Lagardere S.A. (LGDDF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Lagardere S.A. (LGDDF) trades at $20.33 with AI Score 48/100 (Grade C). Lagardere S. A. operates in content publishing and travel retail. Market cap: $2.90B, Sector: Consumer cyclical.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for LGDDF: LGDDF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates LGDDF against Consumer Cyclical peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
LGDDF: the 1 perspectives are evenly split.
How is this calculated? →Lagardere S.A. (LGDDF) Consumer Business Overview
Lagardere S.A., founded in 1826 and headquartered in Paris, operates in content publishing and travel retail. With a significant presence in transit hubs through its Travel Retail division and a diverse publishing portfolio, Lagardere leverages its established brand and global reach within the consumer cyclical sector.
What Is the Investment Thesis for LGDDF?
Lagardere S.A. presents a mixed investment thesis. The company's diversified revenue streams from publishing and travel retail provide stability, evidenced by its €$2.90B market capitalization and a dividend yield of 3.78%. The P/E ratio of 12.32 suggests a reasonable valuation compared to peers. However, the company's profit margin of 2.2% indicates potential challenges in profitability. Growth catalysts include expansion in emerging markets and increased demand for digital content. Potential risks include economic downturns affecting travel retail and increased competition in the publishing industry. Investors should monitor the company's ability to improve profitability and capitalize on growth opportunities within the next 2-3 years.
Based on FMP financials and quantitative analysis
LGDDF Key Highlights
- Market Cap of $2.90B indicates a significant presence in the consumer cyclical sector.
- P/E ratio of 12.32 suggests a potentially undervalued stock compared to industry averages.
- Dividend Yield of 3.78% offers an attractive income stream for investors.
- Gross Margin of 23.6% reflects the company's ability to manage production and distribution costs.
- The Lagardère Travel Retail division operated 2,928 stores as of December 31, 2021, demonstrating a substantial retail footprint.
Who Are LGDDF's Competitors?
LGDDF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BRBOY Brembo S.p.A. | $12.00 | -7.69% | $3.88B | 50 |
| BVILY Breville Group Limited | $28.87 | +51.68% | $4.18B | 51 |
| FGETF Flight Centre Travel Group Limited | $8.59 | +0.00% | $1.77B | 48 |
| INREF InRetail Perú Corp. | $26.84 | +0.00% | $2.85B | 51 |
| LRENY Lojas Renner S.A. | $3.11 | -11.14% | $3.15B | 50 |
| KHOB Kheoba Corp. | $2.50 | +0.00% | $20.23M | 63 |
| MMYT MakeMyTrip Limited | $58.27 | +0.14% | $5.53B | 62 |
| SABR Sabre Corporation | $2.09 | -1.42% | $826.20M | 61 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LGDDF's Key Strengths?
- Diversified business model with operations in publishing and travel retail.
- Strong brand recognition and long-standing history.
- Extensive retail network in key transit hubs.
- Strategic partnerships with major brands and retailers.
What Are LGDDF's Weaknesses?
- Relatively low profit margin compared to industry peers.
- Exposure to economic cycles and tourism trends.
- Dependence on physical retail locations in a digital age.
- Potential challenges in integrating digital and traditional publishing.
What Could Drive LGDDF Stock Higher?
- Expansion into new emerging markets for Travel Retail, targeting increased revenue by Q4 2026.
- Digital transformation initiatives within Lagardère Publishing, expected to drive higher e-book sales and subscriptions.
- Strategic partnerships with airlines and hotel chains to enhance Travel Retail's presence in key transit hubs.
- Launch of new exclusive product lines in Travel Retail, targeting affluent travelers by Q3 2026.
- Implementation of AI-driven personalization in retail operations to improve customer experience and drive sales.
What Are the Key Risks for LGDDF?
- Economic downturns could significantly impact travel spending and retail sales.
- Increased competition from online retailers and digital content providers could erode market share.
- Geopolitical instability and travel restrictions could disrupt travel retail operations.
- Fluctuations in currency exchange rates could impact financial performance.
- Supply chain disruptions and rising input costs could affect profitability.
What Are the Growth Opportunities for LGDDF?
- Expansion in Emerging Markets: Lagardere can leverage its travel retail division to expand into emerging markets, capitalizing on the increasing disposable income and travel rates in these regions. The global travel retail market is projected to reach $125 billion by 2028, offering substantial growth potential. Timeline: 3-5 years. Competitive advantage: Established brand and existing infrastructure.
- Digital Content Growth: Lagardere Publishing can further invest in digital content and e-publishing to cater to changing consumer preferences. The e-learning market is expected to reach $325 billion by 2025, presenting a significant opportunity. Timeline: 2-3 years. Competitive advantage: Existing content library and distribution channels.
