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Flavio Cereda

Flavio Cereda

Research Analyst at GAM

United Kingdom

Flavio Cereda is Investment Director at GAM, specializing in global luxury brands, where he manages and co-manages the firm's Luxury Brands investment strategy. He covers leading luxury companies, leveraging his sector expertise developed as Head of Luxury Goods Research at Jefferies International between 2017 and 2023, after previously serving as Managing Director of EMEA Equity Research at Bank of America Merrill Lynch for eleven years and Director of Research at Lazard Capital Markets for five years. Cereda is recognized for deep knowledge of luxury supply chains and brand dynamics, and brings a strong academic background with an MSc from the London School of Economics & Political Science. While specific performance metrics and professional registrations are not publicly listed, he is widely regarded for delivering premium insight and successful investment ideas in luxury equities over his multi-decade career.

Flavio Cereda's questions to Ferrari (RACE) leadership

Question · Q3 2025

Flavio Cereda questioned Ferrari's pricing power outlook towards 2030, asking if it's nearing its peak or if there's still room for growth.

Answer

Benedetto Vigna (CEO) affirmed that pricing power is not at an end. He expressed confidence that continuous innovation, which enriches products and delights clients, will sustain and enhance Ferrari's pricing power, rather than simply increasing prices for existing models.

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Fintool can predict Ferrari logo RACE's earnings beat/miss a week before the call

Question · Q3 2025

Flavio Cereda asked about Ferrari's pricing power in the context of top-line growth projections to 2030, questioning if it's nearing its end or if there's further potential.

Answer

CEO Benedetto Vigna affirmed that Ferrari's pricing power is not at an end. He expressed confidence that ongoing innovation will continue to delight clients, allowing Ferrari to offer richer, more innovative products rather than simply increasing prices on existing ones, supported by R&D investments.

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Fintool can write a report on Ferrari logo RACE's next earnings in your company's style and formatting

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