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Moncler (MONRY)
OTHER OTC:MONRY
Earnings Data
Report Date
Jul 29, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.73Last Year’s EPS
0.41Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a solid operational and financial performance with clear positive momentum: FY revenues of EUR 3.13bn, strong Q4 acceleration (Moncler DTC +7%, Stone Island +16% overall), a robust EBIT margin (29.2%), and a strong net cash position (≈EUR 1.5bn). Brand-building initiatives (Warmer Together, Grenoble, high-profile collaborations) and Stone Island’s clear recovery were emphasized as durable drivers. Offsetting items include a modest EBIT margin dip versus prior year, higher financial expenses, increased inventory/net working capital from strategic down purchases, a ~EUR 58m reduction in free cash flow versus the prior year, and anticipated FX headwinds for 2026 (≈-4% top-line impact, Q1 ≈-6 p.p.). Management expects to mitigate FX via low-single-digit pricing (≈3%) and to maintain marketing at ~7% of sales. Overall, positive operational momentum and financial strength outweigh near-term headwinds and one-off investments.Company Guidance
Full-Year Revenue and Scale
Moncler Group delivered EUR 3.13 billion of revenues for FY2025, demonstrating resilience in a difficult environment.
Quarterly Acceleration and DTC Strength
Q4 acceleration: Moncler DTC up 7% (Moncler Q4 +6% overall) and Stone Island DTC up 16%, reflecting strong direct-to-consumer momentum into year-end and continuing into early Q1.
Stone Island Outstanding Q4 Performance
Stone Island grew +16% in Q4 with regional strength: Americas +26%, Europe +12%, Asia +22%. Wholesale +17% and DTC +16% in Q4, signaling broad-based recovery and retail KPI improvement.
High Profitability and Net Cash Position
Reported EBIT margin of 29.2% (only slightly below prior year 29.5%) and a strong net cash position of approximately EUR 1.5 billion (up from EUR 1.3 billion the prior year, ~+15%).
Dividend Policy and Capital Allocation
Board is expected to propose a dividend of EUR 1.4 per share with a payout ratio of over 60%, underscoring capital returns alongside reinvestment.
Successful Marketing Campaigns and Brand Moments
Major creative wins: 'Warmer Together' labeled the largest campaign in Moncler history, record Grenoble campaign, Winter Olympics sponsorship (Brazil), high-profile collaborations (Jil Sander, JW Anderson reissue, ASAP Rocky) and strong event presence (Aspen).
Strategic Investments and Organizational Strengthening
CapEx at 6.9% of revenues to support HQ, distribution and a flagship New York Fifth Avenue store (plan to normalize to ~6% in 2026). Leadership evolution with Leo Rongone joining as Group CEO (April) while Remo Ruffini becomes Executive Chairman to keep creative/strategic leadership.
Sustainability and Digital Initiatives
Sustainability efforts were highly ranked globally; digital improvements include a refreshed .com and AI partnership (Google/Veo) to enhance omnichannel recommendations and product education.
MONRY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MONRY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $59.37 | $59.49 | +0.21% |
Jul 23, 2025 | $58.71 | $59.47 | +1.29% |
Feb 13, 2025 | $63.61 | $70.08 | +10.17% |
Jul 24, 2024 | $60.52 | $58.17 | -3.88% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Moncler (MONRY) report earnings?
Moncler (MONRY) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
What is Moncler (MONRY) earnings time?
Moncler (MONRY) earnings time is at Jul 29, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MONRY EPS forecast?
MONRY EPS forecast for the fiscal quarter 2026 (Q2) is 0.73.