| 1913.HK_c0c41883 | a period of turmoil in Middle East. We do not know what will happen, but we hope it will be short. | 2026-03-05 | 2026-12-31 | Ongoing geopolitical turmoil in the Middle East impacting store operations and customer spending in the region. | Uncertainty regarding the duration and severity of the situation could materially impact regional sales, store traffic, and overall investor sentiment. | Theme | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_45359135 | growth normalization journey that will continue during 2026 | 2026-01-01 | 2026-12-31 | Miu Miu's growth trajectory is expected to normalize in 2026, with single-digit growth in H1 due to high prior-year comparables, aiming for solid full-year growth. | Miu Miu has been a key growth driver; its ability to maintain solid growth despite normalization and challenging comps will impact group revenue and investor confidence. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_88670aef | will continue to experience in 2026 | 2026-01-01 | 2026-12-31 | The group expects to continue facing meaningful foreign exchange pressure throughout fiscal year 2026. | Adverse FX movements can negatively impact reported revenues and profitability, potentially diluting organic growth and margin improvements, affecting financial results. | Theme | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_71d4b7b1 | expect to complete the separation from Capri Holdings in H2 | 2026-07-01 | 2026-12-31 | The completion of Versace's operational and structural separation from Capri Holdings. | Finalizing the separation is essential for fully integrating Versace into the Prada Group, enabling streamlined operations, unlocking synergies, and implementing strategic plans. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_606c1567 | 2026 will be a year of transition | 2026-01-01 | 2026-12-31 | Versace is expected to experience a mid-to-high single-digit top-line contraction in 2026 due to strategic channel repositioning, including discontinuing sub-brands and stricter discounting. | This planned revenue reduction is a necessary step for building a healthier, more profitable, and sustainable long-term business for Versace, impacting short-term group revenue. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_04ab6628 | EBIT loss will not be too dissimilar from the one incurred in fiscal year '25. The target is to limit that to a 2-digit figure. | 2026-01-01 | 2026-12-31 | Versace is expected to incur an EBIT loss in fiscal year 2026, targeted to be a two-digit figure and comparable to 2025. | The magnitude of Versace's operating loss will directly impact the group's overall profitability and EBIT margin in 2026, requiring mitigation efforts. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_e3b91b87 | our expectations are for a solid year | 2026-01-01 | 2026-12-31 | Prada brand is expected to achieve a 'solid year' of growth in 2026, following a positive performance in Q4 2025. | Continued strong performance from the flagship Prada brand is vital for overall group revenue, demonstrating the success of ongoing investments and market strategies. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_fe20162f | We remain committed to continue to deliver some degree of organic margin progression on a yearly basis. | 2026-01-01 | 2026-12-31 | The Prada Group aims to deliver some degree of organic margin progression on a yearly basis in 2026. | Achieving organic margin improvement demonstrates effective cost management and operating leverage, which is crucial for overall profitability and investor confidence, especially amidst FX headwinds. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_aca756d8 | at the end of 2026, the big progression in terms of space expansion for Miu Miu is basically over. | 2026-01-01 | 2026-12-31 | Miu Miu's significant store expansion phase, which includes adding 5 to 10 stores in 2026, is expected to conclude by the end of 2026. | The completion of this expansion shifts the brand's growth drivers from new space to existing store productivity and like-for-like sales, impacting future capital allocation and revenue trajectory. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| CFR.SW_70d13e7c | over the coming year | 2026-06-03 | 2027-06-03 | Opening of new jewelry ateliers in Paris and Valenza, Italy. | These investments in manufacturing capabilities are intended to support long-term growth and enhance craftsmanship, potentially impacting future supply and quality for the Jewellery Maisons. | Ticker | 2026-05-22 | earnings_transcript | CFR.SW (ticker) |
| CFR.SW_7ff0c8bd | still unfolding | 2026-06-03 | 2027-06-03 | Ongoing macroeconomic volatility and the unfolding consequences of the conflict in the Middle East. | This macro dependency can materially impact customer spending, regional demand, and operational costs, affecting overall results and investor sentiment. | Theme | 2026-05-22 | earnings_transcript | CFR.SW (ticker) |
| CFR.SW_6ba29978 | still in discussions | 2026-06-03 | 2027-06-03 | Ongoing discussions between the Swiss government and the United States regarding a finalized trade agreement, including new proposed tariffs. | The outcome of these discussions could affect future tariff liabilities and trade conditions for Swiss luxury goods, impacting Richemont's costs and pricing. | Theme | 2026-05-22 | earnings_transcript | CFR.SW (ticker) |
| 1913.HK_b3d43c60 | At the beginning of the year, we'll present Pieter's first collection showcasing the new creative vision | 2027-01-01 | 2027-03-31 | The presentation of Pieter Mulier's inaugural collection for Versace, revealing the brand's new creative vision. | This collection is a crucial milestone for re-establishing Versace's brand identity and desirability, serving as a foundation for future sales growth and market perception. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
| 1913.HK_fd6a46e4 | our target is to resume progressive improvement from 2027 | 2027-01-01 | 2027-12-31 | Versace's EBIT margin is targeted to begin progressive improvement starting from 2027. | This signals the anticipated turnaround in Versace's profitability, driven by strategic actions, and is expected to contribute positively to the group's overall margins in the medium term. | Ticker | 2026-03-05 | earnings_transcript | 1913.HK (ticker) |
