Fossil Group (FOSL) Investor presentation summary

Company overview and brand portfolio

• Operates a diverse portfolio of owned and licensed brands, distributing watches and accessories in over 140 countries and 30,000 points of distribution.

• Product mix is 84% watches, 9% jewelry, and 7% leathers, targeting a broad range of ages and price points.

• Regional sales split: Americas 43%, Europe 32%, Asia 24%.

• Leverages iconic brands, innovative design, global reach, and a 40+ year heritage.

Leadership and management

• Executive team includes CEO Franco Fogliato, CFO Randy Greben, and other key officers overseeing brand, supply chain, digital, and legal functions.

2025 financial highlights

• Net sales reached $1B, down 13% year-over-year, with core brand traditional watch sales up 2% globally in wholesale.

• Gross margin improved to 55.9%, up 380 basis points, driven by supply chain initiatives and reduced promotions.

• SG&A expenses reduced by 16% to $537M, reflecting lower store and marketing costs.

• Adjusted operating income was $11M, a $48M improvement over the prior year.