Fossil Group Inc (STU:FSL)

Q4 2025 Fossil Group Inc Earnings Call Transcript

Mar 11, 2026 / 09:00 PM GMT

Release Date Price: €3.52 (+2.09%)

Transcript 10-K8-K

Key Points

Positve

Fossil Group Inc (FOSL) exceeded financial expectations for 2025, with net sales reaching $1 billion and a gross margin expansion of 380 basis points to 55.9%.
The company successfully implemented a full-price selling model, reducing discounts by over 50%, which improved profitability across channels.
Fossil Group Inc (FOSL) achieved a positive adjusted operating income of $11 million, marking a significant improvement from previous years.
The company has strengthened its balance sheet, reducing inventory levels by more than $200 million over the last three years.
Fossil Group Inc (FOSL) is focusing on innovation and product development, including the reintroduction of the 'Big Tic' and the launch of a new premium platform, 'Signature'.

Negative

Net sales for Q4 2025 declined by 20%, impacted by store closures and the exit of connected watches.
The company closed 49 stores in 2025, with plans to close approximately 15 more in 2026, indicating ongoing challenges in retail operations.
Despite improvements, Fossil Group Inc (FOSL) still faces challenges in achieving consistent top-line growth, with 2026 expected to be a low point in sales.
The company is navigating a complex geopolitical climate, particularly in the Middle East, which could impact operations.
Fossil Group Inc (FOSL) is still in the midst of a turnaround, with ongoing efforts needed to optimize the operating model and achieve long-term profitability.

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

FOSL.OQ - Fossil Group Inc
Q4 2025 Fossil Group Inc Earnings Call
Mar 11, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen, and welcome to the Fossil Group 4th quarter in full year 2025 earnings call. At this time, all parties are in listen-only mode. This conference call is being recorded and may not be reproduced in whole or in part without written permission from the company.

Now I will turn the call over to Christine Gray of the Blue Shirt Group to begin.

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Unidentified_2 [2]
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Hello, everyone, and thank you for joining us. With me on the call today is Franco Fogliato, Chief Executive Officer, and Randy Grebbin, Chief Financial Officer.

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