LANV Earnings

The earnings report highlights significant revenue declines across key regions and brands, decreased gross margins, and negative adjusted EBITDA. Despite operational efficiency improvements and leadership changes, macroeconomic challenges and supply chain issues persist. The Q&A section reveals unclear management responses and a lack of specific guidance, contributing to uncertainty. With no share buyback program to bolster investor confidence and a 23% overall revenue decline, the sentiment leans negative, likely resulting in a stock price drop of -2% to -8% over the next two weeks.

The earnings call highlights several negative factors such as a 20% revenue decline, macroeconomic headwinds, wholesale channel challenges, and integration issues. Although there are some positive aspects like improved gross profit margins and creative leadership, the lack of shareholder return plans and unclear management responses in the Q&A section further contribute to a negative sentiment. The market strategy involving aggressive retail adjustments and challenges in key regions like EMEA and Greater China also indicate potential risks. Overall, these factors suggest a likely negative stock price movement in the short term.