LANV Earnings Prediction
The chart below shows how LANV performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LANV sees a +0.00% change in stock price 10 days leading up to the earnings, and a +0.00% change 10 days following the report. On the earnings day itself, the stock moves by +0.00%. This data can give you a slight idea of what to expect for the next quarter's release.
LANV Key Earning Data
2024/Q4
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Gross Margin
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Net Margin
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LANV Earnings Analysis
Lanvin Group Holdings Limited Corporation (LANV.N) Earnings Conference Call
Positive
Revenue and Profit Margin: Lanvin Group's revenue in the first half of 2024 was €171 million, with a gross profit margin that remained steady, down just 1% to €38 million.
Gross Profit Margin Improvement: Lanvin's gross profit margin increased from 56% to 58% due to higher full-price sell-through and strategic inventory management, despite a 15% revenue decline.
Gross Margin Improvement: St. John saw a significant improvement in gross margin from 62% to 69%, attributed to higher full-price sell-through and better channel mix, alongside a contribution profit margin increase from 11% to nearly 12%.
Revenue and Profit Growth: Caruso experienced only a slight revenue decline of 1%, while its episode Caruso product line grew by 21%, and gross profit margin increased from 26% to 29%.
Gross Profit Margin Decline: Sergio Rossi's gross profit margin saw a modest decline of only 2%, while maintaining a positive contribution profit of just under €1 million, indicating effective cost management despite a challenging wholesale environment.
Negative
Revenue Decline Analysis: Group revenue in the first half of 2024 was €171 million, representing a decrease of 20%.
Logistics Integration Challenges: Wolford experienced significant revenue impact due to integration issues with its new logistics provider, leading to shipment delays and out-of-stock situations.
Revenue Decline Analysis: Sergio Rossi saw a revenue decline of 38% in the first half, with wholesale revenue down 60% overall due to market stagnation and planned reduction of third-party production.
Regional Revenue Declines: EMEA and Greater China experienced the largest revenue decreases at 27% and 24% respectively, while D2C revenue decreased by 14% and wholesale revenue was down 30%.
Contribution Profit Decline: Contribution profit for the Group decreased to a loss of €42 million, reflecting continued investment in marketing and reduced absorption of retail overhead from lower revenue.
LANV FAQs
How does LANV typically perform around its earnings report dates?
Is Lanvin Group Holdings Limited (LANV) Q2 2024 Earnings Call Summary positive or negative?
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LANV Earning Call Sentiment
Lanvin Group Holdings Limited (LANV) Q2 2024 Earnings Call Transcript
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LANV.N
-0.49%Positive
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.
