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Samsonite International SA (SMSOF) AI Stock Analysis

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SMSOF

Samsonite International SA

(Other OTC:SMSOF)

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Positive Factors
Strong ProfitabilityHigh gross and EBITDA margins indicate that Samsonite retains meaningful pricing, product-mix, and operating profitability despite softer demand. This provides a durable earnings cushion and supports continued investment in brands, product development, and distribution across the next several quarters.
Negative Factors
Sharp Revenue ContractionA pronounced TTM revenue contraction signals materially weaker demand or sales execution than in the prior period. If the decline persists, lower volume can reduce operating leverage, pressure investment capacity, and make the company more dependent on margin protection than on durable topline expansion.

Samsonite International SA (SMSOF) vs. SPDR S&P 500 ETF (SPY)

-10%0%10%20%30%40%50%60%70%SMSOF+4.40%SPY+13.75%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
$2.09B
Dividend Yield
6.11%
Average Volume (3M)
16.54K
Price to Earnings (P/E)
8.6
Beta (1Y)
-0.08
Revenue Growth
1.00%
EPS Growth
-8.99%
Country
US
Employees
11,350
Sector
Consumer Cyclical
Sector Strength
61
Industry
Apparel - Footwear & Accessories

Samsonite International SA Business Overview & Revenue Model

Company Description

Samsonite Group S.A. engages in the design, manufacture, sourcing, and distribution of luggage, business and computer bags, outdoor and casual bags, and travel accessories in Asia, North America, Europe, and Latin America. The company sells its produ...

Samsonite International SA Earnings Call Summary

Earnings Call Date:Nov 11, 2025(Q3-2025)|% Change Since:4.40%|Next Earnings Date:Nov 11, 2026
Earnings Call SentimentNeutral

The earnings call reflected a balanced outlook. While there were notable improvements and strategic successes, especially in direct-to-consumer growth and brand performance in specific regions, challenges in North America and the wholesale channel tempered the overall positive momentum.

Positive Updates

Sequential Improvement in Sales
All regions and brands showed sequential improvement in Q3 versus Q2. Net sales growth was positive in August, September, and October across all regions and brands.

Negative Updates

North America Challenges
North America's net sales were down 4.5%, largely due to cautious wholesale buying and lower inbound tourism.

Company Guidance

In the Samsonite Group's 2025 Third Quarter Results Conference Call, the company reported a strong momentum in its business, driven by innovative products and sequential improvement across all regions and brands. The overall net sales declined by 1.3% in constant currency, an improvement from the 5.8% decline in Q2. The direct-to-consumer business saw a 3.5% increase, with e-commerce sales up over 10% and company-owned stores up 1.1%. The DTC mix rose to 42% from 38.9% in the previous year. Meanwhile, the wholesale channel experienced a 4.5% decline, partially offset by a 12.3% growth in e-retailer sales. Non-travel sales grew by almost 7%, with the company's gross margin expanding to 59.6%, up 30 basis points from the previous year and 60 basis points from the prior quarter. The company expects sequential sales improvement in Q4, supported by positive sales trends and strong holiday momentum.

Samsonite International SA Peers Comparison

Overall Rating

UnderperformOutperform
Sector (61)

Financial Indicators

SMSOF against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
HK:0210HK:021083OutperformHKD 573.68M4.6211.96%7.41%1.49%-9.08%
HK:2683HK:268379OutperformHKD 449.49M5.1626.54%7.27%17.32%34.39%
HK:1100HK:110076OutperformHKD 527.87M4.2410.08%7.29%9.08%52.36%
Sector *61Neutral$18.38B12.79-2.54%3.03%1.52%-15.83%
HK:0738HK:073848NeutralHKD 200.79M-3.91-11.48%―-34.67%48.99%
HK:1028HK:102847NeutralHKD 1.72B-509.76-0.12%―-7.94%99.47%

* Consumer Cyclical Sector Average

Performance Comparison

0%50%100%150%SMSOFHK:0210HK:0738HK:1100HK:1028HK:2683Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
SMSOF and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
SMSOFSamsonite International OTC1.690.074.40%
HK:0210Daphne International Holdings 0.27-0.12-30.41%
HK:0738Le Saunda Holdings 0.290.0730.53%
HK:1100Mainland Headwear Holdings 1.23-0.02-1.60%
HK:1028C.banner International Holdings Ltd.0.660.034.76%
HK:2683Wah Sun Handbags International Holdings Ltd.1.100.3240.31%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.