Financial Data and Key Metrics Changes - The company's revenue in the first half was €133 million, down 22% year on year, reflecting softer market conditions and planned creative transitions [10] - Gross profit margin declined by 400 basis points to 54%, primarily due to sell-through of prior season inventory [11] - Adjusted EBITDA margin decreased to negative €52 million, impacted by lower revenue and operational leverage [15] Business Line Data and Key Metrics Changes - Lanvin's revenue declined by 42%, primarily due to weak wholesale demand in EMEA, but DTC revenue increased by 46% in the second quarter [20] - Wolfer's revenue was down 23%, with a 14% growth in the wholesale channel, while D2C decreased by 35% [22] - Sergio Rossi's revenue fell 25%, but retail sales were up 17% in Q2, indicating a rebound [24] - St. John maintained nearly flat revenue with a 4% growth in its core North American market [26] Market Data and Key Metrics Changes - All key regions saw revenue declines, with EMEA and Greater China facing the most significant headwinds [14] - D2C and wholesale channels were down, particularly in EMEA and Greater China [14] Company Strategy and Development Direction - The company is focused on long-term strategies, including strengthening brand leadership and streamlining operations [7][8] - There is an emphasis on protecting free cash flow through disciplined working capital management and rigorous cost control [8] - Targeted marketing initiatives are being deployed to boost traffic and conversion [9] Management's Comments on Operating Environment and Future Outlook - The management highlighted the challenges posed by global macroeconomic and geopolitical uncertainty but expressed confidence in the foundational work completed in H1 [3][4] - Encouraging signs of recovery were noted in the second quarter across several brands, with a focus on executing plans for the second half [30] Other Important Information - The company streamlined 29 underperforming stores in the first half, aiming for a more focused and productive retail footprint [17] - Significant strides were made in reducing G&A expenses across various brands, with reductions of 27% for Wolfer, 25% for Sergio Rossi, and 35% for St. John [15][16] Q&A Session Summary - There were no questions during the Q&A session, and the conference call concluded without any inquiries [31]

Financial Data and Key Metrics Changes - The company's revenue in the first half was €133 million, down 22% year on year, reflecting softer market conditions and planned creative transitions [9][10] - Gross profit margin declined by 400 basis points to 54%, primarily due to sell-through of prior season inventory [10][14] - Adjusted EBITDA margin decreased to negative €52 million, reflecting negative operational leverage, although cost discipline helped mitigate a larger drop [15][10] Business Line Data and Key Metrics Changes - Lanvin's revenue declined by 42%, primarily due to weak wholesale demand in EMEA, but DTC revenue increased by 46% in the second quarter [20][21] - Wolfer's revenue was down 23%, but wholesale channel grew by 14%, while D2C decreased by 35% due to rightsizing of the retail network [22] - Sergio Rossi's revenue fell 25%, but retail sales were up 17% and e-commerce was up 10% in Q2 [24] - St. John maintained nearly flat revenue with a 4% growth in its core North American market [27] Market Data and Key Metrics Changes - All key regions saw revenue declines, with EMEA and Greater China facing the most significant headwinds [13] - D2C and wholesale channels were down, with major softness in wholesale for EMEA and cautious consumer sentiment in Greater China [13] Company Strategy and Development Direction - The company is focused on long-term growth, emphasizing cost discipline, operational efficiency, and strategic repositioning across geography and product assortment [4][12] - The strategy includes streamlining operations, optimizing retail footprint, and deploying targeted marketing initiatives to boost traffic and conversion [8][19] - The company plans to leverage new creative talent to drive growth in the second half [12][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the tough macroeconomic and geopolitical climate but expressed confidence in the foundational work completed in the first half [3][30] - There are encouraging signs of recovery in the second quarter across several brands, and management is optimistic about the plans for the second half [30][31] Other Important Information - The company rightsized 29 underperforming stores in the first half and is continuing a comprehensive review of its network [8][18] - Significant strides were made in reducing G&A expenses across various brands, with reductions of 27% for Wolfer, 25% for Sergio Rossi, and 35% for St. John [15][16] Q&A Session Summary - There were no questions during the Q&A session, and the conference call concluded without any inquiries [32]

