Movado Group, Inc. (MOV) Q3 2026 Earnings Call Transcript
Movado Group, Inc. ( MOV ) Q3 2026 Earnings Call November 25, 2025 9:00 AM EST Company Participants Allison Malkin - Senior Managing Director Efraim Grinberg - Chairman & CEO Sallie DeMarsilis - Executive VP & CFO Conference Call Participants Hamed Khorsand - BWS Financial Inc. Presentation Operator Good day, everybody, and welcome to the Movado Group Third Quarter Fiscal 2026 Earnings Call. As a reminder, today's call is being recorded and may not be reproduced in full or in part without permission from the company.
Movado Group: Time To Be Cautious (Downgrade)
Movado Group, Inc. delivered solid Q2 revenue growth and outperformed the S&P 500 since my last upgrade, but faces near-term headwinds. Tariffs and a likely U.S. recession are my primary concerns, impacting both demand and direct costs for Movado's imported goods. Management is proactively cutting costs, raising prices, and building inventory to mitigate tariff impacts, but these measures may pressure demand.
Movado Group, Inc. (MOV) Q2 2026 Earnings Conference Call Transcript
Movado Group, Inc. (NYSE:MOV ) Q2 2026 Earnings Call August 28, 2025 9:00 AM ET Company Participants Allison C. Malkin - Senior Managing Director Efraim Grinberg - Chairman & CEO Sallie A.
Movado Group: The Bottom May Soon Be In
Movado Group's shares have declined sharply, but industry conditions are stabilizing and the company's balance sheet remains strong with a large net cash position. Recent financials show continued revenue and profit declines, yet valuation is attractive, especially on an EV/EBITDA basis relative to peers. Management's lack of guidance and tariff uncertainty pose risks, but resilience in key consumer segments and new product momentum are positives.
Movado Group Looks Undervalued, But The Market May Be Right To Hesitate
Movado's diversified brand portfolio and strong balance sheet provide resilience, but core business faces weakening demand and macro headwinds. Q1 results showed declining revenue, shrinking margins, and concerning inventory build, despite cost controls and no debt. Dividend payout is unsustainable; I recommend a cut to preserve capital for operational needs and future growth initiatives.
Movado Group, Inc. (MOV) Q1 2026 Earnings Call Transcript
Movado Group, Inc. (NYSE:MOV ) Q1 2026 Earnings Conference Call May 29, 2025 9:00 AM ET Company Participants Allison Malkin - Investor Relations, ICR Inc. Efraim Grinberg - Chairman and Chief Executive Officer Sallie DeMarsilis - Executive Vice President and Chief Financial Officer Conference Call Participants Hamed Khorsand - BWS Financial Operator Good day, everybody. And welcome to Movado's First Quarter and Fiscal Year 2026 Earnings Call.
Movado (MOV) Earnings Expected to Grow: What to Know Ahead of Q1 Release
Movado (MOV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Movado Group's Q4 Earnings Beat Estimates, Gross Margin Expands Y/Y
MOV's fiscal fourth-quarter results reflect higher year-over-year sales. Also, the gross margin expanded 70 basis points to 54.2% from 53.5% in the prior-year quarter.
Movado Group, Inc. (MOV) Q4 2025 Earnings Call Transcript
Movado Group, Inc. (NYSE:MOV ) Q4 2025 Earnings Conference Call April 16, 2025 9:00 AM ET Company Participants Allison Malkin - IR, ICR Efraim Grinberg - Chairman and CEO Sallie DeMarsilis - EVP, COO and CFO Conference Call Participants Hamed Khorsand - BWS Financial Operator Good day, everybody, and welcome to Movado Group, Inc. Fourth Quarter Fiscal Year 2025 Earnings Conference Call. As a reminder, today's call is being recorded and may not be reproduced in full or in part without permission from the company.
Movado (MOV) Stock Jumps 7.4%: Will It Continue to Soar?
Movado (MOV) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Movado Group, Inc. (MOV) Q3 2025 Earnings Call Transcript
Movado Group, Inc. (NYSE:MOV ) Q3 2025 Earnings Call Transcript December 5, 2024 9:00 AM ET Company Participants Allison Malkin - ICR Efraim Grinberg - Chairman and CEO Sallie DeMarsilis - EVP, COO and CFO Conference Call Participants Michael Legg - The Benchmark Company Operator Good day, everybody, and welcome to the Movado Group, Incorporated Third Quarter Fiscal Year 2025 Earnings Conference Call. As a reminder, today's call is being recorded and may not be reproduced in full or in part without permission from the company.
Movado Q2: Higher Marketing Spend Shows Little Returns So Far
Watch designer and seller Movado's Q2 results came in mixed compared to expectations, but the lowered FY2025 outlook underlines poor returns from the increased marketing spend so far. Movado's "When I Move You Move" brand ambassador campaign needs to pay off, and while brand Google searches show stabilization, the brand is still far from good growth. The MOV stock remains unattractive in a base scenario, where the brand's sales remain stagnant and Movado keeps too high cash on its balance sheet.
