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Samsonite International SA (SMSEY)
OTHER OTC:SMSEY
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Samsonite International SA
(OTC:SMSEY)
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Rating:72Outperform
Price Target:
$12.00
▲(11.11% Upside)
Samsonite International SA's overall stock score of 72 reflects strong valuation and positive earnings call insights, with improvements in sales and margins. Financial performance is stable but faces challenges from high leverage and declining revenue growth. Technical indicators suggest a neutral trend, with no strong momentum signals.
Samsonite International SA (SMSEY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.89B
Dividend Yield4.92%
Average Volume (3M)1.13K
Price to Earnings (P/E)9.9
Beta (1Y)0.24
Revenue Growth-5.30%
EPS Growth-28.61%
CountryUS
Employees12,100
SectorConsumer Cyclical
Sector Strength84
IndustryApparel - Footwear & Accessories
Share Statistics
EPS (TTM)N/A
Shares Outstanding292,808,750
10 Day Avg. Volume2,873
30 Day Avg. Volume1,133
Financial Highlights & Ratios
PEG Ratio-0.67
Price to Book (P/B)2.69
Price to Sales (P/S)1.11
P/FCF Ratio8.69
Enterprise Value/Market Cap1.53
Enterprise Value/Revenue1.26
Enterprise Value/Gross Profit2.12
Enterprise Value/Ebitda5.18
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusModerate Buy
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Samsonite International SA Business Overview & Revenue Model
Company DescriptionSamsonite International SA is a leading global provider of luggage and travel-related products, headquartered in Luxembourg. Established in 1910, the company operates in the travel goods sector and is renowned for its premium quality suitcases, bags, and accessories. Samsonite's portfolio includes well-known brands such as Samsonite, American Tourister, and Hartmann, catering to a diverse range of consumers, from business travelers to leisure tourists.
How the Company Makes MoneySamsonite generates revenue primarily through the sale of its luggage and travel accessories across various distribution channels, including retail stores, e-commerce platforms, and third-party retailers. Key revenue streams include direct-to-consumer sales from brand-owned stores and online platforms, as well as wholesale sales to department stores and specialty retailers. The company benefits from strategic partnerships with travel and retail organizations, enhancing its market reach. Additionally, seasonal promotions and product launches, along with a focus on innovation and premium branding, contribute significantly to its earnings.
Samsonite International SA Earnings Call Summary
Earnings Call Date:Nov 12, 2025
(Q3-2025)
| Next Earnings Date:Mar 18, 2026
Earnings Call Sentiment Neutral
The earnings call reflects a business in recovery mode, with strong sequential improvements in sales and gross margin, despite continued challenges in North America and wholesale channels. The positive trends in Asia, Europe, and the resurgence of the TUMI brand are promising, while the company continues to face headwinds in certain regions.Q3-2025 Updates
Positive Updates
Sequential Improvement in Sales
Net sales decline improved to 1.3% in Q3 from 5.8% in Q2, with positive sales growth in August, September, and October across all regions and brands.
Strong Direct-to-Consumer Performance
DTC sales increased by 3.5% period-over-period, with DTC e-commerce up over 10% and owned company stores up 1.1%.
Gross Margin Expansion
Gross margin increased to 59.6%, up 30 basis points year-over-year and 60 basis points from the prior quarter, despite tariff impacts.
TUMI Brand Resurgence
TUMI brand sales shifted from a decline to positive 5% growth in Q3, with particularly strong performance in Asia and Europe.
Improvement in Asia and Europe Markets
Asia sales improved significantly, with China seeing 10% growth for TUMI. Europe sales returned to positive growth, driven by France and the U.K.
Negative Updates
Challenges in North America
North America's net sales were down 4.5%, mainly due to wholesale challenges and cautious purchasing behavior.
Wholesale Channel Decline
Overall wholesale net sales declined by 4.5% period-over-period, with brick-and-mortar wholesales down 7%.
Pressure on Latin America Sales
Despite overall growth, Mexico faced challenges, impacting Latin America's performance. Excluding Mexico, Latin America would have been up 13.2%.
