market with its diversified portfolio and strong brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Financial strength
- Expertise in product innovation
- Experienced management team
Weaknesses
- Exposure to economic cycles
- Dependence on key brands
- Potential for brand dilution
- Complexity of managing a large conglomerate
Opportunities
- Growth in emerging markets
- Expansion of e-commerce
- Strategic acquisitions
- Increased demand for sustainable products
- Digital transformation initiatives
Threats
- Economic downturns
- Changing consumer preferences
- Increased competition
- Geopolitical risks
- Currency fluctuations
Competitors and Market Share
Key Competitors
- KER.PA (Kering)
- RMS.PA (Hermu00e8s)
- CFR.SW (Richemont)
- ULTA (Ulta Beauty)
- EL (Estee Lauder)
Competitive Landscape
LVMH benefits from its diversified brand portfolio and strong global presence, but faces intense competition from other luxury goods conglomerates. Competitors focus on different market segments and have varying strengths in brand recognition and distribution.
Major Acquisitions
Tiffany & Co.
- Year: 2021
- Acquisition Price (USD millions): 15800
- Strategic Rationale: Enhanced LVMH's position in the jewelry market and provided access to a wider customer base.
Growth Trajectory and Initiatives
Historical Growth: LVMHF is an over-the-counter traded stock, financial information will reference the parent company LVMH (MC.PA). Historical growth for LVMH (MC.PA) would need to be actively pulled from their financial reports. General financial data requires timely data pulls that can not be performed at this time.
Future Projections: LVMHF is an over-the-counter traded stock, financial information will reference the parent company LVMH (MC.PA). Future projections for LVMH (MC.PA) would need to be actively pulled from analyst reports. General financial data requires timely data pulls that can not be performed at this time.
Recent Initiatives: LVMH is focusing on digital transformation, sustainability, and expanding its presence in emerging markets. Recent initiatives include investments in e-commerce platforms, partnerships with sustainable suppliers, and the opening of new stores in Asia.
Summary
LVMH is a strong company with a diversified portfolio of luxury brands and a global presence. The company's strong brand recognition, distribution network, and expertise in product innovation provide it with a competitive advantage. LVMH needs to be mindful of economic cycles, changing consumer preferences, and geopolitical risks, however its diversification is a strength in these scenarios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Industry analysis reports
- Financial news articles
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hennessy Ad
Exchange NASDAQ | Headquaters Novato, CA, United States | ||
IPO Launch date 2002-10-15 | Chairman & CEO Mr. Neil Joseph Hennessy | ||
Sector Financial Services | Industry Asset Management | Full time employees 17 | Website https://www.hennessyadvisors.com |
Full time employees 17 | Website https://www.hennessyadvisors.com | ||
Hennessy Advisors, Inc. is an employee owned investment manager. It provides its services to Hennessy Funds and investment companies. The firm launches and manages equity, fixed income, and balanced mutual funds. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth stocks of companies. It conducts in-house research to make its investments. Hennessy Advisors, Inc. was founded in 1989 and is based in Novato, California with additional offices in Boston, Massachusetts and Chapel Hill, North Carolina.
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