Lifetime Brands Inc (FRA:LH1)
€ 7.55 -0.55 (-6.79%) Market Cap: 182.96 Mil Enterprise Value: 400.46 Mil PE Ratio: 6.50 PB Ratio: 0.98 GF Score: 54/100

Q3 2025 Lifetime Brands Inc Earnings Call Transcript

Nov 6, 2025 / 04:00 PM GMT
Release Date Price: €2.54 (+3.25%)

Key Points

Positve
  • Lifetime Brands Inc (LCUT) has successfully implemented a tariff mitigation strategy, which is now fully in place and performing as intended.
  • The company has expanded its sourcing in Mexico and Southeast Asia, providing flexibility in its supply chain.
  • Lifetime Brands Inc (LCUT) has seen a favorable all-in cost basis from China for many product categories, which is expected to improve further with a 10% tariff reduction.
  • The company's international segment showed progress on both top and bottom lines, benefiting from strategic shifts towards major retailers in Australia, New Zealand, and Europe.
  • Liquidity remains solid at $51 million, allowing the company to continue investing selectively in areas that will drive long-term profitability and shareholder value.
Negative
  • Lifetime Brands Inc (LCUT) reported a net loss of $1.2 million for the third quarter of 2025, compared to a net income of $0.3 million in the same period of 2024.
  • Consolidated sales declined by 6.5% to $171.9 million, with the US segment sales decreasing by 7.1%.
  • The company experienced a decline in unit sales due to dampened consumer demand and a shift in the timing of retailer orders.
  • Gross margin decreased to 35.1% from 36.7%, primarily due to higher selling prices to offset tariffs.
  • The current macroeconomic backdrop and end market environment remain challenging, with a slightly downtrend expected for the holiday season.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LCUT.OQ - Lifetime Brands Inc
Q3 2025 Lifetime Brands Inc Earnings Call
Nov 06, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Okay Good morning ladies and gentlemen, and welcome to the Lifetime Brand's 3rd quarter 2025 earnings conference call.

At this time I would like to inform all participants that their lines will be in a listen-only mode.

After the speaker's remarks, there will be a question-and-answer portion of the call.

If you would like to ask a question during this time, please press star one on your touchstone telephone.

Please note that this conference is being recorded.

I would now like to introduce our host for today's conference, Jamie Kirchian.

Mr. Kurchin, you may go ahead now.

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Unidentified_2
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