Q2 2026 Geox SpA Earnings Call Transcript

Jul 29, 2026 / 03:30 PM GMT

Release Date Price: $0.3269

Transcript

Key Points

Positve

Adjusted EBITDA improved significantly to approximately 13 million from 9 million in the same period last year, reflecting strong cost management.
Operating cost savings of 19.1 million were achieved in the first half of 2026 through efficiency measures.
Gross margin improved to 52.6% from 52.2% in the prior year, driven by better operational management and channel mix.
Bank debt reduced to 95 million from over 100 million year-over-year, with a target of 40-45 million by year-end 2026.
New product innovation, such as the Clima Sandal with ventilated cushioning technology, sold out 20,000 pairs quickly, indicating strong consumer demand.

Negative

Sales declined 8.8% on a comparable basis, with an 11.4% drop in the same period, impacted by a challenging market.
Retail channel sales fell 8.5%, partly due to reduced store traffic from macroeconomic and geopolitical conditions.
Wholesale revenue decreased from 100 million to 88 million, driven by order campaign reductions and client rationalization.
Digital wholesale platform sales dropped significantly by 8.6 million, due to market cleanup and reduced orders from Russia and key customers.
The market remains tough with ongoing headwinds from extreme weather events and credit risks among clients, limiting recovery.

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

GEO.MI - Geox SpA
Q2 2026 Geox SpA Earnings Call
Jul 29, 2026 / 03:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good evening. This is the Carscore conference operator. Welcome and thank you for joining the JEOC's first health 2026 financial results conference call.

As a reminder, all participants are in listen-only mode. After the presentation, there will be an opportunity to ask questions. Should anyone need assistance during the conference call, they may signal an operator by pressing star and zero on the telephone.

Let me introduce you to today's call speakers, the JEOX Group CEO, Mr. Francesco Di Giovanni, and the CFO, Mr. Andrea Maldi.

JEOX would like to remind that any forward-looking statements disclosed during this call involves risks, uncertainties, and other factors that may cause actual results to differ significantly from what

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.