Financial Data and Key Metrics Changes - The company's revenue in the first half was €133 million, down 22% year on year, reflecting softer market conditions and planned creative transitions [9] - Gross profit margin declined by 400 basis points to 54%, primarily due to sell-through of prior season inventory [10] - Adjusted EBITDA margin decreased significantly, resulting in a negative €52 million, attributed to negative operational leverage [15] Business Line Data and Key Metrics Changes - Lanvin's revenue declined by 42%, primarily due to weak wholesale demand in EMEA, but retail remained resilient with a 46% increase in DTC revenue in Q2 [20] - Wolfer's revenue was down 23%, but wholesale grew by 14%, indicating a positive trend despite a 35% decrease in D2C [22] - Sergio Rossi's revenue fell 25%, but retail sales rebounded by 17% in Q2, indicating potential recovery [24] - St. John maintained nearly flat revenue with a 4% growth in its core North American market [27] Market Data and Key Metrics Changes - All key regions saw revenue declines, with EMEA and Greater China facing the most significant challenges [13] - D2C and wholesale channels were down, with major softness in wholesale for EMEA and cautious consumer sentiment in Greater China [13] Company Strategy and Development Direction - The company is focused on long-term growth through brand leadership strengthening, operational efficiency, and targeted marketing initiatives [8] - A comprehensive review of the retail network is ongoing, with 29 underperforming stores rightsized [8][18] - The company aims to protect free cash flow through disciplined working capital management and rigorous cost control [8] Management's Comments on Operating Environment and Future Outlook - The management acknowledged persistent global macroeconomic and geopolitical uncertainty but expressed confidence in recovery signs observed in Q2 [3][30] - The company is optimistic about the second half, driven by new creative talent and strategic repositioning efforts [12][30] Other Important Information - The company completed a capital increase for Wolford to support its strategic transformation [5] - Significant strides were made in reducing G&A expenses across various brands, with reductions of 27% for Wolfer, 25% for Sergio Rossi, and 35% for St. John [15][16] Q&A Session Summary - There were no questions during the Q&A session, and the conference call concluded without further inquiries [32]

Financial Performance Overview - The group's revenue for H1 2025 was €133.395 million[96], impacted by macroeconomic trends and industry-wide challenges[31] - The group's gross profit margin decreased by 4% to 53.9%[43] due to sell-through of prior-season inventory, underutilized capacity, and changes in product mix[47] - The group's adjusted EBITDA decreased by 23% to -€51.930 million[43,96] due to negative operational leverage resulting from lower revenue[47] Brand-Level Performance - Lanvin's revenue declined by 42% to €27.932 million[63] due to weak wholesale in EMEA[66] - Wolford's revenue decreased by 23% to €32.985 million[68] reflecting residual impact from 3PL transition[71] - Sergio Rossi's revenue declined by 25% to €15.314 million[73], with DTC decreased by 21% and Wholesale decreased by 33%[77] - St John's revenue remained relatively flat at €39.654 million[79], with North America seeing a 4% growth[84] - Caruso's revenue declined by 11% to €17.627 million[86] due to a challenging global luxury and wholesale market[91] Strategic Initiatives - The group is implementing cost-efficiency initiatives by streamlining operations and reviewing retail footprint[20] - The group is focusing on targeted marketing to boost traffic and conversion rate ahead of new director's debut[20] - The group is building brand story and desirability at Lanvin and Sergio Rossi with new creative characters[58] - The group is upgrading store network, with disciplined new openings and underperforming locations rationalization[56]

