| 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) |
| AEO_9bd88629 | wind down here at the beginning of the year and go to zero as we get to end of the year here; in the next several months | 2026-01-01 | 2026-12-31 | Completion of the exit from Quiet Logistics third-party business and full realization of the estimated $20 million in annual savings. | The exit is expected to generate $20 million in annual savings, with at least 50% realized in 2026, improving operating profit. It will also reduce total revenue by approximately $60 million annually. | Ticker | 2026-03-04 | earnings_transcript | AEO (ticker) |
| AEO_bcdbef80 | In 2026; this year | 2026-01-01 | 2026-12-31 | Completion of 25-30 American Eagle store closures and approximately 60 store remodels. | These actions aim to optimize the AE store fleet, improve productivity, and drive sales per square foot, contributing to the brand's profitability and overall financial performance. | Ticker | 2026-03-04 | earnings_transcript | AEO (ticker) |
| AEO_b9c9ac86 | next year (2026) | 2026-01-01 | 2026-12-31 | Opening of 35 new Aerie and OFFLINE stores. | This expansion supports the growth trajectory of Aerie and OFFLINE, which are key drivers of overall company revenue and customer acquisition. | Ticker | 2026-03-04 | earnings_transcript | AEO (ticker) |
| AEO_788742f7 | first and second quarters for impact; second half of the year for cycling and leverage | 2026-07-01 | 2026-12-31 | Cycling of elevated advertising spend and achievement of SG&A leverage in the second half of 2026. | Elevated advertising spend will pressure operating income in H1. Successful leverage in H2, as the company anniversaries the increased spend, is expected to improve operating margins and contribute to achieving the full-year operating profit guidance. | Ticker | 2026-03-04 | earnings_transcript | AEO (ticker) |
| AEO_661fe0a5 | as we move through 2026; as we get into peak spring break (Q1); test and scale for back-to-school (Q3) | 2026-01-01 | 2026-12-31 | Continued execution and success of American Eagle's product initiatives, including newness, fresh trends, and more frequent flows, particularly in women's apparel and new bottoms categories. | These initiatives are critical for driving ongoing sales improvement in the American Eagle brand, especially in the women's business, and for maintaining its market position amidst evolving denim trends and expanding into new categories. | Ticker | 2026-03-04 | earnings_transcript | AEO (ticker) |
| FOSL_0ef600a1 | fourth quarter | 2026-10-01 | 2026-12-31 | Fossil Group's anticipated return to positive year-over-year top-line sales growth. | This is a critical milestone for the turnaround plan, signaling a reversal of sales declines and a return to growth, which would significantly impact investor sentiment and valuation. | Ticker | 2026-03-11 | earnings_transcript | FOSL (ticker) |
| FOSL_b4d512b3 | full-year 2026 | 2026-01-01 | 2026-12-31 | Achievement of full-year 2026 financial targets, including worldwide net sales of $945M-$965M, 3%-5% adjusted operating margin, and breakeven free cash flow. | These are key profitability and cash flow targets for 2026, demonstrating improved financial health and progress in the turnaround plan, directly impacting valuation and investor confidence. | Ticker | 2026-03-11 | earnings_transcript | FOSL (ticker) |
| FOSL_1c5bd4bb | throughout the year | 2026-03-11 | 2026-12-31 | Continued rollout of additional BigTick watch collections following the initial successful launch earlier in the year. | Sustained momentum from the BigTick line is expected to drive sales, attract target consumers (millennial, Gen Z, male watch enthusiasts), and reinforce brand innovation, impacting revenue growth. | Ticker | 2026-03-11 | earnings_transcript | FOSL (ticker) |
| FOSL_b3f065c9 | later this year | 2026-07-01 | 2026-12-31 | Introduction of 'Signature,' Fossil's first premium watch platform in over a decade. | This initiative aims to elevate the brand's positioning, attract watch enthusiasts and collectors, and potentially improve average selling prices and gross margins, contributing to profitability. | Ticker | 2026-03-11 | earnings_transcript | FOSL (ticker) |
| FOSL_7a1a0dd7 | In 2026 | 2026-01-01 | 2026-12-31 | Expansion of product assortment, entry into premium price points, introduction of limited editions, and increased distribution (new wholesale doors, new Fossil retail stores) in India. | India is identified as a significant strategic growth market; these initiatives are expected to drive substantial sales growth and market share in this key geography. | Ticker | 2026-03-11 | earnings_transcript | FOSL (ticker) |
| FOSL_e1206c89 | another year (2026) | 2026-01-01 | 2026-12-31 | Continued reduction in SG&A expenses and achievement of SG&A leverage. | Ongoing cost control and operational efficiencies are vital for improving operating margins and driving profitability, supporting the long-term financial goals of the turnaround plan. | Ticker | 2026-03-11 | earnings_transcript | FOSL (ticker) |
| GAP_3dbf413b | 2026 will be about positioning the brand for sustainable growth in the years ahead. negative mid-to-high single-digit sales declines for Athleta in the first half of the year, and the team is hard at work on the second half. | 2026-07-01 | 2026-12-31 | Progress and sales trajectory of Athleta's brand reinvigoration efforts, particularly in the second half of 2026, under new leadership. | Improved performance at Athleta could reverse sales declines and contribute to overall company growth and profitability, while continued struggles would be a drag on results and investor sentiment. | Ticker | 2026-03-05 | earnings_transcript | GAP (ticker) |
| GAP_00d617ce | launching an expanded accessory line for holiday. | 2026-10-01 | 2026-12-31 | Launch of an expanded accessory line for the holiday season. | A successful launch could capture a larger share of the accessories market, drive traffic, and improve margins, validating the strategy of expanding into underdeveloped categories and enhancing wardrobing capabilities. | Ticker | 2026-03-05 | earnings_transcript | GAP (ticker) |
| GAP_d901484c | building momentum, deepening relationships and creating long-term value across our portfolio. | 2026-03-05 | 2027-03-05 | Customer adoption and engagement with the newly reimagined Encore loyalty program, and its effectiveness in deepening customer relationships and driving value. | Strong engagement could enhance customer loyalty, drive repeat purchases, and provide valuable data for personalized marketing, leading to increased sales and long-term value. | Ticker | 2026-03-05 | earnings_transcript | GAP (ticker) |
| GAP_daa0c208 | If the Section 122 tariffs stay in place for the year or expire in July | 2026-07-01 | 2026-12-31 | Clarity and resolution regarding the Section 122 tariffs, specifically whether they expire in July 2026 or remain in place for the full year. | Expiration of tariffs in July would provide an incremental benefit to current plans, improving gross and operating margins, while their continuation would maintain existing cost pressures and impact profitability. | Theme | 2026-03-05 | earnings_transcript | GAP (ticker) |
| GAP_f14b7060 | accelerate the rollouts of our new store formats in 2026 | 2026-01-01 | 2026-12-31 | Acceleration of new store format rollouts for Gap and other brands, and the market's reception to these updated experiential store concepts. | Successful new store formats could drive increased customer traffic, enhance brand relevance, and boost sales, contributing to overall revenue growth and improved in-store experience. | Ticker | 2026-03-05 | earnings_transcript | GAP (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) |
| FOSL_009345a2 | In 2028 | 2028-01-01 | 2028-12-31 | Achievement of mid-single-digit sales growth, high single-digit adjusted operating margins, and positive free cash flow for the full year 2028. | These are the long-term financial goals for the company, indicating the full success and sustainability of the turnaround plan, which would significantly enhance shareholder value. | Ticker | 2026-03-11 | earnings_transcript | FOSL (ticker) |
