Moncler Spa · MIL:MONC
Moncler Spa — Moncler Spa Ord — 9M 2025 Earnings Presentation
19 slides from Moncler Spa's earnings presentation, Oct 28, 2025
Slide 1: 9M 2025 Interim Management Statement
9M 2025 INTERIM MANAGEMENT STATEMENT
Slide 2: CEO message from Remo Ruffini
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 2 “As we close the first nine months of the year, we remain focused on executing our strategy with discipline, agility, and a strong sense of direction – aware of the challenges around us, but even more committed to the opportunities ahead. Our re
Slide 3: Moncler Group 9M 2025 Revenues Highlights
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 3 MONCLER GROUP | 9M 2025 REVENUES HIGHLIGHTS (1) GROWTH AT CFX YOY GROUP REVENUES MONCLER REVENUES STONE ISLAND REVENUES 9M 2025 9M 2025 9M 2025 EUR 1,841.3m (0%) EUR 1,553.2m (0%) EUR 288.1m (-1%) Q3 2025 Q3 2025 Q3 2025 EUR 615.6m (-1%) EUR 514
Slide 4: Moncler Q3 Highlights
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 4 MONCLER | Q3 HIGHLIGHTS MONCLER COLLECTION PRE-FALL MONCLER X EE72 BY EDWARD MONCLER X A$AP ROCKY------------- THE NEW MONCLER.COM------------- 2025----------------------------------- ENNINFUL - --------------------------- ----------------------
Slide 5: Stone Island Q3 Highlights
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 5 STONE ISLAND Q3 HIGHLIGHTS AUTUMN_WINTER ‘025-‘026 COLLECTION STONE ISLAND | NEW BALANCE 574 GHOST----------------------------------- Stone Island unveiled the next chapter of its 'Community as a Form of Research' project with the AW Stone Islan
Slide 6: Moncler Revenues by Geography
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 6 MONCLER | REVENUES BY GEOGRAPHY MONCLER REVENUES (EUR M; CFX GROWTH %) Q3 9M 9M 2025 Moncler brand revenues reached EUR 1,553.2m, flat vs 9M 2024. (1%) 0% Q3 revenues were down 1% YoY, 532.0 1,573.3 1,553.2 with both the DTC (1) and the 514.2 wh
Slide 7: Moncler Revenues by Channel
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 7 MONCLER | REVENUES BY CHANNEL MONCLER REVENUES (EUR M; CFX GROWTH %) Q3 9M Moncler DTC revenues rose to EUR 1,255.4m in 9M 2025, +1% vs 9M 2024. (1%) 0% In Q3, DTC revenues were flat 532.0 1,573.3 1,553.2 YoY, slightly improving 514.2 sequential
Slide 8: Stone Island Revenues by Geography
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 8 STONE ISLAND | REVENUES BY GEOGRAPHY STONE ISLAND REVENUES (EUR M; CFX GROWTH %) Q3 9M 9M 2025 Stone Island brand revenues reached EUR 288.1m, -1% vs 9M 2024. 0% (1%) Q3 revenues were flat YoY, 103.6 101.4 292.4 288.1 negatively impacted by a 7.
Slide 9: Stone Island Revenues by Channel
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 9 STONE ISLAND | REVENUES BY CHANNEL STONE ISLAND REVENUES (EUR M; CFX GROWTH %) Q3 9M Stone Island DTC revenues rose to EUR 145.1m in 9M 2025, +9% vs 9M 2024. 0% (1%) In Q3, revenues in this channel 103.6 101.4 292.4 288.1 were up 11% YoY, driven
Slide 10: Group Mono-Brand Store Network
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 10 GROUP MONO-BRAND STORE NETWORK MONCLER: 294 STONE ISLAND: 92 30.09.2025 30.06.2025 31.12.2024 MONCLER STONE ISLAND MONCLER STONE ISLAND MONCLER STONE ISLAND ASIA 145 54 144 55 143 56 EMEA 98 31 96 29 96 27 AMERICAS 51 7 47 7 47 7 RETAIL 294 92
Slide 11: Moncler Austin
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 11 MONCLER AUSTIN
Slide 12: Moncler Beijing SKP Man
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 12 MONCLER BEIJING SKP MAN
Slide 13: Stone Island New York Flagship
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 13 STONE ISLAND NEW YORK FLAGSHIP
Slide 14: Appendix
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 14 APPENDIX
Slide 15: 2023-2025 Half-Year Income Statement
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 15 2023-2025 HALF-YEAR INCOME STATEMENT H1 2025 H1 2024 H2 2024 H1 2023 H2 2023 FY 2024 FY 2023 EUR m % EUR m % EUR m % EUR m % EUR m % EUR m % EUR m % REVENUES 1,225.7 100.0% 1,230.2 100.0% 1,878.8 100.0% 1,136.6 100.0% 1,847.6 100.0% 3,108.9 100
Slide 16: 2025 Revenues Quarterly Performance
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 16 2025 REVENUES QUARTERLY PERFORMANCE Q1 25 vs 24 Q2 25 vs 24 Q3 25 vs 24 EUR m 2025 2024 cFX 2025 2024 cFX 2025 2024 cFX MONCLER 721.8 705.0 2% 317.2 336.3 (2%) 514.2 532.0 (1%) STONE ISLAND 107.3 113.0 (5%) 79.4 75.9 +6% 101.4 103.6 0% GROUP TO
Slide 17: 2025 Revenues YTD Performance
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 17 2025 REVENUES YTD PERFORMANCE Q1 25 vs 24 H1 25 vs 24 9M 25 vs 24 EUR m 2025 2024 cFX 2025 2024 cFX 2025 2024 cFX MONCLER 721.8 705.0 2% 1,039.0 1,041.3 1% 1,553.2 1,573.3 0% STONE ISLAND 107.3 113.0 (5%) 186.7 188.9 (1%) 288.1 292.4 (1%) GROUP
Slide 18: Financial Calendar, Shareholding, IR Contacts
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 18 FINANCIAL CALENDAR, SHAREHOLDING, IR CONTACTS FINANCIAL CALENDAR IR CONTACTS 19.02.2026 FY 2025 Consolidated Financial Results investor.relations@moncler.com 21.04.2026 Q1 2026 Interim Management Statement 22.07.2026 H1 2026 Financial Results E
Slide 19: Disclaimer
9M 2025 INTERIM MANAGEMENT STATEMENT 28 OCTOBER 2025 19 DISCLAIMER This presentation is being furnished to you solely for your information and may not be reproduced or redistributed to any other person. This presentation might contain certain forward-looking statements that reflect the Company’s man