Fossil Group (FOSL)
NASDAQ:FOSL
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.29Last Year’s EPS
-1.71Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes significant operational progress and financial improvements—expanded gross margins, substantial SG&A savings, inventory reduction, positive adjusted operating income and a stronger liquidity position—while acknowledging near-term revenue pressure driven by store closures, legacy contract headwinds (royalties, connected-watch exits), and guidance that treats 2026 as a sales trough. Management projects a clear path to return-to-growth and improved margins over the next few years, presenting a constructive but cautious outlook.Company Guidance
Full-Year Net Sales and Turnaround Progress
Net sales for full-year 2025 totaled $1,000,000,000; management describes 2025 as a transformative year with turnaround pillars (refocus on core, rightsizing cost structure, strengthening balance sheet) delivering results ahead of updated guidance.
Gross Margin Expansion
Full-year gross margin expanded 380 basis points to 55.9% versus 2024; Q4 gross margin was 57.4%, up 350 basis points year-over-year, driven by full-price selling, lower discounts, supply chain improvements and targeted price increases.
SG&A Reduction and Expense Discipline
SG&A decreased by 16% year-over-year and management reduced SG&A by over $100,000,000 in 2025, slightly exceeding the full-year savings target; total SG&A rightsizing over the last 36 months exceeded $250,000,000.
Return to Profitability
Adjusted operating income was positive $11,000,000 for both Q4 and full-year 2025, a year-over-year improvement of $48,000,000 from the prior year and notable after two consecutive years of losses.
Stronger Balance Sheet and Liquidity
Year-end cash and cash equivalents of $96,000,000 and $67,000,000 of availability under the asset-based revolver; inventory reduced to $152,000,000 (down 15% year-over-year) and inventory reduction of over $200,000,000 over three years.
Channel and Product Strategy Wins
Adopted a full-price selling model (discount posture reduced by >50%) leading to higher AUR and healthier DTC; wholesale traditional watch growth in core licensed brands was +2% globally for full-year 2025; early success with product innovations and collaborations (e.g., BigTick, partnerships) and improved wholesale partner engagement.
Forward Guidance and Multi-Year Targets Raised
2026 guidance: net sales $945,000,000–$965,000,000 (company expects this to be the sales low point, one year earlier than prior plan), adjusted operating margin 3%–5%, breakeven free cash flow; re-affirmed multi-year ambition for 2028 of mid-single-digit sales growth and high single-digit adjusted operating margins.
FOSL 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
FOSL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 11, 2026 | $4.12 | $4.80 | +16.50% |
Nov 13, 2025 | $2.10 | $1.91 | -9.29% |
Aug 13, 2025 | $1.81 | $2.35 | +29.83% |
May 14, 2025 | $1.26 | $1.46 | +15.87% |
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 Fossil Group (FOSL) report earnings?
Fossil Group (FOSL) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Fossil Group (FOSL) earnings time?
Fossil Group (FOSL) earnings time is at May 13, 2026, After Close (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 FOSL EPS forecast?
FOSL EPS forecast for the fiscal quarter 2026 (Q1) is -0.29.