Sign in

You're signed outSign in or to get full access.

Bunmi Kanabar

Research Analyst at Jefferies

Bhumi Kanabar is an Equity Research Associate at Jefferies, specializing in the Retailing General sector with a focus on pan-European luxury and general retail. She contributes to coverage under senior analysts, supporting research on consumer retail companies, though specific company names and performance metrics such as success rates or returns are not publicly detailed. Kanabar joined Jefferies in August 2022 after reading Economics & Management at the University of St Andrews and interning in the Luxury team in 2021, marking the start of her professional career in equity research. No specific professional credentials like FINRA registrations are listed in available sources.

Bunmi Kanabar's questions to Ermenegildo Zegna (ZGN) leadership

Question · Q4 2025

Bunmi Kanabar from Jefferies asked to quantify the contribution of the Dubai Salotto and Villa Zegna Milan activations to Q4 organic growth. She also questioned if the Zegna segment margin could exceed 14-15% given the operating leverage from Q3 and Q4.

Answer

Gildo Zegna, Executive Chairman, clarified that Villa Zegna did not impact Q4 but is a long-term project focused on personalization and high-end products, with Milan and Dubai being very successful. Gianluca Ambrogio Tagliabue, COO, reiterated that the group EBIT consensus for 2025 is reasonable before Saks accruals, acknowledging a positive impact from Zegna DTC.

Ask follow-up questions

Fintool

Fintool can predict Ermenegildo Zegna logo ZGN's earnings beat/miss a week before the call

Question · Q4 2025

Bunmi Kanabar asked for a quantification of the organic growth contribution from the Dubai Salotto and Villa Zegna Milan initiatives in Q4. She also inquired about the company's satisfaction with the full-year EBIT consensus, specifically whether the Zegna segment's 13.9% margin could exceed 14% or approach 15% given operating leverage.

Answer

Paola Durante, Chief of External Relations, clarified that Villa Zegna did not impact Q4 results. Gianluca Ambrogio Tagliabue, COO of Ermenegildo Zegna, confirmed the group EBIT consensus for 2025 as reasonable before Saks accruals, expecting a positive impact on Zegna DTC numbers. Gildo Zegna, Executive Chairman, emphasized that Villa Zegna is a long-term project focused on personalization, high-end products, and unique customer experiences, with Milan and Dubai being highly successful, and the concept will continue to be leveraged.

Ask follow-up questions

Fintool

Fintool can write a report on Ermenegildo Zegna logo ZGN's next earnings in your company's style and formatting