Capri (CPRI)

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Capri (CPRI) - 2026 Q1 - Quarterly Results
2025-08-06 10:47
Exhibit 99.1 Capri Holdings Limited Announces First Quarter Fiscal 2026 Results London — August 6, 2025 — Capri Holdings Limited (NYSE:CPRI), a global fashion luxury group, today announced its financial results for the first quarter of Fiscal 2026 ended June 28, 2025. First Quarter Fiscal 2026 Highlights John D. Idol, the Company's Chairman and Chief Executive Officer, said, "We are encouraged by our first quarter results. Trends improved sequentially leading to both revenue and earnings per share that exce ...
Capri Holdings (CPRI) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-07-30 15:07
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. Zacks Consensus Estimate The market expects Capri Holdings (CPRI) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's ...
Why Is Stitch Fix (SFIX) Down 5% Since Last Earnings Report?
ZACKS· 2025-07-10 16:30
Company Overview - Stitch Fix shares have lost about 5% over the past month, underperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the important drivers of the company's performance [1] Estimates and Revisions - Estimates for Stitch Fix have trended upward during the past month, indicating positive sentiment among analysts [2] - The magnitude of these revisions appears promising, contributing to a Zacks Rank 2 (Buy) for Stitch Fix, suggesting an expectation of above-average returns in the coming months [4] VGM Scores - Stitch Fix has a strong Growth Score of A, but a lower Momentum Score of D, and a value grade of C, placing it in the middle 20% for the value investment strategy [3] - The aggregate VGM Score for Stitch Fix is A, which is significant for investors not focused on a single strategy [3] Industry Performance - Stitch Fix operates within the Zacks Retail - Apparel and Shoes industry, where Capri Holdings has gained 8.3% over the past month [5] - Capri Holdings reported revenues of $1.04 billion for the last quarter, reflecting a year-over-year decline of 15.4%, with an EPS of -$4.90 compared to $0.42 a year ago [5] Future Expectations for Industry Player - Capri Holdings is expected to post earnings of $0.13 per share for the current quarter, indicating a change of +225% from the year-ago quarter [6] - The Zacks Consensus Estimate for Capri Holdings has remained unchanged over the last 30 days, resulting in a Zacks Rank 3 (Hold) and a VGM Score of D [6]
Miu Miu, Versace, And A Cheap Valuation: Prada's Got It All
Seeking Alpha· 2025-07-02 12:26
Group 1 - LVMH has experienced a decline of over 40% from its all-time high, resulting in a loss exceeding €100 billion in market capitalization [1] - The current valuation of LVMH is considered minimally attractive despite the significant decline [1]
Why Is Capri Holdings (CPRI) Down 5.3% Since Last Earnings Report?
ZACKS· 2025-06-27 16:35
Core Viewpoint - Capri Holdings has experienced a decline of approximately 5.3% in share price over the past month, underperforming compared to the S&P 500, raising questions about its future performance leading up to the next earnings report [1]. Group 1: Earnings and Estimates - The consensus estimate for Capri Holdings has shifted by 48.57% over the past month, indicating a lack of movement in fresh estimates [2]. Group 2: VGM Scores - Capri Holdings currently holds a subpar Growth Score of D, while its Momentum Score is rated C. The stock has received a grade of B for value, placing it in the top 40% for this investment strategy. The overall aggregate VGM Score for the stock is C, which is relevant for investors not focused on a single strategy [3]. Group 3: Outlook - Capri Holdings has a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return from the stock in the upcoming months [4].
Shapiro Haber & Urmy LLP Has Concluded That People or Entities That Sold Capri Holdings Ltd (CPRI) Stock Have Valuable Claims Against Capri
Prnewswire· 2025-06-02 15:00
Core Viewpoint - Capri Holdings Ltd may face legal claims from individuals or entities that sold its stock during specified periods due to alleged violations of federal securities laws [2][3]. Group 1 - Individuals or entities that sold Capri common stock between May 28, 2023, and July 1, 2023, or from July 30, 2023, to August 9, 2023, may have valuable claims against the company [2]. - The claims could allow for the recovery of significant monetary damages from Capri, regardless of whether the individuals bought, sold, or continue to own other shares of Capri [2][3]. - Legal representation for shareholders is provided by Shapiro Haber & Urmy LLP, which specializes in class actions against corporate defendants [3].
