Axel Dumas
4 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 20, 2024 by David Rosenthal · said 30 times in 1 episodes since 2024 · across every show →
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brought up most by David Rosenthal (23), Ben Gilbert (7)
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2024 30 mentions in 1 episode
Everything said about Axel Dumas, oldest first
Feb 20, 2024 neutral
Hermès' 15% annual revenue growth is driven equally by volume and price.
“Revenue's grown, 15% compounded annually since Excel took over in 2013. They've increased production seven percent per year. That's their stated goal. So if you say like, okay, of the 15% revenue growth, take out the seven percent production growth, that leave…”
Feb 20, 2024 neutral
Feb 20, 2024 neutral
Hermès divides net income roughly equally into dividends, CapEx, and cash.
“Well, I thought one fascinating thing was Excel saying that with the, ah, 4.3 billion in net income that they do, they always split it roughly the same way. One third to the dividend, one third gets reinvested in CapEx, and one third in cash.”
Feb 20, 2024 positive
Hermès’s CEO and artistic director apprenticed for five years as teenagers.
“So Axel Dumas and Pierre-Alexis Dumas, who are the two descendants of Hermes, the sixth generation, that are running the company today. Axel is the CEO and Pierre-Alexis is the artistic director. They apprenticed in the business. When they were teenagers, for …”