- Strategic Partnerships: Forming strategic partnerships with airlines, hotels, and other travel-related businesses can enhance Lagardere's travel retail operations. These partnerships can drive traffic to its stores and increase sales. Timeline: 1-2 years. Competitive advantage: Established relationships and brand reputation.
- Diversification of Product Offerings: Lagardere Travel Retail can diversify its product offerings to include more exclusive and high-margin items, catering to affluent travelers. This can improve profitability and attract a wider customer base. Timeline: 2-3 years. Competitive advantage: Existing retail network and customer insights.
- Technological Innovation: Implementing advanced technologies such as AI and data analytics can optimize Lagardere's operations and enhance customer experience. This includes personalized recommendations, inventory management, and targeted marketing. Timeline: Ongoing. Competitive advantage: Access to data and resources for technological development.
What Opportunities Does LGDDF Have?
- Expansion in emerging markets with growing travel rates.
- Increased investment in digital content and e-publishing.
- Strategic partnerships to enhance travel retail operations.
- Diversification of product offerings in travel retail.
What Threats Does LGDDF Face?
- Economic downturns affecting travel and retail spending.
- Increased competition from online retailers and digital content providers.
- Changing consumer preferences and technological disruptions.
- Geopolitical risks and travel restrictions.
What Are LGDDF's Competitive Advantages?
- Established Brand: Lagardère has a long-standing history and a well-recognized brand in publishing and travel retail.
- Extensive Retail Network: The company operates a large network of retail stores in key transit hubs.
- Diversified Revenue Streams: Lagardère generates revenue from multiple sources, including publishing, travel retail, and partnerships.
- Strategic Partnerships: The company has established partnerships with major brands and retailers.
What Does LGDDF Do?
Lagardere S.A., established in 1826 and headquartered in Paris, France, operates as a global content publishing, production, broadcasting, and distribution company. The company is structured into two primary divisions: Lagardère Publishing and Lagardère Travel Retail. Lagardère Publishing is involved in book publishing and e-publishing, covering education, general literature, illustrated books, partworks, dictionaries, youth works, mobile games, board games, and distribution in English, French, and Spanish. Lagardère Travel Retail focuses on retail activities within transit hubs and concessions, offering travel essentials, duty-free and fashion products, and food services. As of December 31, 2021, Lagardère Travel Retail operated 2,928 stores under international brands like Relay, Hubiz, Aelia Duty Free, and through partnerships with brands such as TripAdvisor, Fnac, Marks & Spencer, and Burger King. Formerly known as Lagardère SCA, the company rebranded to Lagardere SA in June 2021. Lagardere leverages its long-standing history and diversified business model to maintain a competitive position in the global consumer cyclical sector.
What Products and Services Does LGDDF Offer?
- Operates Lagardère Publishing, a major book and e-publishing house.
- Manages Lagardère Travel Retail, with stores in transit hubs.
- Offers travel essentials, duty-free goods, and fashion items in its retail locations.
- Provides food services in travel retail environments.
- Publishes educational materials, general literature, and illustrated books.
- Distributes content in English, French, and Spanish.
- Operates stores under international brands like Relay and Aelia Duty Free.
How Does LGDDF Make Money?
- Generates revenue through the sale of books, e-books, and related publishing products.
- Earns income from retail sales in travel retail locations.
- Derives revenue from food and beverage sales in transit hubs.
- Collects franchise fees and licensing revenue from partnerships with other brands.
What Industry Does LGDDF Operate In?
Lagardere S.A. operates within the consumer cyclical sector, specifically in the travel services and publishing industries. The travel retail market is influenced by global tourism trends and economic conditions, while the publishing industry is undergoing digital transformation. Lagardere competes with companies like BRBOY (WH Smith PLC) and BVILY (Dufry AG) in travel retail, and faces competition from digital content providers in publishing. The industry is characterized by evolving consumer preferences and technological advancements, requiring companies to adapt and innovate to maintain market share.
Who Are LGDDF's Key Customers?
- Travelers in airports, train stations, and other transit hubs.
- Readers of books, e-books, and other published content.
- Students and educators using educational materials.
- Retail partners and franchisees operating Lagardère stores.
FY2026 estForward Outlook
Wall Street analysts project Lagardere S.A. revenue of about $9.37B for fiscal 2026, with EPS near $2.00.
LGDDF Valuation & Market Position
With a $2.90B market cap, Lagardere S.A. sits in the mid-cap segment of the market. Relative to its peer group, LGDDF's quantitative score of 48/100 is roughly in line with the peer average of 50/100.
ROE 24%Key Financial Metrics
Return on equity for Lagardere S.A. stands at 24.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.1%, showing how much profit it generates from its asset base. LGDDF trades at a trailing price-to-earnings ratio of 13.55, below the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 37.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.79 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 7.4%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
Lagardere S.A.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.46 places it in the grey zone, a middle ground that warrants monitoring.
