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Lanvin Group Holdings (LANV) investor relations material
Lanvin Group Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Persistent global macroeconomic and geopolitical headwinds, sector softness, and creative transitions led to a 22% revenue decline in H1 2025, with St. John showing resilience in North America.
Strong cost discipline and retail footprint optimization delivered visible improvements in Q2, supporting operational resilience.
Strategic focus on long-term growth through new creative leadership, operational efficiency, and targeted marketing.
Financial highlights
H1 2025 revenue was €133 million, down 22% year-on-year, with DTC down 23% and wholesale down 22%.
Gross profit margin declined to 54%, mainly due to prior season inventory sell-through and product mix changes.
Contribution profit margin decreased by 7 percentage points; adjusted EBITDA margin fell by 14 percentage points to -38.9%.
Net loss for H1 2025 was €87 million, compared to €69 million in H1 2024.
Sequential improvement in Q2, with Lanvin and Sergio Rossi D2C revenue up 46% and 16% quarter-over-quarter.
Outlook and guidance
New creative leadership at Lanvin and Sergio Rossi expected to drive brand enhancement and growth in H2 2025.
Focus on cost efficiencies, marketing optimization, and brand investment to improve margins.
Anticipated launches and marketing campaigns for Lanvin and Sergio Rossi to inject renewed momentum.
Continued focus on disciplined working capital management and targeted marketing to boost traffic and conversion.
Ongoing market challenges expected in H2 2025, but strategic initiatives aim to optimize retail footprint and operational efficiency.
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