Lanvin Group Holdings Limited · NYSE:LANV
Lanvin — Q2 2026 Earnings Presentation
17 slides from Lanvin's earnings presentation, Aug 26, 2026
Slide 1: Lanvin Group 2026 First Half Results
LANVIN GROUP 2026 FIRST HALF RESULTS August 26, 2026
Slide 2: Disclaimer
DISCLAIMER Forward-Looking Statements This presentation, including the section “2026 Full-Year Outlook”, contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally are accompan
Slide 3: Building the New Luxury
BUILDING THE NEW LUXURY LANVIN GROUP
Slide 4: 2026 H1 Story
2026 H1 STORY Significant improvement in gross profitability, with Contribution 01 Profit margin and Adjusted EBITDA margin improved by 7.7 and 10.7 percentage points, respectively Revenue down YoY by 13% amid ongoing brand transformation, e- 02 commerce channel returned to growth Achieving 20% impr
Slide 5: H1 Brand Highlights
H1 BRAND HIGHLIGHTS FIRST HALF ACHIEVEMENTS • Earned strong editorial response • Enhanced supply chain • Advanced the transition toward an • Turned digital into a growth at FW26 Paris runway, reaffirming capabilities with advanced ESG asset-light business model engine: e-commerce +31% vs. LY creativ
Slide 6: 2026 H2 Action Plan
2026 H2 ACTION PLAN DRIVE COST-EFFICIENCY INITIATIVES Advance the reset agenda of building a leaner and more agile 01 platform for sustainable growth Identify new revenue opportunities across markets, channels 02 and product categories to diversify and accelerate growth Leverage strategic partnershi
Slide 7: Lanvin Group's Numbers at a Glance
LANVIN GROUP’ S NUMBERS AT A GLANCE H1 26 H1 26 Global H1 26 E-commerce Global Revenue Revenue Growth Revenue Growth € 101 mm - 13% +5% H1 26 vs. H1 25 H1 26 vs. H1 25 June 26 CP Margin(1) Improves Adj. EBITDA %(1) Improves Directly Operated Stores 7.7pp (2) 10.7pp (2) 151 Note: Prior periods have b
Slide 8: Revenue Bridge by Brand
REVENUE BRIDGE BY BRAND STRATEGIC RETAIL FOOTPRINT OPTIMIZATION PROGRESSING Revenue Bridge by Brand H1 2021 - H1 2026 (€ in mm) H1 2021 H1 2022 H1 2023 H1 2024 H1 2025 Eliminations* H1 2026 Note: Prior periods have been restated to exclude Caruso (discontinued operations) for comparability. Numbers
Slide 9: OPEX Improvement Continues
OPEX IMPROVEMENT CONTINUES OPEX % Incidence on Revenue H1 2022 - H1 2026 G&A expenses(€ in mm) Marketing and selling expenses(€ in mm) % of Revenue 95% 93% 104% 120% 106% 200 € 182 € 178 180 € 158 160 € 72 € 139 140 € 72 € 54 120 € 53 € 107 100 € 38 80 60 € 106 € 110 € 105 40 € 86 € 68 20 0 H1 2022
Slide 10: G&A Expenses Reduction
G&A EXPENSES REDUCTION Brand - level G&A Expenses H1 2023 - H1 2026 H1 2023 (€ in mm) H1 2024 (€ in mm) H1 2025 (€ in mm) H1 2026 (€ in mm) Improvement Since H1 25 2023 -30% -50% -45% -43% € 20 20 € 17 € 16 15 € 14 € 14 € 14 € 14 € 12 € 11 € 11 € 10 10 €9 €8 €8 €8 €6 5 0 1 2 3 4 Note: Brand-level re
Slide 11: Advancing Retail Optimization
ADVANCING RETAIL OPTIMIZATION BUILDING A MORE FOCUSED AND PRODUCTIVE RETAIL NETWORK Lanvin Group DOS Evolution by Brand Lanvin Group DOS Evolution by Region FY Total H1 2026 2025 Closures New Openings Note: DOS as of 31st December 2025 and 30th June 2026 and refers to Directly Operated Stores which
Slide 12: Brand-Level Performance
BRAND-LEVEL PERFORMANCE LANVIN GROUP
Slide 13: Lanvin
LANVIN H1 Results • Revenue decreased by 17.9% to €22.9 million, reflecting the planned global retail network optimization – LFL sales growth across boutiques despite the impact of store closures across regions – Wholesale revenue grew by €1.1 million, or 16.4%, supported by earlier Fall/Winter coll
Slide 14: Wolford
WOLFORD H1 Results • Revenue held broadly stable (-6% YoY), with trading momentum building through H1 as operating platform stabilized − DTC declined 2%, primarily reflecting ongoing store network optimization, while LFL retail remained positive and e-commerce grew 22% − Wholesale declined 12%, refl
Slide 15: St. John
ST. JOHN H1 Results • Revenue down 10% YoY, reflecting retail footprint rationalization and unfavorable USD/EUR exchange rate dynamics − E-commerce revenue grew 31% in its reporting currency, fueled by more effective digital acquisition, higher marketing ROI and an expanding new client base − New ch
Slide 16: Sergio Rossi
SERGIO ROSSI H1 Results • Revenue down 29% YoY, reflecting continued rollout of planned channel strategy − DTC declined by 27%, driven by the strategic closure of unprofitable stores − Wholesale (excluding third-party production) grew by 21%, confirming renewed partner appetite and a stronger base f
Slide 17: Non-IFRS Financial Measures and Definitions
NON - IFRS FINANCIAL MEASURES AND DEFINITIONS Our management monitors and evaluates operating and financial performance using several non-IFRS financial measures including: Contribution Profit, Contribution Profit Margin and Adjusted EBITDA. