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Apr 05

Fossil Q1 2025 Earnings Report

Fossil reported a reduced net loss and improved margins in Q1 2025.

Key Takeaways

Fossil Group reported Q1 2025 revenue of $233.3 million, down 8.5% year-over-year, but achieved significant improvements in gross margin and reduced net loss through restructuring and cost efficiencies.

Revenue fell 8.5% year-over-year to $233.3 million, impacted by smartwatch decline and store rationalization.

Gross margin expanded 890 basis points to 61.3%, driven by favorable mix and reduced freight costs.

Net loss narrowed to $17.6 million from $24.3 million in the prior year.

Adjusted EPS improved to a loss of $0.10 from $0.30 last year.

Total Revenue
$233M
Previous year: $255M
-8.5%
EPS
-$0.1
Previous year: -$0.3
-66.7%
Gross Margin
61.3%
Previous year: 52.4%
+17.0%
Operating Margin
-2.9%
Previous year: -11.5%
-74.8%
Inventory
$182M
Gross Profit
$143M
Previous year: $134M
+7.1%
Cash and Equivalents
$78.3M
Previous year: $113M
-30.6%
Total Assets
$686M
Previous year: $891M
-23.0%

Fossil

Fossil

Fossil Revenue by Segment

Fossil Revenue by Geographic Location

Forward Guidance

Fossil reaffirmed its full-year guidance, expecting net sales to decline in the mid to high teens and adjusted operating margins in the negative low single digits.

Positive Outlook

  • Reaffirmed full-year 2025 guidance.
  • Expected retail store closures already included in guidance.
  • Healthy gross margin expected to be maintained through mitigation strategies.
  • Improved product mix after exiting smartwatch category.
  • Cost efficiencies continue to support adjusted profitability.

Challenges Ahead

  • Retail store closures will reduce sales by $45 million.
  • Uncertainty remains around macroeconomic and consumer demand.
  • Sales declines across most geographies and product segments.
  • Net losses and negative margins still persist.
  • Foreign exchange fluctuations continue to impact results.

Revenue & Expenses

Visualization of income flow from segment revenue to net income