IPAR
Interparfums, Inc.83.55
+0.37+0.45%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A adds 2026 brand, geo details
Q&A delivered granular 2026 visibility: GUESS, Lacoste, and Cavalli set to outperform on flankers, while Jimmy Choo, Coach, and Montblanc grow moderately ahead of 2027 blockbusters. Management confirmed bandwidth for more licenses, actively chasing major brands to refresh the tail. Early-year trends mixed—U.S. robust, Northern Europe sluggish, China slow—but inventories low and reorders brisk. Q4 margins eroded extra from tariffs, FX, channel mix; flat full-year via H2 mitigations. Promotions edged up slightly, but minor. Guidance holds conservatively. Watch flanker reception.
Key Stats
Market Cap
2.68BP/E (TTM)
16.29Basic EPS (TTM)
5.13Dividend Yield
0.04%Recent Filings
8-K
2026 guidance: sales +1%, EPS -5%
Interparfums issued initial 2026 guidance projecting net sales of $1.48B, up 1% from $1.47B 2025 estimates, yet diluted EPS falling 5% to $4.85 amid tariffs, Boucheron license expiry, and new brand investments. Management prioritizes consolidation while gearing up launches for Off-White and Longchamp in 2027. Macro headwinds persist, but pricing offsets some pressures. 2027 shapes up stronger.
10-Q
Q3 FY2025 results
Interparfums posted Q3 net sales of $429.6M, up 1% y/y, with European operations driving 5% growth via Jimmy Choo and Lacoste while U.S. dipped 6% post-Dunhill exit. Gross margin held at 63.5% despite tariffs, operating income rose to $108.6M (up 2% y/y, 25.3% margin), and diluted EPS hit $2.05 on steady 32.1M shares. YTD sales gained 1% to $1.1B, operating income up 2% to $242.8M, EPS flat at $4.36; cash flow from operations jumped to $68.4M, less $22.9M capex (FCF $45.5M derived). Cash plus short-term investments stood at $187.9M against $196.9M long-term debt; recent Longchamp license signed July 2025 through 2036. License renewals remain vital.
8-K
Q3 sales up 1%, guidance refined
Interparfums posted Q3 net sales of $430M, up 1% from $425M, with operating income rising 2% to $109M despite tariff pressures trimming gross margins by 40 bps to 63.5%. Full-year 2025 guidance refined to $1.47B sales (+1%) and $5.12 diluted EPS (flat YoY), citing macro headwinds yet banking on holiday momentum. French subsidiaries merge in December. Solid balance sheet shines.
8-K
Q3 sales up 1%
Interparfums reported third-quarter net sales of $430 million, up 1% from last year, with European operations surging 5% on Jimmy Choo's 16% growth and Lacoste hitting $100 million pace. US sales dipped 6%, hit by Dunhill's phase-out, yet Roberto Cavalli soared 44%. Management eyes Q4 rebound via pricing hikes and innovations, despite macro headwinds. Momentum builds.
8-K
Board expands with industry experts
Interparfums expanded its board from nine to eleven members at the September 10, 2025 annual meeting, electing Patrick Bousquet-Chavanne and Herve Bouillonnec alongside re-electing incumbents. Bousquet-Chavanne brings 35 years of FMCG and retail leadership from Estee Lauder and LVMH, while Bouillonnec, the company's Chief Commercial Officer, adds deep fragrance expertise. Shareholders also approved executive compensation and hook share cancellation. This bolsters governance with fresh industry insights.
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