Capri Holdings (CPRI) Reliance on International Sales: What Investors Need to Know
ZACKS· 2025-06-02 14:20
Core Viewpoint - Capri Holdings' international revenue performance is crucial for assessing its financial resilience and growth prospects, especially given the interconnected global economy [2][9]. Group 1: International Revenue Performance - The company's total revenue for the quarter was $1.04 billion, reflecting a decrease of 15.4% [4]. - EMEA contributed 29.18% of total revenue, amounting to $302 million, which was a surprise increase of +3.31% compared to analyst expectations [5]. - Asia accounted for 16.62% of total revenue, translating to $172 million, also exceeding expectations with a surprise of +2.22% [6]. Group 2: Future Revenue Projections - Analysts project total revenue for the current fiscal quarter to be $772.33 million, indicating a decline of 27.6% from the previous year [7]. - For the entire year, total revenue is forecasted at $3.34 billion, a reduction of 24.7% from the previous year, with EMEA and Asia expected to contribute 35.3% ($1.18 billion) and 17.4% ($581.41 million) respectively [8]. Group 3: Market Context and Stock Performance - The reliance on international markets presents both opportunities and challenges for Capri Holdings, necessitating close monitoring of revenue trends for future projections [9]. - The stock has increased by 16.5% over the past month, outperforming the Zacks S&P 500 composite, which rose by 6.1% [13].
二姨看时尚|开云、韩国新世界出手收购;阿迪达斯爆用户数据泄露;爱马仕也做耳机了
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-02 00:06
Group 1: Industry Developments - Kering Group has acquired Giambattista Valli, increasing its stake to full ownership, becoming the main investor and strategic decision-maker [11] - South Korean retail giant Shinsegae Group plans to acquire a controlling stake in C&C International, a color cosmetics ODM manufacturer, valued at 285 billion KRW (approximately 14.94 billion RMB) [6] - La Perla, a high-end lingerie brand, has been sold to an investment entity, which will retain the brand's existing factories and employees [5] Group 2: Company Performance - Gap Inc. reported a 2.2% increase in net sales to $3.463 billion for Q1, with net profit rising 22% to $193 million, driven by strong performance from Old Navy [2] - Capri Holdings reported a 15.4% decline in revenue to $1.035 billion for Q4 FY2025, with a net loss of $645 million, reflecting struggles across its main brands [3] Group 3: Mergers and Acquisitions - Elf Beauty has acquired Hailey Bieber's skincare brand Rhode for $1 billion, consisting of $600 million in cash and $200 million in newly issued common stock, with potential additional payments based on future growth [4] - Fountain Capital is seeking to raise up to $1.32 billion by selling approximately half of its stake in Amer Sports Inc., a manufacturer of sports equipment [4] Group 4: Brand Value Rankings - Chanel has surpassed Louis Vuitton to become the second most valuable luxury brand globally, according to Brand Finance's 2025 rankings, with Porsche retaining the top position [7] Group 5: Retail Expansion - Balenciaga has opened its largest flagship store globally in Beijing, covering 1,204 square meters, emphasizing its commitment to the Chinese market [8] Group 6: Data Security Issues - Adidas has reported a data breach involving customer data theft from a service provider, although payment information and passwords were not compromised [12]
Capri Holdings (CPRI): 2025财年第四季度初步评估:第四季度收入趋势好于预期;2026财年指引更新的利弊
Goldman Sachs· 2025-05-30 02:55
