Le Slip Francais
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Le Slip Francais (ALLSF) investor relations material

Le Slip Francais Q2 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 TU earnings summary28 Jul, 2026

Executive summary

  • Revenue reached €9.1M in H1 2026, up 3% year-over-year at comparable scope.

  • Digital channel sales grew 16%, now accounting for 88% of total revenue.

  • Over 62,000 new customers acquired in H1 2026, a 39% increase year-over-year.

  • 508,000 pieces produced, up 40% from H1 2025.

  • All commercial, operational, and financial objectives from IPO reaffirmed.

Financial highlights

  • Digital sales: €7.999M (+16% YoY), boutiques: €383K (+4% YoY), B2B/retailers: €525K (-63% YoY), white label: €155K (+77% YoY).

  • Digital now represents 88% of revenue, up from 79% in H1 2025.

  • Revenue from B2B/retailers dropped from 16% to 6% of total.

  • White label business increased to 2% of revenue.

Outlook and guidance

  • Targets doubling 2025 revenue by 2030.

  • Aims for operating margin above 10% within 3–5 years.

  • Plans to add 3 new industrial units and 5 new product categories by 2030.

Retail network reduction vs digital margin gains
Growth outlook for Made in France as a service
Path to 10% EBIT margin given digital dominance
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