NASDAQ$FOSL

Fossil Group Inc. · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Fossil reported Q3 2025 net sales of $270.2M with a net loss of $39.9M and diluted EPS of $(0.76).

Net sales fell 6.1% (7.1% constant currency) with a smaller store base; wholesale rose 4% while direct-to-consumer declined sharply. GAAP net loss was $39.9 million as restructuring and impairments continued. Management is rationalizing stores and focusing on licensed brands.

  • Q3 sales $270.2M; store count -18.7% YoY.
  • Wholesale +4%; DTC comps -21.5%.
  • DIESEL and ARMANI EXCHANGE grew.
  • Restructuring charges ongoing.

Headline financials

Total Revenue

$270M

Previous: $288M-6.1%
EPS (adj)

-$0.76

Previous: -$0.60-26.7%
Operating Margin

-8.0%

Previous: -8.5%+5.9%
Inventory

$167M

Previous: $226M-26.3%
SG&A Expenses

$147M

Previous: $161M-8.8%
OpEx % of Net Sales

57.0%

Previous: 57.9%-1.6%
Adjusted EBITDA

-$15M

Previous: -$15.6M+3.8%
Gross Margin

49.0%

Previous: 49.4%-0.8%
Total Operating Expenses

$154M

Previous: $167M-7.6%
Capital Expenditures

-$1.43M

Previous: -$4.72M+69.7%
Net Income

-$40M

Previous: -$31.9M-25.4%
Operating Income

-$21.7M

Previous: -$24.5M+11.3%
Gross Profit

$132M

Previous: $142M-6.9%

Revenue & EPS history

Fossil · Revenue · Quarterly

$270M

Q3 2025-6.1%vs Q3 2024
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Revenue by segment

Fossil · $225M total across 4 segments · Q1 2026

  • Watches
    $190M
  • Jewelry
    $20.1M
  • Leathers
    $10.6M
  • Other
    $3.52M

Forward guidance

Consumer brands focus on pricing, productivity, and portfolio simplification into FY26.

Tailwinds

  • Organic growth initiatives.
  • Cost savings and mix.
  • International and e-commerce.

Headwinds

  • Promotional intensity.
  • Tariffs and input costs.
  • Category softness.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.8%

Avg return

Earnings day

+4.1%

Avg return

5 days after

+5.9%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+102.3%

Q4 2017

Best reaction

-37.8%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.6%-6.1%+6.6%
Q4 2025+16.8%+14.3%+24.8%
Q3 2025-9.2%-3.3%+85.7%
Q2 2025+31.5%+74.6%+72.4%
Q1 2025+18.0%+34.1%+5.6%
Q4 2024+29.1%+3.1%-23.6%
Q3 2024-10.8%-6.9%+51.5%
Q2 2024+1.8%-0.9%-2.8%
Q1 2024-4.7%+6.2%+25.8%
Q4 2023-5.6%-1.2%+4.7%
Q3 2023-34.3%-35.4%-28.1%
Q2 2023-10.4%-16.3%-17.9%
Q1 2023-9.2%-32.3%-27.2%
Q4 2022-13.4%-15.3%-24.9%
Q3 2022+10.3%+17.7%+21.6%
Q2 2022-4.2%-12.1%-40.2%
Q1 2022-10.2%-10.9%-23.3%
Q4 2021-28.3%-36.3%-25.3%
Q3 2021+16.7%+13.0%-28.2%
Q2 2021+9.1%+7.6%-3.7%
Q1 2021+0.7%+20.8%+38.6%
Q3 2020+18.1%+42.9%+111.3%
Q2 2020+10.2%+18.9%+50.1%
Q1 2020+27.1%+136.2%+29.2%
Q4 2019-19.4%-19.6%-36.2%
Q3 2019-23.4%-36.5%-42.9%
Q2 2019+9.1%-4.4%+34.6%
Q1 2019+17.0%+9.1%-10.4%
Q4 2018-5.9%-8.2%-9.6%
Q3 2018-7.7%-16.9%-25.7%
Q2 2018-18.9%-18.7%-19.4%
Q1 2018+23.1%+27.5%+90.6%
Q4 2017+102.3%+73.1%+38.4%
Q3 2017-18.8%-5.4%-3.9%
Q2 2017-20.8%-26.8%-21.7%
Q1 2017-16.9%-24.4%-38.5%
Q4 2016-15.2%-9.8%-27.1%
Q3 2016-0.6%+5.7%+27.0%
Q2 2016-0.6%+2.9%-8.4%
Q1 2016-27.9%
Q4 2015+32.9%
Q3 2015-37.8%
Q2 2015-6.0%
Q1 2015-5.6%
Q4 2014-15.0%
Q3 2014+9.0%
Q2 2014-6.5%
Q1 2014-10.8%
Q4 2013+5.3%
Q3 2013-1.3%
Q2 2013+12.8%
Q1 2013+10.7%
Q4 2012-2.1%
Q3 2012-10.8%
Q2 2012+25.2%
Q1 2012+4.8%
Q4 2011+3.6%
Q3 2011+1.2%
Q2 2011+9.5%
Q4 2009+6.9%
Q1 2011+3.1%
Q3 2010-1.3%
Q4 2010-1.1%
Q2 2010-1.1%
Q1 2010-4.6%

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