Phase Space AI

Inter Parfums

IPAR · investment memo

Valuation margin
demonstrated − required CAGR
+4.4%
Required CAGR
6.7%
Demonstrated
11.1%
Terminal margin
17.5%
Exit multiple
14.0x
Company state
A

Risk & exit

Four distinct questions, one field each. A price is not a thesis: the trigger below forces a re-underwrite and freezes further purchases — it is never an automatic sell.

Risk trigger
12% below the memo price
$111.32
Forward E[R]
vs a 0% floor
+11.3%

A daily close below $111.32 triggers a mandatory re-underwrite and freezes further purchases. It is not an automatic sell unless a separate fundamental invalidation condition has been breached.

Thesis-invalidation conditions

Fundamental and falsifiable, never price-based. If one is satisfied the thesis is marked dead and the position is retained only by explicit decision.

Impairment case

Named cause: non-renewal of a top-four licence. The four largest brands — Jimmy Choo 17%, Coach 15%, Montblanc 15%, GUESS 12% — are 59% of sales and all four are licensed. GUESS runs to 2048 and Coach to 2031, both freshly renewed, so the near-term exposures are Jimmy Choo (2031) and Montblanc (2030). Neither is inside the horizon, which is why this is a downside case rather than a base case. The mechanism is real and has happened: Dunhill was discontinued in 2024 and the FY2025 10-K names it as the cause of the US revenue decline. Quantified: loss of Jimmy Choo at renewal removes 17% of reven

Documents

IPAR Catalyst Calendar IPAR Financial Model Notes IPAR Research IPAR Trade Construction IPAR Valuation