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Samsonite International (SMSEY)
:SMSEY
RESEARCH TOOLSreports
Earnings Data
Report Date
May 08, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.29Same Quarter Last Year
Based on 0 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 13, 2025
|% Change Since: -29.64%
|Next Earnings Date:May 08, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of strong financial metrics, particularly in terms of gross margin and cash flow, alongside challenges in specific markets such as India and broader concerns about consumer sentiment affecting future performance. While there are signs of improvement in some regions and optimism about sustainability and e-commerce growth, uncertainties remain, particularly in North America. Overall, the sentiment is cautiously optimistic but tempered by market challenges.Company Guidance
In the Samsonite Group 2024 Annual Results Conference Call, the company reported a Q4 net sales of $942 million, marking a 1% increase in constant currency from the previous year and a 21% increase since 2019. The gross margin improved to 60.2%, up 30 basis points year-over-year, owing to disciplined promotional strategies and a higher share of sales from the direct-to-consumer (DTC) channel. Adjusted EBITDA reached $195 million, with a margin of 20.7%, a 160 basis point improvement, supported by reduced advertising spend and improved gross margins. The company generated $135 million in free cash flow for the quarter, a $3 million increase from Q4 2023. Regional sales showed varying trends, with North America growing by 3.9%, Europe by 5.6%, and Latin America by 14%, while Asia continued to recover, albeit with a negative trend of -6% in Q4, largely impacted by India and China. For the full year, net sales were flat compared to 2023, reflecting a robust performance amidst global challenges, with a gross margin of 60% and adjusted EBITDA of $683 million. Samsonite and Tumi brands recorded Q4 growth of 4.6% and 4.4%, respectively. The company maintained a strong liquidity position, with net debt at $1.1 billion and a net leverage ratio of 1.58x, despite returning $308 million to shareholders through dividends and share repurchases.Strong Gross Margin and EBITDA
Achieved a gross margin of 60.2% in Q4, up 30 basis points from the prior year, and a record EBITDA margin of 20.7%, up 160 basis points from Q4 2023.
Cash Flow and Debt Management
Generated $311 million of free cash flow for the year, up $26 million from the prior year, and reduced net debt to $1.1 billion despite returning $308 million to shareholders.
Sequential Sales Improvement in Most Regions
North America went from down 8% in Q3 to a growth of 3.9% in Q4. Europe delivered 5.6% growth in Q4, and Latin America showed consistent growth with a 14% increase in Q4.
Sustainability Achievements
40% of products now incorporate some recycled materials, up from 34% last year, highlighting progress in sustainability initiatives.
E-commerce and DTC Channel Growth
E-commerce sales increased by nearly 6% for the year, with direct-to-consumer sales rising by 2.7%.
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SMSEY 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
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SMSEY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 13, 2025 | $12.55 | $12.67 | +0.96% |
| Nov 13, 2024 | $11.74 | $11.54 | -1.70% |
| Aug 14, 2024 | $13.93 | $13.57 | -2.58% |
| May 14, 2024 | $18.00 | $18.01 | +0.06% |
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.
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FAQ
When does Samsonite International (SMSEY) report earnings?
Samsonite International (SMSEY) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Samsonite International (SMSEY) earnings time?
Samsonite International (SMSEY) earnings time is at May 08, 2025, TBA Not 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
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