Company Profile
Lagardere S.A. operates in the Travel Services industry within the Consumer Cyclical sector. It is headquartered in Paris, FR. The company is led by CEO Arnaud Lagardere. LGDDF has traded publicly since 2010.
LGDDF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Diversified business model with operations in publishing and travel retail.
- Strong brand recognition and long-standing history.
- Extensive retail network in key transit hubs.
- Strategic partnerships with major brands and retailers.
Bear Case
- Relatively low profit margin compared to industry peers.
- Exposure to economic cycles and tourism trends.
- Dependence on physical retail locations in a digital age.
- Potential challenges in integrating digital and traditional publishing.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
LGDDF Latest News
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EU court backs regulators, hands Vivendi defeat in Lagardere antitrust case
reuters.com · Jun 3, 2026
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Lagardere SA (LGDDF) Shareholder/Analyst Call Transcript
seekingalpha.com · May 9, 2026
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Stocks That Hit 52-Week Lows On Thursday
· Feb 13, 2020
LGDDF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for LGDDF.
Price Targets
Wall Street price target analysis for LGDDF.
LGDDF MoonshotScore
What does this score mean?
The MoonshotScore rates LGDDF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Arnaud Lagardere
Chairman and Chief Executive Officer
Arnaud Lagardère has been the Chairman and Chief Executive Officer of Lagardère SA since 2003. He is the son of the company's founder, Jean-Luc Lagardère. Prior to his current role, he held various positions within the Lagardère Group, including serving as a board member and overseeing different divisions. He has been instrumental in shaping the company's strategic direction and expanding its global presence. He also has experience in media and communications.
Track Record: Under Arnaud Lagardère's leadership, Lagardère SA has undergone significant transformation, including the shift towards digital content and the expansion of its travel retail business. He has overseen key acquisitions and partnerships that have strengthened the company's market position. Despite challenges in the media landscape, he has focused on diversifying revenue streams and adapting to changing consumer preferences. He has managed 33,574 employees.
LGDDF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Lagardere S.A. (LGDDF) may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB, or major exchanges like NYSE or NASDAQ. Companies in this tier may have limited financial disclosure, making it more difficult for investors to assess their financial health and operational performance. This tier is often associated with higher risk and greater potential for volatility compared to companies listed on regulated exchanges.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Higher potential for fraud and manipulation.
- Lower liquidity and wider bid-ask spreads.
- Greater price volatility and risk of significant losses.
- Limited regulatory oversight and investor protection.
- Verify the company's financial statements and reporting practices.
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Review any available legal and regulatory filings.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor before making any investment decisions.
- The company has a long operating history, founded in 1826.
- Lagardere S.A. is a well-known brand in publishing and travel retail.
- The company has a significant number of employees (33,574).
- Lagardere S.A. has a market capitalization of $2.90B, suggesting a substantial enterprise.
- The company pays a dividend, indicating financial stability.
Lagardere S.A. Consumer Cyclical Stock: Key Questions Answered
What does Lagardere S.A. do?
Lagardere S.A. operates through two primary divisions: Lagardère Publishing and Lagardère Travel Retail. Lagardère Publishing is a major book and e-publishing house, distributing content in multiple languages. Lagardère Travel Retail operates retail stores in transit hubs, offering travel essentials, duty-free goods, fashion items, and food services. The company leverages its established brand and extensive retail network to serve travelers and readers globally, generating revenue through sales, franchise fees, and partnerships.
What are the main risks for LGDDF?
The main risks for Lagardere S.A. include economic downturns affecting travel spending and retail sales, increased competition from online retailers and digital content providers, and geopolitical instability disrupting travel retail operations. Fluctuations in currency exchange rates and supply chain disruptions also pose potential challenges. The company's reliance on physical retail locations and exposure to tourism trends make it vulnerable to external factors. Effective risk management and adaptation to changing market conditions are crucial for maintaining profitability and market share.
What are the key factors to evaluate for LGDDF?
Lagardere S.A. (LGDDF) holds an AI score of 48/100 (low). Not financial advice.
How frequently does LGDDF data refresh on this page?
LGDDF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven LGDDF's recent stock price performance?
Lagardere S.A. (LGDDF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified business model with operations in publishing and travel retail. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider LGDDF overvalued or undervalued right now?
Valuing Lagardere S.A. (LGDDF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying LGDDF?
Before investing in Lagardere S.A. (LGDDF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding LGDDF to a portfolio?
Key strength of Lagardere S.A. (LGDDF): Diversified business model with operations in publishing and travel retail. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC data may be less reliable than exchange-listed data.
- AI analysis pending, analyst consensus is not yet available.