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Lanvin Group(LANV) - 2025 Q2 - Earnings Call Presentation
2025-08-29 12:00
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]
Lanvin Group(LANV) - 2024 Q2 - Earnings Call Presentation
2025-06-30 15:03
Financial Performance Overview - Lanvin Group's H1 2024 revenue was €170976 thousand, impacted by macroeconomic trends and wholesale challenges[100] - The group's gross profit margin remained relatively stable, decreasing by 1% from H1 23 to H1 24[48] - Adjusted EBITDA decreased by 3% from -€41 million in H1 23 to -€42 million in H1 24[48] - The group's contribution profit margin decreased from 69% in H1 23 to -42% in H1 24[44] Brand-Specific Highlights - Lanvin's revenue decreased by 154% year-over-year, but APAC excluding Greater China grew by 9%[74] - Wolford's revenue decreased by 276%, impacted by 3PL transition issues and wholesale trends[76] - Sergio Rossi's revenue declined by 38%, driven by a 60% decrease in wholesale[86] - St John's revenue decreased by 143%, but gross margin improved significantly from 62% to 69%[88, 91] - Caruso's revenue was relatively flat, declining by 1%, but the Caruso brand business grew by 21%[93, 97] Cost Efficiency and Strategic Initiatives - The group is implementing cost-efficiency initiatives to maintain margin improvement[23] - G&A expenses decreased year-over-year across brands, with Lanvin improving by 29%, Wolford by 11%, St John by 9%, and Caruso by 4%[50] - The group is working on new partnerships for Middle East expansion, product category expansion, and global logistics support[25]
Sales/Trading Statement Call
2025-02-28 15:14
Lanvin Group Overall Performance - Lanvin Group's preliminary revenue for FY 2024 was €3282 million, a 230% decrease compared to FY 2023[14] - Total Brands revenue decreased by 232% from €427947 thousand in 2023 to €328648 thousand in 2024[64] - The group experienced a slowdown intensified throughout the year, especially in Greater China and wholesale[14] Regional Performance - North America accounted for 39% of total revenue in 2024, with a YoY decrease of 127%[13,64] - EMEA accounted for 44% of total revenue in 2024, with a YoY decrease of 28%[13,64] - Greater China accounted for 10% of total revenue in 2024, with a YoY decrease of 374%[13,64] Channel Performance - DTC (Direct-to-Consumer) channel accounted for 61% of total revenue in 2024, with a YoY decrease of 19%[13] - Wholesale channel accounted for 35% of total revenue in 2024, with a YoY decrease of 28%[13] Brand Performance - Lanvin's revenue declined by 26% from €112 million in 2023 to €83 million in 2024[23] - Wolford's revenue declined by 31%, dropping from €126 million in 2023 to €88 million in 2024[29] - Sergio Rossi's revenue declined by 30% from €60 million in 2023 to €42 million in 2024[39] - St John's revenue declined 12% from €90 million in 2023 to €79 million in 2024[48] - Caruso's revenues decreased slightly by 7% from €40 million in 2023 to €37 million in 2024[61]
Lanvin Group(LANV) - Prospectus(update)
2023-03-24 11:59
Table of Contents As filed with the Securities and Exchange Commission on March 24, 2023 Registration No. 333-269150 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 3 TO FORM F-1 REGISTRATION STATEMENT Under The Securities Act of 1933 Lanvin Group Holdings Limited (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) (State or Other Jurisdiction of Incorporation or Organization) Cayman Islands 2300 Not Appl ...
Lanvin Group(LANV) - Prospectus(update)
2023-02-24 21:42
Table of Contents As filed with the Securities and Exchange Commission on February 24, 2023 Registration No. 333-269150 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM F-1 REGISTRATION STATEMENT Under The Securities Act of 1933 Lanvin Group Holdings Limited (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) (State or Other Jurisdiction of Incorporation or Organization) Cayman Islands 2300 Not A ...
Lanvin Group(LANV) - Prospectus(update)
2023-02-09 11:11
Table of Contents As filed with the Securities and Exchange Commission on February 9, 2023 Registration No. 333-269150 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM F-1 REGISTRATION STATEMENT Under The Securities Act of 1933 Lanvin Group Holdings Limited (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) (State or Other Jurisdiction of Incorporation or Organization) Cayman Islands 2300 Not Ap ...