ZGN Earnings Prediction
The chart below shows how ZGN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ZGN sees a +2.89% change in stock price 10 days leading up to the earnings, and a -2.11% change 10 days following the report. On the earnings day itself, the stock moves by -1.13%. This data can give you a slight idea of what to expect for the next quarter's release.
ZGN Key Earning Data
2024/Q4
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ZGN Earnings Analysis
Ermenegildo Zegna NV Corporation (ZGN.N) Earnings Conference Call
Positive
Revenue Growth Analysis: Q4 2024 revenue grew by 3%, both organic and reported, driven by a 7% organic growth in the Zegna brand and an 8% organic growth in the direct-to-consumer channel at the group level.
North America Organic Growth: North America delivered a remarkable 15% organic growth in Q4, significantly outperforming the group average, with strong contributions from the Zegna brand.
Direct-to-Consumer Revenue Growth: The Zegna brand's direct-to-consumer revenues increased by 9% organic in Q4, with double-digit growth reported in the Americas, Europe, and the Middle East.
EMEA Region Organic Growth: The EMEA region recorded a 5% organic growth in Q4, bolstered by double-digit growth at the Zegna brand and Comfort Fashion, despite challenges faced by Thom Browne.
Comfort Fashion B2C Growth: The Comfort Fashion segment achieved a 9% organic growth in the B2C channel in Q4, with strong double-digit growth in EMEA and solid performance in the U.S.
Negative
Segment Revenue Decline: Thom Browne segment revenues declined by 4% in Q4, indicating ongoing challenges in transitioning to a DTC-driven model despite some improvements in the trajectory compared to earlier quarters.
Textile Revenue Decline: Textile product line revenues fell by 13% organic in Q4, consistent with Q3 performance, primarily due to decreased demand from luxury goods brands outside the group.
Greater China Revenue Decline: Greater China region revenues dropped by 11% in Q4, a significant decline from the previous year's performance, reflecting ongoing market volatility and uncertainty.
Wholesale Revenue Decline: Wholesale revenues across all brands decreased by 7% in Q4, driven by a decline in demand and the conversion of some wholesale stores to retail, indicating challenges in the wholesale channel.
Brand-Dependent Revenue Growth: Despite a 3% overall revenue growth in Q4, the performance was heavily reliant on specific brands, with the overall market sentiment remaining uncertain and challenging.
ZGN FAQs
How does ZGN typically perform around its earnings report dates?
Is Ermenegildo Zegna NV (ZGN) Q4 2024 Earnings Call Summary positive or negative?
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ZGN Earning Call Sentiment
Earnings call transcript: Zegna's Q4 2024 revenue up 3%, eyes China cautiously
ZGN.N
0.56%Positive
The earnings call presented mixed signals. While the financial performance showed some growth, particularly in North America, and positive signs for Tom Ford, challenges remain with the decline in Greater China and wholesale revenues. The cautious 2024 revenue outlook and lack of shareholder return plans are concerning. The Q&A revealed optimism for 2025 but also highlighted management's reluctance to disclose specific details, which may create uncertainty. Given the market cap, the stock price is likely to remain stable, resulting in a neutral prediction.
