Fossil Group, Inc., along with its subsidiaries, specializes in the global design, development, marketing, and distribution of consumer fashion accessories. Its extensive ...
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Est. EPS $-0.10 · Revenue $246.87M · 1 analysts
Est. EPS $-1.60 · Revenue $964.24M · 1 analysts
Est. EPS $0.11 · Revenue $282.89M · 1 analysts
Est. EPS $0.10 · Revenue $229.30M · 1 analysts
EPS $-0.33 · Revenue $233.29M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.0B | -12.3% | -6.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-78.3M | +23.7% | -1208.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +56.1% | +7.5% | +4.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +2.3% | +125.3% | -75.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -7.8% | +13.1% | -1302.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-60.5M | -251.4% | +55.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -6.0% | -272.6% | +52.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 274.4% | +29.2% | +8.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.55x | -8.7% | +2.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $689.3M | -9.7% | -0.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.45 vs -3.98 | +63.5% | -0.18 vs -0.35 | +49.3% |
| Revenue Surprise | $1.0B vs $973.1M | +3.2% | $209.7M vs $199.3M | +5.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Edwards Pamela J | director | Common Stock | A | 7,208 | $5.58 |
| Aug 18, 2026 | Tifford Gail B | director | Common Stock | D | 55,669 | $5.49 |
| May 18, 2026 | Schoppert Wendy Lee | director | Common Stock | A | 24,331 | $4.14 |
| Apr 15, 2026 | Fogliato Franco | director, officer: CEO | Performance Stock Units | A | 750,000 | — |
| Apr 15, 2026 | Greben Randy J | officer: CFO | Performance Stock Units | A | 225,000 | — |
Operator: Good afternoon, ladies and gentlemen, and welcome to the Fossil Group Second Quarter 2026 Earnings Call. [Operator Instructions] This conference call is being recorded and may not be reproduced in whole or in part without written permission from the company. Now I'll turn the call over to Christine Greany of The Blueshirt Group to begin. Christine Greany: Hello, everyone, and thank you for joining us. With me on the call today is Franco Fogliato, Chief Executive Officer, and Randy Greben, Chief Financial Officer. Before we begin, I would like to remind you that information made available during this conference call contains forward-looking information and actual results could differ materially from those that will be discussed during this call. Fossil Group's policy on forward-looking statements and additional information concerning a number of factors that could cause actual results to differ materially from such statements is readily available in the company's Form 8-K, 10-Q, and 10-K reports filed with the SEC. In addition, Fossil assumes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law. During today's call, we will refer to constant currency results as well as certain non-GAAP financial measures. Please note that you can find reconciliation of actual results to constant currency results and other information regarding non-GAAP financial measures discussed on this call in Fossil's earnings release, which is available on the Fossil website, was filed today on Form 8-K, and is available in the Investors section on fossilgroup.com. With that, I'll now turn the call over to Franco to begin. Franco Fogliato: Good afternoon. Thank you, Christine, and welcome, everyone. We're pleased to deliver another quarter of strong financial performance, which reflects the compounding benefits of our turnaround plan and disciplined execution. Our Q2 net sales totaled $211 million, led by strength in key brands, channels, and geographies, which is setting the stage for our return to top-line growth in the fourth quarter of this year. Gross margins of 62.4% were above our expectation, largely attributable to our full-price selling model, and adjusted operating income doubled versus a year ago, coming in at $8.6 million. These standout results and continuing momentum enables us to confidently raise our full-year outlook, underscoring the strength of our turnaround pillars and our commitment to driving durable growth and value creation. During the quarter, we saw notable strength in two of our biggest and most scalable markets, the U.S. and India. From a regional perspective, the Americas region stabilized and was highlighted by mid-single-digit growth in the U.S. and the Asia region increased 4% with strong double-digit growth in India. Solid performance in these two regions is particularly gratifying given the headwinds we're seeing …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Franco Fogliato | Chief Executive Officer & Director | USD 2,554,904 | Male | 1969 | Active |
Randy J. Greben | Chief Financial Officer | USD 1,193,215 | Male | 1978 | Active |
Melissa Lowenkron | Chief Brand Officer | USD 749,808 | Female | 1975 | Active |
Antonio Carriero | Chief Digital Information Officer & GM of EMEA | — | Male | 1971 | Active |
Randy S. Hyne | Chief Legal Officer & Corporate Secretary | — | Male | 1967 | Active |
Laks Lakshmanan | Chief Supply Chain Officer | — | Male | 1979 | Active |
Shannon Freeze | Chief People & Communications Officer | — | Female | 1970 | Active |
Fossil is closing unprofitable stores and renewing leases on profitable ones to improve margins. I am focused on margin expansion through operational streamlining, despite ongoing balance sheet concerns. An IPO of Fossil's Indian unit could unlock capital, reduce debt, and create new funding opportunities.
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