Le Slip Francais (ALLSF) Q2 2026 TU earnings summary

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.