Core Insights - Lanvin Group (LANV) opened with a 3.79% increase, trading at $2.19 per share, with a total market capitalization of $275 million [1] - As of December 31, 2024, Lanvin Group reported total revenue of €329 million, a year-over-year decrease of 22.89%, and a net profit attributable to shareholders of -€165 million, down 27.79% year-over-year [1] Company Overview - Lanvin Group Holdings Limited is a leading global luxury fashion group headquartered in Shanghai, China, managing iconic brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The company aims to expand the global footprint of its portfolio brands through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]

Core Insights - Lanvin Group (LANV) opened with an increase of 8.65%, reaching a stock price of $2.26 per share, with a total market capitalization of $284 million [1] - Financial data indicates that as of December 31, 2024, Lanvin Group's total revenue is projected to be €329 million, reflecting a year-on-year decrease of 22.89%, while the net profit attributable to shareholders is expected to be -€165 million, a decline of 27.79% year-on-year [1] Company Overview - Lanvin Group Holdings Limited is a leading global luxury fashion group headquartered in Shanghai, China, managing iconic brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The group aims to expand the global footprint of its portfolio brands through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]

Core Viewpoint - Lanvin Group is set to release its unaudited results for the first half of 2025 on August 29, 2025, and will host a conference call to discuss these results and provide an outlook for the second half of the year [1]. Group Information - Lanvin Group is a leading global luxury fashion group headquartered in Shanghai, China, and Milan, Italy, managing iconic brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [5]. - The company aims to expand the global footprint of its portfolio brands and achieve sustainable growth through strategic investments and operational expertise, focusing on the fastest-growing luxury fashion markets [5]. Conference Call Details - The conference call will take place at 8:00 a.m. Eastern Standard Time (8:00 p.m. China Standard Time) on the same day as the results release [1]. - Participants must pre-register to join the conference call, and a link for registration is provided [3]. - An archived webcast of the conference call will be available on the Group's investor relations website [3][4]. Presentation Information - Management will refer to a slide presentation during the call, which will be available on the investor relations website on the day of the call [2].

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Lanvin Group, noting a significant decline in revenue and net profit [1] - As of August 18, Lanvin Group's stock price increased by 7.41%, reaching $2.42 per share, with a total market capitalization of $304 million [1] - Financial data indicates that for the year ending December 31, 2024, Lanvin Group's total revenue is projected to be €329 million, a year-on-year decrease of 22.89%, while the net profit attributable to shareholders is expected to be -€165 million, a decline of 27.79% year-on-year [1] Group 2 - Lanvin Group is identified as a leading luxury fashion group headquartered in Shanghai, China, managing iconic global brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The company aims to expand its portfolio brands' global footprint and achieve sustainable growth through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Lanvin Group, indicating a decline in revenue and net profit for the year ending December 31, 2024 [1] - As of August 14, Lanvin Group's stock price increased by 3.14%, reaching $2.30 per share, with a total market capitalization of $289 million [1] - Financial data shows that Lanvin Group's total revenue is projected to be €329 million, representing a year-on-year decrease of 22.89%, while the net profit attributable to shareholders is expected to be -€165 million, a decline of 27.79% year-on-year [1] Group 2 - Lanvin Group is identified as a leading luxury fashion group headquartered in Shanghai, China, managing iconic global brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The company aims to expand its portfolio brands' global footprint and achieve sustainable growth through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Lanvin Group, which experienced a stock price increase of 5.87% to $2.435 per share, with a total market capitalization of $306 million as of August 7 [1] - Financial data indicates that Lanvin Group's total revenue for the year ending December 31, 2024, is projected to be €329 million, reflecting a year-on-year decrease of 22.89% [1] - The net profit attributable to the parent company is expected to be -€165 million, representing a year-on-year decline of 27.79% [1] Group 2 - Lanvin Group is identified as a leading luxury fashion group headquartered in Shanghai, China, managing iconic global brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The company aims to expand its portfolio brands' global footprint and achieve sustainable growth through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]