Samsonite Group S.A. (SMSEY) Q4 2025 Earnings Call Transcript

SA Transcripts159.06K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Samsonite Group S.A. (SMSEY) Q4 2025 Earnings Call March 19, 2026 8:01 PM EDT Company Participants Alvin ConcepcionKyle Gendreau - CEO & Executive DirectorThomas Pizzuti - Chief Financial Officer Conference Call Participants Kin Shun Ling - Jefferies LLC, Research DivisionAkshay Gupta - HSBC Global Investment ResearchPerry Yeung - UBS Investment Bank, Research Division Presentation Operator Good morning, good afternoon and good evening, ladies and gentlemen. Welcome to Samsonite Group 2025 Annual Results Conference Call. [Operator Instructions]. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Alvin Concepcion, Vice President of Investor Relations. Thank you. Please go ahead, sir.

Alvin Concepcion Thank you. Welcome to the Samsonite Group Fourth Quarter Conference Call. On the call with us today are Kyle Gendreau, Chief Executive Officer; and Tom Pizzuti, Chief Financial Officer. Before starting today's call, we would like to remind you that any forward-looking statements made on the call involve risks and uncertainties that are subject for the company's provisions as stated in disclaimers in the company's press release and earnings announcement and that actual results can differ materially from those described in the forward-looking statements. With that, I'll now turn the call over to Kyle. Kyle GendreauCEO & Executive Director Okay. Thanks, Alvin. Thanks, everyone, for joining us. We're sitting here in New York in our TUMI offices, and we're happy to talk about Q4. I'm on Page 5 of the deck. In Q4, we returned to positive net sales growth for our business. Our net sales increase on a reported basis, 2.2% and approximately 1% on a constant currency basis. The chart to the right of the page, you can see the sequential improvement that we were talking about as we exited Q2 into Q3 and then