Maisons du Monde Q3 2025 slides: Sales rebound 4.9% after challenging H1

Published 23/10/2025, 19:08
Maisons du Monde Q3 2025 slides: Sales rebound 4.9% after challenging H1

Introduction & Market Context

Maisons du Monde (EPA:MDM) presented its Q3 2025 sales results on October 23, 2025, revealing a significant turnaround with 4.9% year-over-year growth after a challenging first half. The French home furnishing retailer reported Q3 sales of €224.7 million, marking a substantial improvement from the negative growth experienced in the first two quarters of the year.

Despite the positive sales momentum, Maisons du Monde’s stock price declined by 1.97% to €2.00 following the presentation, reflecting ongoing investor caution about the broader macroeconomic environment and the company’s year-to-date performance, which remains down 5.3% compared to the previous year.

Quarterly Performance Highlights

The Q3 results represent a dramatic shift from the company’s performance earlier in the year, with like-for-like sales growth of 5.9% compared to -9.9% in Q1 and -7.5% in Q2. The company attributed this improvement to enhanced operational processes, better product availability, and a successful launch of its Autumn-Winter 2025 collection.

As shown in the following financial highlights:

CEO François-Melchior de Polignac emphasized the company’s focus on customer service during the presentation, noting, "Better serving our customers remains our top priority." This customer-centric approach appears to be yielding results, with the Net Promoter Score (NPS) reaching 56 in September, a 6-point improvement compared to the previous year.

Sales Breakdown Analysis

The Q3 2025 results reveal interesting patterns across product categories, sales channels, and geographic regions. Decoration items outperformed furniture, growing 7.4% year-over-year to €120.7 million and accounting for 53.7% of total sales. Furniture sales increased by a more modest 2.2% to €104.0 million.

In-store sales showed particularly strong momentum, growing 7.9% on a like-for-like basis and representing 72.8% of total revenue. Online sales increased by 1.1% year-over-year, accounting for 27.2% of total sales.

The detailed sales breakdown by category, channel, and geography provides further insights into the company’s performance:

Perhaps most notably, international sales grew by 8.0% to €104.5 million, significantly outpacing the 2.4% growth in France, where sales reached €120.2 million. This geographic performance breakdown suggests that Maisons du Monde’s international expansion strategy is gaining traction, despite some disruptions in the French market attributed to strikes.

The quarterly sales evolution chart further illustrates the company’s improving trajectory:

Strategic Initiatives

Maisons du Monde highlighted several strategic initiatives driving its improved performance. The company continues to expand its store network, which stood at 331 locations as of September 30, 2025, including 18 affiliated and 3 franchised stores.

The store network overview provides details on the company’s retail footprint:

The company is also focusing on enhancing the customer experience through store concept renewals, with encouraging initial results from reopenings in La Defense (Paris) and Milan. Additionally, Maisons du Monde has strengthened its product availability by implementing collections earlier in the season and optimizing inventory levels to secure best-seller performance.

Notable collaborations with designer Christine Phung and Chef Mory Sacko have helped drive brand visibility and customer engagement. The company’s loyalty program, launched one year ago, is showing positive results with increasing customer repeat rates across its three tiers: Liker, Lover, and Addict.

Forward-Looking Statements

Looking ahead to Q4 2025, Maisons du Monde outlined several priorities focused on driving growth while maintaining financial discipline. The company plans to capitalize on its festive Christmas collection with early implementation and a dedicated catalog, while continuing to enhance team engagement and in-store events.

The Q4 2025 priorities highlight the company’s focus areas:

Management emphasized controlled promotional activity, close monitoring of expenses, and reducing inventory levels as key components of its financial discipline. The company expects to maintain its growth momentum in Q4, setting the stage for a potential return to growth in 2026.

The next financial announcements are scheduled for January 30, 2026 (Q4 & FY 2025 sales) and March 10, 2026 (FY 2025 results). With its improved Q3 performance and strategic initiatives underway, Maisons du Monde appears to be positioning itself for recovery, though investors remain cautious as evidenced by the stock’s performance, which continues to trade well below its 52-week high of €4.60.

Full presentation:

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.