Lanvin Group Holdings Earnings Call Transcripts
Fiscal Year 2025
-
Revenue declined 18% year-over-year amid luxury market headwinds and strategic restructuring, but gross margin held at 58% and cost discipline improved. Asset-light transitions, leadership upgrades, and portfolio optimization set the stage for recovery and sustainable profitability in 2026.
-
Revenue declined 22% year-on-year to €133 million amid luxury sector softness and creative transitions, but Q2 showed sequential improvement with strong D2C rebounds and margin recovery in key brands. Cost discipline and retail optimization supported resilience and set the stage for H2 growth.
Fiscal Year 2024
-
2024 saw a 23% revenue decline amid macroeconomic headwinds, but stable gross margins and reduced expenses reflect strong cost discipline. Brand-level resilience, leadership changes, and operational improvements position the group for recovery and growth in 2025.
-
2024 revenue fell 23% year-over-year amid luxury market softness, with all brands reporting declines. Strategic leadership changes, operational optimizations, and new creative appointments aim to drive growth and efficiency in 2025.
-
Revenue declined 20% year-over-year amid global macroeconomic headwinds, with gross margin holding steady and adjusted EBITDA loss narrowing slightly. Strategic investments in creative leadership and cost efficiencies position the group for future growth despite ongoing market softness.
-
A luxury brand group is leveraging cross-brand synergies, digital expansion, and geographic growth to drive sales and margin improvement. With a focus on DTC, operational efficiency, and strong capital backing, it targets EBITDA breakeven by 2025.