)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Fossil Group (FOSL) investor relations material
Fossil Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Q2 2025 delivered positive operating income and margin improvement, with net sales down 15.2% to $220.4M due to category softness, exit from smartwatches, and store closures.
Gross margin expanded to 57.5%, aided by sourcing benefits, category exit, and lower freight costs, partially offset by tariffs.
Operating expenses fell 30.8% year-over-year, reflecting cost reductions, restructuring, and gains from asset sales.
Announced a comprehensive refinancing plan, including a new $150M credit facility and debt exchange agreement, to strengthen the balance sheet and increase liquidity.
Built a world-class leadership team and launched new brand and marketing initiatives, including collaborations and a global brand ambassador.
Financial highlights
Q2 net sales were $220.4M, down 15.2% year-over-year; gross profit margin improved to 57.5% from 52.6%.
Operating income was $8.5M versus a $34M loss a year ago; adjusted operating income reached $4M, with a 1.7% margin.
Adjusted EBITDA for Q2 was $7M (3.2% of net sales), up from negative $11.7M in Q2 2024.
Net loss narrowed to $2.3M ($0.04/share) from $38.8M ($0.73/share) year-over-year; adjusted net loss was $5.6M ($0.10/share).
Ended quarter with $110M in cash and cash equivalents; inventory down 12% year-over-year to $178M.
Outlook and guidance
Raised full-year 2025 guidance: net sales expected to decline in the mid-teens, with a $40–45M impact from store closures.
Adjusted operating margin now expected to be breakeven to slightly positive, up from prior negative low single digits.
Gross margins expected in the mid to upper 50s for the full year.
SG&A cost savings of ~$100M targeted for 2025, with further store closures and asset divestitures planned.
Guidance excludes impacts from foreign currency and potential asset sales.
Elaborate on strategies mitigating tariff impacts.
Discuss initiatives driving wholesale channel resilience.
Explain the impact of royalty shortfalls on gross margin.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Fossil Group earnings date
Q3 20256 Nov, 2025
Next Fossil Group earnings date
Q3 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Watches and Consumer Fashion
Fossil Group, Inc. is an American company with global operations that specializes in consumer fashion accessories. The company's primary focus is on designing, marketing, and distributing a broad range of products including watches, jewelry, and leather goods. Fossil has a diverse portfolio within consumer fashion, featuring both brands owned by the company itself, as well as licensed brand names. The company is headquartered in Richardson, Texas, and its shares are listed on the Nasdaq.
Importing Fashion Watches
Fossil was founded in 1984 by Tom Kartsotis with the initial concept of importing moderately priced fashion watches from Asia to the United States. The company's first watch, the "Fossil", was introduced in 1985. Fossil's international expansion began earnestly in the 1990s, with the company opening subsidiaries in Germany and the UK, followed by other countries. This expansion was not just in geography, but also in product range, with the company moving into clothing and other accessories on a global scale.
A significant part of Fossil's growth strategy involved licensing agreements with other fashion brands. Fossil has designed, manufactured, and distributed watches for a variety of brands under license agreements, including a number of large international fashion houses.
What Time is It?
in the watch sector, Fossil's strategy involves both the production of its own branded watches and a robust licensing operation. The company designs, manufactures, and distributes watches under its brand name, Fossil. Additionally, the company’s portfolio extends to other brands, which target a different market segment with differing styles and price ranges. A significant aspect of Fossil's watch business is its partnerships with high-profile fashion brands. The company holds licensing agreements to create watches for several notable brands, including Michael Kors, Emporio Armani, and Diesel. Other large and publicly traded watch companies are Swatch Group and Movado Group.
Not Just Watches
A significant part of their business includes fashion accessories such as handbags, wallets, and jewelry. These products often mirror the vintage and classic aesthetic that Fossil is known for in its watches, maintaining a consistent brand identity across different product lines. Additionally, Fossil has ventured into the leather goods sector, offering a range of belts, bags, and small leather accessories. The company also has a footprint in the wearable technology market through its smartwatches and fitness trackers.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage