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Moncler
Moncler (MONC) investor relations material
Moncler H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary19 Feb, 2026
Executive summary
Consolidated revenues reached €3,132.1 million in FY2025, up 3% at constant exchange rates, with both Moncler and Stone Island contributing to growth despite a challenging environment.
EBIT was €913.4 million, with a margin of 29.2%, and net result was €626.7 million (20.0% margin), slightly down due to higher net financial expenses.
Net cash position improved to €1,458.0 million after €353.2 million in dividend payments.
Dividend of €1.40 per share proposed, payout ratio over 60%.
Leadership transition: Leo Rongone to become Group CEO in April 2026, with Remo Ruffini as Executive Chairman.
Financial highlights
FY2025 group revenues reached €3,132.1 million, up 1% YoY reported and 3% at constant FX; Q4 revenues up 7% YoY.
EBIT margin at 29.2%, slightly below last year’s 29.5%.
Free cash flow was €529 million, down from €587 million last year, impacted by FX and higher CapEx.
Net working capital at €303.6 million (9.7% of revenues), up from 8.2% due to higher inventories.
Net capital expenditures were €215.6 million (6.9% of revenues), reflecting investments in distribution and infrastructure.
Outlook and guidance
CapEx expected to return to 6% of revenue in 2026.
Price increases of 3% planned for both brands in 2026.
FX expected to impact 2026 top line by 4%, with a higher effect in Q1 (6%).
Gross margin expected to expand slightly, currently over 78%, with a theoretical cap at 80%.
Strategic focus on strengthening brands, omnichannel, and sustainability amid macroeconomic uncertainty.
Impact of higher financial expenses on net result?
Moncler's negative CSSG vs DTC growth?
Strategic intent of new Group CEO appointment?
Moncler EMEA revenue decline: Revitalization plan?
Rationale for increased raw material inventory
Stone Island Q4 outperformance drivers?
How will the new CEO role impact group strategy?
What is the future down raw material sourcing strategy?
What is the long-term US market growth strategy?
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Next Moncler earnings date
H1 202622 Jul, 2026
Moncler
Next Moncler earnings date
H1 202622 Jul, 2026
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Frequently asked questions
Luxury clothing since 1952
You have most certainly seen someone wear the iconic Moncler down jacket or any of their vests, accessories, and polo shirts. Moncler has its name and origins in a mountain village near Grenoble - Monestier-de-Clermont, where René Ramillon and André Vincent founded the company in 1952. Their renowned down jackets and garments were originally used to protect workers and expeditioners against the harshest climates.
In 2003, the almost-bankrupt Moncler was acquired by the Italian entrepreneur Remo Ruffini, who had worked as a creative consultant in its then-parent company since the turn of the millennium. Ruffini set out to transform the company and launched a strategy of globally expanding the jackets and garments originally known as ideal for tough expeditions into the luxury industry. This is in line with the shift the company made into the city in 1980, becoming the iconic garment of the new generation. And the brand continues to be built on heritage, uniqueness, quality, and innovation.
Equipping the Italian K2 expedition
Fun fact: In 1954, Moncler equipped the Italian expedition of K2 - the world’s second-highest mountain. A showcase of the quality and prestigious history of Moncler products. Today Moncler operates roughly 240 retail stores and 70 wholesale stores across the globe. The majority of its revenue stems from Direct To Consumer (DTC) sales, accounting for around 80 percent of the total revenue.
Their collections are divided into three parallel dimensions:
Moncler
Moncler Grenoble
Moncler Genius
Moncler are innovating and creating products for the sporty and Aprés-Ski customers, as well as bringing together different interpretations of the brand under the same roof. Since 2020, the very popular Stone Island brand is also a part of Moncler.
Moncler has increased its revenue from €580 million to €2.3 billion in the last ten years, with gross margins and ROIC averaging over 75 percent and 27 percent, respectively, during the same period.
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