Half Year 2026 Moncler SpA Earnings Call Transcript
Key Points
- Moncler SpA (MONRF) reported a 9% increase in group revenues for the first half of 2026, reaching EUR 1.219 billion at constant FX.
- The Stone Island brand, which accounts for 16% of the group's turnover, saw an 11% increase in both H1 and Q2.
- The company achieved an EBIT of EUR 254 million with a margin of 19%, and a net result of EUR 165 million with a 12.8% margin.
- Moncler SpA (MONRF) has a strong net cash position, exceeding EUR 1.1 billion at the end of June.
- The company is focusing on strategic priorities such as building relevance in high-potential regions and expanding its brand dimensions, including Collection, Renovable, and Genius.
- The Moncler brand's growth in Q2 was only 3%, which is lower than the 9% growth in H1.
- The European market experienced an 8% decline, attributed to softer tourism flows and weak online performance.
- The company noted a 'buy now, wear now' consumer behavior, which may delay purchases of fall/winter collections.
- Online sales performance was weak in Europe, affecting overall digital sales growth.
- The company faces challenges in maintaining profitability due to unpredictable top-line growth and potential cost increases.
Good evening. This is the Color Scope Conference Operator.
Welcome and thank you for joining the Montclair First Half 2026 Financial Results Conference Call.
As a reminder, all participants are in listen-only mode, and 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 their telephone.
At this time, I would like to turn the conference over to Ms. Elena Mariani, Group Strategic Planning and Investor Relations Director. Please go ahead, Madam.
Good evening, everyone, and thank you for joining our call tonight on Montclair Group's first-half 2026 financial results.
Before starting, I need to remind you that this presentation may contain certain statements that are neither reported financial results nor other historical information.
Any forward-looking statements are based on group current
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