FOSL's Q3 loss widens year over year, pressured by direct-to-consumer weakness and store closures, while management reaffirmed full-year guidance and completed a key balance sheet restructuring.
Fossil Group, Inc. ( FOSL ) Q3 2025 Earnings Call November 13, 2025 5:00 PM EST Company Participants Franco Fogliato - CEO & Director Randy Greben - Chief Financial Officer Conference Call Participants Christine Greany - The Blueshirt Group, LLC Francesco Marmo Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Fossil Group Third Quarter 2025 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.
FOSL gains momentum with stronger liquidity, cost efficiency, product innovation, and renewed brand appeal, driving profitability.
After dropping for years, Fossil Group's price saw a massive and sudden jump up following its Q2 2025 results as the impact of the company's turnaround plan started to show. The company has delivered strong cost controls and three consecutive quarters of operating profit, moving it closer to the target of a 10% operating margin. Fossil also upgraded its profit outlook for 2025, marking a possible return to profitability after two years of losses.
Fossil trims losses in Q2 2025 as margins improve and costs fall while raising its full-year outlook and securing a refinancing deal to bolster liquidity.
Fossil Group reported better-than-expected second quarter results and raised full-year projections. However, the company remains in the very early innings of a multi-year turnaround plan. More importantly, the company managed to refinance key debt obligations well ahead of their 2026 maturities thus providing plenty of runway for management's turnaround efforts. Even with the stock price approaching 52-week highs, the company's valuation remains deeply discounted.
Fossil Group, Inc. (NASDAQ:FOSL ) Q2 2025 Earnings Conference Call August 13, 2025 5:00 PM ET Company Participants Christine Greany - IR, The Blueshirt Group, LLC Franco Fogliato - CEO & Director Randy J. Greben - Chief Financial Officer Conference Call Participants Francesco Marmo - Maxim Group Operator Good afternoon, ladies and gentlemen, and welcome to the Fossil Group Second Quarter 2025 Earnings Call.
Fossil's rating upgrade reflects early success in its turnaround plan, improved margins and renewed brand energy.
FOSL incurs a Q1 loss, with strong watch sales and margin gains driving its turnaround plan, despite headwinds from weak DTC sales.
Fossil Group, Inc. (NASDAQ:FOSL ) Q1 2025 Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Christine Greany - The Blueshirt Group Franco Fogliato - Director & CEO Randy Greben - CFO Conference Call Participants Operator Good afternoon, ladies and gentlemen, and welcome to the Fossil Group First Quarter 2025 Earnings Call. At this time, all parties are in listen-only mode.
ExxonMobil and NextEra Energy serve the U.S. energy market but diverge in strategy; Exxon focuses on fossil fuels, while NextEra leads in renewables. ExxonMobil's integrated model and low-cost operations offer resilience amid tariff tensions and falling oil prices, making it a near-term value play. NextEra's growth in renewables and steady cash flow from Florida Power & Light are appealing, but tariff exposure and rising costs add execution risk.
Fossil's Q4 earnings improve year over year with cost cuts and margin expansion despite weak consumer demand and sales decline from store closures and smartwatches.