The earnings call highlights Samsonite's strong post-pandemic growth and resilience in direct-to-consumer channels, offset by challenges in wholesale sales and regional performance due to macroeconomic uncertainties. Despite these challenges, the company has managed costs effectively and continues to innovate with new product launches.

Company Guidance -

Q3 2025

During the Samsonite Group 2025 Interim Results Conference Call, the company provided key metrics and guidance reflecting its performance and strategic direction. The net sales in the first half of 2025 were reported at $1.662 billion, a decrease of 5.2% compared to the previous year, yet still 24.4% higher than pre-pandemic levels. The company's gross margin remained robust at 59.2%, down slightly from a record 60% last year, attributed to geographical mix and promotional strategies. The adjusted EBITDA margin was 16.2%, with adjusted net income at $123 million. Direct-to-consumer (DTC) channels showed resilience, now constituting 40% of net sales, up from 38% last year. The company noted a decrease in its wholesale channel by 7.4%, while DTC only declined by 1.6%. Despite macroeconomic uncertainties, the Samsonite Group continues to focus on profitable growth, brand positioning, and strategic investments in DTC and non-travel categories, with non-travel now representing 36.2% of sales. The company is navigating tariff impacts and expects some sequential improvement in net sales for the remainder of the year. Additionally, they are targeting a dual listing in the U.S., aligning with their long-term growth outlook.

Strong Post-Pandemic Growth

From 2021 to 2024, Samsonite's reported net sales CAGR grew 6x faster than the bag and luggage industry. First half net sales in 2025 were still up 24.4% compared to the pre-pandemic first half of 2019.

Direct-to-Consumer Channel Growth

The direct-to-consumer (DTC) channel showed resilience with only a 1.6% decline compared to a 7.4% decline in the wholesale channel. DTC mix increased to 40% of net sales, up from 38% last year.

Expansion in Non-Travel Category

Non-travel category sales grew by 180 basis points to 36.2% in the first half, representing a significant long-term growth opportunity.

Effective Cost Management

Despite adding 57 net new stores since June 2024, combined distribution and G&A expenses increased by less than 1%, demonstrating effective cost management.

Gross Margin Stability

Gross margin remained strong at 59.2% in the first half of 2025, despite strategic promotional initiatives and a mix effect.

Successful Product Launches

The launch of new products such as the 19 Degree Lite for TUMI and the upcoming PARALUX collection has been successful, with more innovative products planned.

TUMI Brand Resilience

Despite challenges, TUMI performed well with a minor decline of 2.5% and showed an improving trend in Q3.

Samsonite International SA (SMSEY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SMSEY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	- / -	0.228	―	―	―
Aug 13, 2025	2025 (Q2)	- / 0.25	0.278	-8.63% (-0.02)
May 13, 2025	2025 (Q1)	- / 0.17	0.286	-38.81% (-0.11)
Mar 12, 2025	2024 (Q4)	- / 0.39	0.514	-24.90% (-0.13)
Nov 13, 2024	2024 (Q3)	- / 0.23	0.399	-42.86% (-0.17)
Aug 14, 2024	2024 (Q2)	- / 0.28	0.274	1.46% (<+0.01)
May 14, 2024	2024 (Q1)	- / 0.29	0.256	11.72% (+0.03)
Mar 13, 2024	2023 (Q4)	- / 0.51	0.689	-25.40% (-0.17)
Nov 13, 2023	2023 (Q3)	- / 0.40	0.202	97.52% (+0.20)
Aug 16, 2023	2023 (Q2)	- / 0.27	0.139	97.12% (+0.14)

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

SMSEY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	$10.19	$10.49	+2.94%
May 13, 2025	$9.47	$9.43	-0.42%
Mar 12, 2025	$12.00	$12.12	+1.00%
Nov 13, 2024	$11.22	$11.04	-1.60%

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 Samsonite International SA (SMSEY) report earnings?

Samsonite International SA (SMSEY) is schdueled to report earning on Nov 12, 2025, After Close (Confirmed).

What is Samsonite International SA (SMSEY) earnings time?

Samsonite International SA (SMSEY) earnings time is at Nov 12, 2025, 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 SMSEY EPS forecast?

Currently, no data Available

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing