Samsonite International SA (SMSOF) AI Stock Analysis
Samsonite International SA
(Other OTC:SMSOF)
No summary available
Samsonite International SA (SMSOF) vs. SPDR S&P 500 ETF (SPY)
- 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
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.
Q3-2025 Updates
Positive Updates
Negative Updates
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
HK:021083Outperform
HK:268379Outperform
HK:110076Outperform
HK:073848Neutral
HK:102847Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| 83Outperform | HKD 573.68M | 4.62 | 11.96% | 7.41% | 1.49% | -9.08% | |
| 79Outperform | HKD 449.49M | 5.16 | 26.54% | 7.27% | 17.32% | 34.39% | |
| 76Outperform | HKD 527.87M | 4.24 | 10.08% | 7.29% | 9.08% | 52.36% | |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| 48Neutral | HKD 200.79M | -3.91 | -11.48% | ― | -34.67% | 48.99% | |
| 47Neutral | HKD 1.72B | -509.76 | -0.12% | ― | -7.94% | 99.47% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SMSOF | Samsonite International OTC | 1.69 | 0.07 | 4.40% | |
| HK:0210 | Daphne International Holdings | 0.27 | -0.12 | -30.41% | |
| HK:0738 | Le Saunda Holdings | 0.29 | 0.07 | 30.53% | |
| HK:1100 | Mainland Headwear Holdings | 1.23 | -0.02 | -1.60% | |
| HK:1028 | C.banner International Holdings Ltd. | 0.66 | 0.03 | 4.76% | |
| HK:2683 | Wah Sun Handbags International Holdings Ltd. | 1.10 | 0.32 | 40.31% |
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.