Le Slip Francais (ALLSF) Q3 2026 TU earnings summary

Executive summary

• 9M 2026 revenue reached €14.0M, up 12% YoY on a comparable-store basis; digital growth and new customer acquisition supported momentum.

• The Q3 revenue increase included an exceptional visibility boost linked to the July 2026 IPO; all IPO commercial, operational and financial targets were reaffirmed.

Financial highlights

• 9M comparable revenue was €14.038M vs. €12.570M, up 12%; including stores closed between 2025 and 2026, sales rose 4% from €13.5M.

• Q3 revenue was €4.975M vs. €3.771M, up 32% YoY; the period benefited in part from exceptional IPO-related visibility.

• More than 95,000 new customers were acquired through 30 September, up 40% YoY.

Outlook and guidance

• Reaffirmed IPO targets: double 2025 revenue by 2030 and achieve operating income above 10% over the medium term, defined as 3–5 years.

• Targets also include 3 new industrial units and 5 additional everyday-equipment categories by 2030.

• Q4 is historically strong, supported by year-end sales seasonality.