Fossil Group’s Q4 earnings up YoY despite sales decline, stock edges higher

Published 12/03/2025, 21:32
Fossil Group’s Q4 earnings up YoY despite sales decline, stock edges higher

RICHARDSON, Texas - Fossil Group, Inc. (NASDAQ:FOSL) reported better-than-expected fourth quarter earnings, sending its shares up 1.5% in after-hours trading on Wednesday.

The watchmaker and fashion accessories company posted adjusted earnings per share of $0.39 for Q4, compared to $0.30 in the same quarter last year. This marked a significant improvement YoY despite lower sales.

Revenue for the quarter came in at $342 million, down 18.8% from $421.3 million in Q4 2023. The sales decline was largely driven by overall category, consumer and channel softness, as well as the company’s exit from the smartwatch category and store rationalization initiatives.

"We are pleased to conclude the year with better than expected fourth quarter results, delivering $20 million of adjusted operating profit as our initiatives to improve our business performance started to gain traction," said Franco Fogliato, Chief Executive Officer.

Gross margin expanded 630 basis points to 53.9% in Q4, primarily due to improved product margins in core categories and the exit from the smartwatch category.

For the full year 2025, Fossil expects worldwide net sales to decline in the mid to high teens range. The company also anticipates an adjusted operating income margin in the negative low single digits.

The company announced a turnaround plan aimed at refocusing on core initiatives, rightsizing its cost structure, and strengthening its balance sheet. As part of this plan, Fossil expects to achieve SG&A savings of approximately $100 million in 2025 versus 2024.

"The organization is energized by the opportunity ahead," Fogliato added, highlighting the company’s combination of seasoned team members and newly appointed leaders to advance its strategy.

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