Company Guidance
During the Samsonite Group's 2025 Third Quarter Results Conference Call, the company reported several key metrics indicating positive momentum. Net sales experienced a decline of 1.3% in constant currency for Q3 compared to a 5.8% decline in Q2, with notable sales growth in August, September, and October. The direct-to-consumer sales mix increased to 42% from 38.9% the previous year, showing a 3.5% increase period-over-period. E-commerce sales grew by over 10%, and company-owned store sales rose by 1.1%. Despite a 4.5% decline in the wholesale channel, e-retailer sales saw a significant increase of 12.3%. Non-travel sales also grew by nearly 7%, contributing to an overall gross margin expansion of 30 basis points year-over-year to 59.6%. The company anticipates sequential improvement in Q4 sales, driven by strong product launches and advertising campaigns, positioning itself for medium- and long-term growth amidst ongoing global travel trends.Samsonite International SA Financial Statement Overview
Summary
Samsonite International SA exhibits strong profitability and operational efficiency, as reflected in its healthy margins. However, the decline in revenue growth and high leverage are areas of concern. The company maintains a solid return on equity and manages cash flow effectively, though recent free cash flow decline warrants attention. Overall, the financial health is stable with potential risks from leverage and growth challenges.Income Statement
Samsonite International SA has shown a strong gross profit margin of approximately 60% in TTM, indicating efficient cost management. However, the revenue growth rate has declined by 0.93% in TTM, reflecting potential challenges in sales expansion. The net profit margin remains stable around 9.6%, suggesting consistent profitability. EBIT and EBITDA margins are healthy, indicating robust operational performance.Balance Sheet
The company has a high debt-to-equity ratio of 1.57 in TTM, which could pose financial risk if not managed properly. However, the return on equity is strong at 23.1%, demonstrating effective use of shareholder funds. The equity ratio is moderate, indicating a balanced capital structure.Cash Flow
Operating cash flow to net income ratio is 0.52, showing adequate cash generation relative to net income. Free cash flow has decreased by 3.69% in TTM, which could impact future investments. However, the free cash flow to net income ratio is strong at 0.82, indicating good cash flow management.| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 3.49B | 3.59B | 3.68B | 2.88B | 2.02B | 1.54B |
| Gross Profit | 2.08B | 1.97B | 2.18B | 1.61B | 1.10B | 706.30M |
| EBITDA | 850.97M | 859.00M | 898.10M | 647.50M | 286.20M | -1.01B |
| Net Income | 295.48M | 345.70M | 417.00M | 312.70M | 14.30M | -1.28B |
Balance Sheet | ||||||
| Total Assets | 5.23B | 5.22B | 5.11B | 4.72B | 4.85B | 5.16B |
| Cash, Cash Equivalents and Short-Term Investments | 669.10M | 676.30M | 716.60M | 635.90M | 1.32B | 1.50B |
| Total Debt | 2.44B | 2.32B | 2.30B | 2.39B | 3.22B | 3.72B |
| Total Liabilities | 3.73B | 3.68B | 3.59B | 3.64B | 4.13B | 4.49B |
| Stockholders Equity | 1.43B | 1.48B | 1.45B | 1.03B | 689.70M | 634.10M |
Cash Flow | ||||||
| Free Cash Flow | 400.75M | 457.70M | 424.10M | 214.90M | 361.20M | -140.30M |
| Operating Cash Flow | 494.57M | 561.70M | 534.20M | 277.70M | 387.10M | -114.20M |
| Investing Cash Flow | -100.94M | -111.50M | -110.10M | -62.80M | 9.40M | -26.10M |
| Financing Cash Flow | -555.17M | -459.70M | -347.80M | -881.10M | -551.20M | 1.16B |
Samsonite International SA Technical Analysis
Positive
10.80
Price Trends
10.82
Negative
10.52
Positive
10.62
Positive
Market Momentum
-0.13
Positive
53.34
Neutral
55.43
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SMSEY, the sentiment is Positive. The current price of 10.8 is above the 20-day moving average (MA) of 10.68, below the 50-day MA of 10.82, and above the 200-day MA of 10.62, indicating a neutral trend. The MACD of -0.13 indicates Positive momentum. The RSI at 53.34 is Neutral, neither overbought nor oversold. The STOCH value of 55.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMSEY.
Samsonite International SA Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $11.64B | 12.27 | 43.31% | ― | 12.38% | 18.43% | |
72 Outperform | $2.89B | 9.87 | 20.27% | 4.92% | -5.30% | -28.61% | |
71 Outperform | $7.14B | 21.74 | 11.36% | ― | 18.66% | 183.98% | |
69 Neutral | $2.74B | 47.89 | 6.68% | 2.25% | 6.26% | -66.51% | |
66 Neutral | $4.09B | 24.16 | 11.82% | ― | <0.01% | -77.31% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
SMSEY
Samsonite International SA
10.80
-0.24
-2.17%
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Samsonite International SA Corporate Events
Samsonite International Faces Sales Decline Amid Uncertainty
Aug 14, 2025
Samsonite International is a leading global luggage manufacturer, known for its innovative and durable products, operating primarily in the travel goods industry.
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.