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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.
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.
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