Remy Cointreau Sa · EURONEXT:RCO
Remy Cointreau Sa — Remy Cointreau Sa Ord — Q2 2026 Earnings Presentation
15 slides from Remy Cointreau Sa's earnings presentation, Nov 27, 2025
Slide 1: Rémy Cointreau 2025-26 H1 Sales
REMY COINTREAU 2025-26 H1 Sales Luca Marotta, CFO October 30, 2025
Slide 2: Q2 2025-26 sales - As expected, the low point of the year
Q2 2025-26 sales - As expected, the low point of the year H1 2025-26 ORGANIC* SALES GROWTH -4.2% Yoy H1 2025-26 ORGANIC SALES GROWTH BY REGION H1 2025-26 VALUE DEPLETIONS BY REGION FY 2025-26 LOWERED GUIDANCE © Q2 sales down -11.0% in organic terms, reflecting: o Adverse phasing effects in a still c
Slide 3: Q2 2025-26 Marketing Highlights: Louis XIII Art de la Table
Q2 2025-26 Marketing Highlights Extending the Louis XIII universe through Art de la Table KOLUMES 2001 Created in partnership with the French porcelain house J.L. Coquet; designed and crafted by over forty artisans
Slide 4: Q2 2025-26 Marketing Highlights: Cointreau ready-to-serve Spritz
Q2 2025-26 Marketing Highlights ie Cointreau launches its first Ready-to-serve Spritz
Slide 5: Q2 2025-26 Marketing Highlights: Driving engagement amid a soft MAF
Q2 2025-26 Marketing Highlights Driving engagement amid a soft MAF environment - Hi RM CLUB 40TH ANNIVERSARY, MAF CAMPAIGN RM XO ANISH KAPOOR, MAF CAMPAIGN
Slide 6: H1 2025-26 - Group Sales Bridge
H1 2025-26 - Group Sales Bridge Reported: -8.3% 4.2% 41% Price-Mix: -6.6% Volume: +2.4% H1 2024-25 Organic Currency H1 2025-26
Slide 7: Regional performance: Americas, APAC, EMEA
MSD % sales growth in Q2, driven by robust Sales were down by approx. -25% in Q2, impacted by Sales down by Mid-to-HSD %, impacted by Germany performance in cognac linked tighter market conditions (stricter discipline and austerity and Greece; good dynamics in Czechia and Poland; to a low base of co
Slide 8: Mainland China and Asia-Pacific performance
Mainland China was down by approx. -25% in Q2 (down by mid-teens in H1 YoY but up >+60% vs H1 19-20), affected by tighter market conditions (stricter discipline and austerity measures) which do not allow consumer confidence to recover quickly; unfavorable calendar effects from a late MAF weighed on
Slide 9: North America, Latin America and EMEA
North America: o Sales down by MSD % in Q2, affected by adverse phasing in Q2, following a very dynamic Q1 (sales up HSD % in H1); key brands Cointreau and The Botanist both delivered a solid performance over H1, supported by resilient depletions, the success of their latest campaigns, and the recen
Slide 10: Lowered 2025-26 guidance
Lowered 2025-26 guidance » ORGANIC COP INCLUDING TARIFFS > To decline between low double-digits % and mid-teens %, incl. tariffs (vs. mid-single-digit % decrease previously) Total net impact of tariffs of €25m vs. € 30m previously TARIFFS » (of which €20m in the US and €5m in China previously) X 7 >
Slide 11: Appendices
) {LLE BE DE BRILLET Appendices
Slide 12: Quarterly sales by division
Quarterly sales by division In €m Q1 25/26 Q1 24/25 Reported % Organic % Cognac 131.3 135.5 -3.1% +1.3% Liqueurs & Spirits 86.2 75.8 +13.6% +17.3% Subtotal: Group Brands 217.5 2113 +2.9% +7.0% Partner Brands 33 57 -41.6% -417% Total 220.8 217.0 +1.8% +5.7% In €m Q2 25/26 Q2 24/25 Reported % Organic
Slide 13: Key currency impacts on H1 2025-26 sales
Key currency impacts on H1 2025-26 sales Total currency impact: -€21.7m 7 79 -13 CHF Other currencies CAD CNY USD (In €m) 01 13
Slide 14: Upcoming Financial publications
Upcoming Financial publications Nov. 27,2025 2025-26 H1 Results 2025-26 Q3 Sales Jan. 29, 2026
Slide 15: Q&A
Remy Cointreau Sa Ord — Q2 2026 Earnings Presentation on 6ix