Investment Rating - The report indicates that Capri Holdings (CPRI) is currently Not Rated [8]. Core Insights - Capri Holdings reported F4Q adjusted EPS of -$4.90, significantly below consensus estimates of -$0.16 to -$0.13, primarily due to a tax valuation allowance charge [1] - Despite the overall challenges, CPRI delivered better-than-expected revenue trends in the quarter, with consolidated sales declining by -15.4% year-over-year to $1.035 billion, surpassing consensus expectations of $974.7 million to $1.004 billion [1][9] - The company updated its FY26 guidance, now expecting total revenues of $3.3 billion to $3.4 billion, down from approximately $4.1 billion previously, reflecting the exclusion of Versace's contribution [2][9] - Management remains optimistic about returning to growth in FY27 and beyond, although profitability was disappointing due to gross margin contraction [3] Revenue Performance - Michael Kors sales were reported at $694 million, better than consensus expectations of $687.8 million, with a decline of -15.6% year-over-year [1][9] - Jimmy Choo sales were approximately in line with expectations at $133 million, declining -2.9% year-over-year [1][9] - Versace sales were reported at $208 million, consistent with consensus, declining -21.2% year-over-year [1][9] Margin Analysis - The adjusted gross margin for F4Q25 was 61.0%, below consensus estimates of 62.7% and 61.8% [1][9] - Adjusted SG&A as a percentage of sales was 64.2%, better than Goldman Sachs estimates of 65.3% but higher than consensus at 62.6% [1][9] - Adjusted EBIT margins were reported at -3.2%, below consensus estimates of -2.6% to -2.4% [1][9] FY26 Guidance - The company expects operating income of approximately $100 million for FY26, down from $150 million previously, with consensus estimates at $145.3 million to $141.9 million [2][9] - Michael Kors is now guided for sales of approximately $2.75 billion to $2.85 billion, while Jimmy Choo sales are expected at $540 million to $550 million [9] - For Q1, CPRI guided revenue of $765 million to $780 million, with adjusted EPS expected to be between $0.10 and $0.15 [9]
Versace Sale Would Support Parent Capri Holdings Lean Portfolio: Analyst
Benzinga· 2025-05-29 18:46
Core Viewpoint - Telsey Advisory Group analyst Dana Telsey maintains a Market Perform rating on Capri Holdings Limited (CPRI) and raises the price forecast from $17 to $20, despite the company reporting a larger-than-expected adjusted loss in Q4 [1][2]. Financial Performance - Capri Holdings reported a fourth-quarter adjusted loss of $4.90 per share, missing the expected loss of 14 cents, while quarterly sales reached $1.035 billion, a decline of 15.4% year over year, but exceeding the analyst consensus estimate of $986.57 million [1][2]. - On a constant currency basis, total revenue decreased by 14.1% [1]. Strategic Developments - The company has made significant announcements since Q3 FY25, including long-term brand-specific targets, the departure of CFO/COO Tom Edwards, and the $1.375 billion sale of Versace to Prada [2][3]. - These developments come after a failed acquisition attempt by Tapestry, Inc. in late 2024, with management aiming to stabilize operations through FY26 and anticipate a return to growth in FY27 [3]. Brand Performance - Michael Kors, Capri's largest brand, has experienced ten consecutive quarters of revenue declines, indicating substantial efforts are needed for recovery [3][4]. - The sale of Versace is expected to enhance margins and improve the balance sheet, allowing for potential share buybacks, although challenges remain for the Michael Kors and Jimmy Choo brands [4]. Production and Cost Implications - For FY26, most of Michael Kors' production will be sourced from Vietnam, Cambodia, and Indonesia, with only about 5% of total U.S. production tied to China [5]. - Under current tariff assumptions, the company anticipates a cost impact of approximately $60 million, potentially reducing gross margin by around 100 basis points [5]. Future Projections - Telsey projects FY26 revenue to decline by 24.3% to $3.36 billion, a sharper drop than the previously estimated 7.7% fall, while raising the FY26 EPS estimate to $1.33 from $1.02 [6]. - For FY27, Capri Holdings expects a return to revenue growth, supported by operating margin expansion due to ongoing cost-cutting initiatives [7].