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Samsonite Group (1910) investor relations material
Samsonite 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
Net sales for the first half of 2025 were $1,661.7 million, down 6.0% year-over-year (5.2% on a constant currency basis), reflecting normalization after post-pandemic growth and softer consumer sentiment amid macroeconomic and geopolitical uncertainty.
Gross margin remained robust at 59.2%, down 100 basis points from the prior year, supported by higher DTC contribution but impacted by less favorable geographic mix and promotional initiatives.
Adjusted EBITDA was $268.7 million (16.2% margin), down 19.4% year-over-year, with adjusted net income at $123.4 million, a 29.1% decrease.
DTC channel showed resilience, declining only 1.6% and rising to 39.6% of net sales, while wholesale declined 7.4% due to cautious purchasing.
Strategic investments in DTC, product innovation, and marketing, along with ongoing focus on brand elevation and sustainability, support long-term growth.
Financial highlights
Net sales: $1,661.7 million (down 6.0% year-over-year; -5.2% constant currency); Q2 2025 net sales: $865 million (down 5.8%).
Gross profit: $983.8 million (down 7.6%); gross margin: 59.2% (down 100 bps year-over-year).
Adjusted EBITDA: $268.7 million (16.2% margin, down from 18.9%); operating profit: $238.4 million (down 24.2%).
Adjusted net income: $123.4 million (down 29.1%); adjusted free cash flow: $11.5 million (down from $81.6 million), impacted by higher inventory.
Liquidity: $1.4 billion as of June 30, 2025; net debt: $1,161.8 million.
Outlook and guidance
Near-term demand remains uncertain due to macroeconomic and geopolitical headwinds, shifting trade policies, and muted consumer sentiment.
Sequential net sales improvement is possible in Q3 2025 versus Q2, with travel growth and easier comps, but visibility remains low.
No specific full-year guidance provided, but long-term outlook remains positive, supported by investments in product, brand, and channel expansion.
Preparations for a potential dual US listing are ongoing, pending improved market conditions.
Tariff clarity expected to help, with further price increases and supply chain adjustments under evaluation.
Assess impact of new US tariff rates.
Explain the decline in American Tourister sales.
What is the status of US dual listing?
Elaborate on American Tourister's strategy.
Detail tariff mitigation's impact on GP.
Discuss TUMI's store expansion priorities.
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Next Samsonite Group earnings date
Q3 202512 Nov, 2025
Next Samsonite Group earnings date
Q3 202512 Nov, 2025
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Frequently asked questions
Samsonite International S.A. is a global luggage manufacturer and retailer, known for its wide range of travel bags, luggage, and accessories. Founded in 1910 by Jesse Shwayder, Samsonite has established itself as a leading brand in the luggage industry, emphasizing durability, functionality, and innovation in its products. The company's product lineup includes suitcases, backpacks, travel accessories, and business cases, catering to the needs of travelers and professionals alike. Over the years, Samsonite has expanded its brand portfolio to include other names like Tumi, American Tourister, High Sierra, and Hartmann, diversifying its offerings to suit various market segments and consumer preferences. Samsonite International S.A. is headquartered in Luxembourg, and its shares are listed on the Hong Kong Stock Exchange.
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