Maisons du Monde S.A. (MDOUF) Q3 2025 Sales Call Transcript

Core Insights - The company reported third quarter 2025 sales of EUR 224.7 million, reflecting a 4.9% increase and a 5.9% increase on a like-for-like basis, contrasting with a 5.3% decline over the previous nine months [1] Geographic Performance - Growth was notably stronger outside of France, particularly in Southern Europe, where double-digit increases were recorded, attributed to enhanced local adaptation with dedicated teams in Italy and Spain [2] - In France, growth was positive but modest, influenced by a fragile macroeconomic environment and political uncertainty affecting consumer behavior [3] Strategic Initiatives - The company is undergoing a comprehensive transformation, focusing on various strategic projects to enhance overall performance [3] - The Autumn-Winter 2025 Collection had a strong start, indicating that product offerings resonate well with customers and that operational execution is improving, with the collection launched earlier in July [4]