Movado Group Inc
MOV
$21.37 2.05%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Luxury Goods
Q3 2025
Published: Dec 5, 2024

Earnings Highlights

  • Revenue of $182.73M down 2.6% year-over-year
  • EPS of $0.22 decreased by 70.5% from previous year
  • Gross margin of 53.8%
  • Net income of 5.05M
  • "β€œWhile net sales are down 2.9% for the year-to-date period, we continue to believe that the investments we've made have strengthened our brands and provide a solid foundation for growth in the coming years.”" - Efraim Grinberg
MOV
Company MOV

Executive Summary

Movado Group completed a challenging Q3 FY2025, with consolidated revenue of $182.7 million, down 2.6% year over year, as US sales remained weak and international markets showed only modest improvement. Gross margin held at a resilient ~53.8%, but operating expenses rose, pressured by higher marketing and payroll investments as the company continued to fund brand-building initiatives. Management remains focused on returning to profitable growth through a mix of cost discipline, portfolio optimization, and selective investments in growth markets. The company also announced a new $50 million share repurchase program to enhance shareholder value while maintaining ample liquidity on a cash-rich balance sheet (cash ~$181.5 million with net debt of about -$83.3 million). For the full year, Movado guided toward roughly $665 million in net sales with a ~54% gross margin and ~$23 million of operating income, and $0.90 per share, signaling a path to modest profitability, with meaningful annualized cost savings (approx. $6.5 million) expected in fiscal 2026. The combination of India-led growth, licensing brand momentum, and a broad marketing campaign is designed to reposition Movado for a stronger 2026, though near-term headwinds remain from US/Europe retailer inventory discipline and the ongoing push to optimize the mix between owned brands, company stores, and licensed brands.

Key Performance Indicators

Revenue
Decreasing
182.73M
QoQ: 14.70% | YoY: -2.64%
Gross Profit
Decreasing
98.40M
53.85% margin
QoQ: 13.93% | YoY: -3.84%
Operating Income
Decreasing
6.55M
QoQ: 116.17% | YoY: -68.35%
Net Income
Decreasing
5.05M
QoQ: 35.72% | YoY: -70.96%
EPS
Decreasing
0.23
QoQ: 35.29% | YoY: -70.51%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 161.83 0.13 +1.6% View
Q1 2026 131.77 0.06 -3.6% View
Q4 2025 174.67 0.36 -2.8% View
Q3 2025 182.73 0.22 -2.6% View
Q2 2025 159.31 0.16 -0.7% View