Samsonite International S.A. (SMSEY)
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Samsonite Group S.A. (SMSEY) Q4 2025 Earnings Call Transcript
Samsonite Group S.A. (SMSEY) Q4 2025 Earnings Call Transcript
Samsonite shareholders approve US dual listing
Samsonite shareholders on Thursday approved a set of resolutions designed to pave the way for a U.S dual listing, as the Hong Kong‑listed luggage maker seeks greater exposure to U.S. investors and improved share liquidity.
Samsonite Group S.A. (SMSEY) Q3 2025 Earnings Call Transcript
Samsonite Group S.A. (OTCPK:SMSEY) Q3 2025 Earnings Call November 12, 2025 9:00 AM EST Company Participants William Yue - Vice President of Investor Relations Kyle Gendreau - CEO & Executive Director Reza Taleghani - CFO, Executive VP & Treasurer Conference Call Participants Erwan Rambourg - HSBC Global Investment Research Chris Gao - CLSA Limited, Research Division Kin Shun Ling - Jefferies LLC, Research Division Presentation Operator Good morning, good afternoon and good evening, ladies and gentlemen.
Samsonite Group S.A. (SMSEY) Q4 2024 Earnings Call Transcript
Samsonite Group S.A. (OTCPK:SMSEY) Q4 2024 Results Conference Call March 13, 2025 8:00 AM ET Company Participants William Yue - Vice President, Investor Relations Kyle Gendreau - Chief Executive Officer Reza Taleghani - Chief Financial Officer Conference Call Participants Erwan Rambourg - HSBC Kai Sheng - Haitong Securities Dustin Wei - Morgan Stanley Operator Good morning, good afternoon, and good evening, ladies and gentlemen.
Samsonite: Look Beyond Flagship Brand And Travel Market
I stick to my bullish view for Samsonite International following an evaluation of the outlook for its non-flagship brands and its non-travel related operations. Tumi's premium positioning and geographical expansion in Europe and Asia are expected to boost Samsonite International's revenue and margins. Samsonite's non-travel segment, which offers backpacks and bags, is more profitable than its core travel business selling luggage in terms of gross margin.
Samsonite International: Watch Capital Return, Deleveraging Plans
Samsonite has the intention of completing its $200 million share buyback program before the current year ends. The company's net leverage ratio decreased from 2.15 times a year ago to 1.39 times as of June 30, 2024. I retain a Buy rating for Samsonite, as I have a favorable opinion of the company's initiatives relating to buybacks and debt reduction.
Samsonite International: Focus On Valuation Re-Rating Potential
SMSOF's top line growth is expected to accelerate in the remaining quarters of 2024. The proposed dual listing might help to narrow the valuation discount between Samsonite and the company's peers listed outside of Hong Kong. A Buy rating is awarded to Samsonite, considering its potential valuation re-rating driven by financial performance improvement and a dual listing.
