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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Fossil Group
Fossil Group (FOSL) investor relations material
Fossil Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Nov, 2026
Executive summary
Q3 net sales were $271.2M, up 0.4% reported and 2.0% in constant currency; operating income was $25.3M versus a $21.7M loss a year earlier.
Strong year-to-date performance and business momentum prompted higher FY26 sales and adjusted operating margin guidance.
Financial highlights
Gross profit increased to $162.3M from $132.4M; gross margin expanded to 59.8% from 49.0%.
Adjusted operating income was $28.4M, or $30.2M in constant currency; adjusted diluted EPS was $0.23.
Net income was $11.7M, or $0.19 diluted EPS, versus a $39.9M net loss; Adjusted EBITDA was $36.7M, or 13.5% of sales.
SG&A fell 8.8% to $133.9M; restructuring expense was $2.9M versus $6.8M a year earlier.
YTD sales declined 2.5% to $705.7M, while operating income turned positive at $40.6M and Adjusted EBITDA was $59.8M.
Outlook and guidance
FY26 sales guidance increased to $980M–$990M from $955M–$975M; adjusted operating margin guidance rose to 5.5%–6.5% from 4%–6%.
Positive FY26 free cash flow, reported net income and EPS are expected; full-year gross margin is expected in the upper 50s.
Q4 SG&A rate is expected in the low 50s as demand-generation investment continues; implied Q4 guidance includes a ~$10M wholesale shipment shift from Q4 to Q3.
FY26 capital expenditures are expected to be $9.0M; Turnaround Plan charges are expected to be $10M as the plan is completed.
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Latest events from Fossil Group
- Shareholders will vote virtually on directors, compensation, incentive plan, and auditor ratification.FOSL
Proxy filing - Proxy covers director elections, executive pay, equity plan amendment, and auditor ratification.FOSLProxy filing
- Gross margin rose to 62.4% as adjusted operating income doubled year-over-year.FOSLQ2 2026
- Net sales fell 3.6% but operating income rose to $12M as restructuring and tariff refunds boosted results.FOSLQ1 2026
- Improved profitability in 2025 with margin gains and cost reductions, targeting growth by 2026.FOSLInvestor presentation
- Margins rose and losses narrowed in 2025, with sales growth expected in late 2026.FOSLQ4 2025
- Q3 sales dropped 16.4% but gross margin rose to 49.4% as restructuring narrowed losses.FOSLQ3 2024
- Q2 sales dropped 19% but gross margin rose to 52.6% as restructuring accelerated.FOSLQ2 2024
- Q4 sales fell 18–19% but gross margin and adjusted profit improved as turnaround advanced.FOSLQ4 2024
Next Fossil Group earnings date
Q4 202610 Mar, 2027
Fossil Group
Next Fossil Group earnings date
Q4 202610 Mar, 2027
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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.