contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


marimekko-anniversary-year-turning-earnings-party

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Petri Kajaani

Marimekko is a textile and clothing company. The range includes clothing, bags, accessories and household items ranging from upholstery fabrics to porcelain. The products are sold through physical stores under the company's brand throughout the global market, primarily in Europe, North America and Asia. Marimekko was founded in 1951 and is headquartered in Helsinki.

DNB Carnegie upgraded Marimekko to Buy, from Hold. Target price remains EUR 14.50.

Shareholders propose that Jean-Baptiste Debains and Antoinette Louis be elected as new members of the Board. Of the current board members, Carol Chen and Tomoki Takebayashi have announced that they are not available for re-election. Debains has served a total of more than twenty years in executive positions at luxury fashion companies such as Dior, Fendi, and Louis Vuitton. Louis is a consultant specializing in the luxury business and has also worked in executive positions at companies including Hermès.

The eye-slanting controversy – Marimekko seemed to stay silent throughout the entire episode, even though Asia is an important market. Many other brands, such as Finnair, came forward and lamented the damage to Finland’s country image. In my opinion, a wise choice by Marimekko, or is Marimekko perhaps not identified that strongly as Finnish globally after all? It would be interesting to get follow-up studies and assessments from other investors on what the price of the “mockery” was/is for different brands. Or is the market’s memory short even when it comes to national images? The Moomins apparently escaped with just a scare.

Tiina Alahuhta-Kasko was talking about Marimekko as an investment target at the Investor 2025 event.                    Inderes              Marimekko sijoituskohteena | Sijoittaja 2025 - Inderes    Aika: 28.11.2025 klo 14.23 Marimekon toimitusjohtaja Tiina Alahuhta-Kasko kertoo yhtiön liiketoiminnasta Sijoittaja 2025 -tapahtumassa.

Spotted from Kauppalehti: Quite positive development from Asia regarding LVMH, meaning the market is improving:   Although the companies do not operate in exactly the same markets, it still gives an indication that the Asian market is moving in a better direction.

A fair critical write-up. I’ll address brand sales, in case it’s not clear to everyone. It refers to the value of all Marimekko products’ retail sales. Now that license revenues are clearly down this year (and zero in Asia), that figure will decrease. For Marimekko, relatively small license sales have still meant significant brand sales, so the development is logical in itself, and if one believes the drop in license sales to be temporary/random fluctuation, then it doesn’t matter that much. I myself have never really followed that metric; the company fell into a somewhat typical trap here, where the development of brand sales was advertised when it was better than revenue, and now that it’s in the negative, it doesn’t matter as much.

Almanakka has written their thoughts on Marimekko right after Q3.   I haven’t commented on brand sales yet or noticed them in the report. In the presentation, a few seconds and exactly one sentence were spent going through this slide. “Our brand sales in the first 9 months amounted to 286.9 million.” No comments, no additional color, no mention that YTD we are -7%. Next slide. I don’t like this kind of communication. Bad things are forcibly colored good, and then when bad things are shown, no time is spent going through them. Marimekko’s brand sales, which indicate the brand’s attractiveness, are indeed -7% during the first three quarters. In Asia, -26%. What the heck. Please tell us a bit why the brand isn’t appealing, especially in Asia. Hopefully, this will be questioned in the Q&A. The lowered outlook for Asia is, as usual, not really elaborated on. Consumers are cautious in China, and licensing revenues are not coming in. What about all those new stores and markets? Can’t they really clearly compensate for the missing revenue from those two? Licensing revenue in Asia in 2024 was just under 2 million euros, or 5% of Asia’s revenue.                    Sijoitustieto.fi              Marimekko Q3/25: Strategian toteutus heikkoa    Miten asiat ovat kehittyneet edellisestä päivityksestä? Osake on pysytellyt suht samoilla tasoilla, kuin edellisessä päivityksessäni. Ja niin on liiketoimintakin. Kasvua saatiin tällä neljänneksellä 8 %, mutta viimeisen 12kk ikkunassa vain reilu 5 %....

Marimekko

Marimekko’s Q1 clearly exceeded the comparison period and market expectations. Last week, the company raised its 2021 guidance, which together with the strong Q1 resulted in us raising our 2021...

<p>Marimekko’s Q1 clearly exceeded the comparison period and market expectations. Last week, the company raised its 2021 guidance, which together with the strong Q1 resulted in us raising our 2021 operating profit estimate by 14%. The Marimekko brand is attractive to consumers and the company has been able to raise its competitiveness to an excellent level. Q1 was very promising, and we expect the company to generate its strongest result ever in honor of its 70th anniversary. </p> 

	2020	21e	22e
Revenue	123.6	142.9	155.5
growth-%	-1.5 %	15.7 %	8.8 %
EBIT (adj.)	20.2	23.6	23.0
EBIT-% (adj.)	16.3 %	16.5 %	14.8 %
EPS (adj.)	0.36	0.45	0.44
Dividend	0.20	0.32	0.32
Dividend %	2.2 %	2.5 %	2.5 %
P/E (adj.)	25.3	28.6	29.5
EV/EBITDA	11.5	14.3	14.0

Marimekko: Anniversary year turning into an earnings party

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Key Estimate Figures21.05.2021

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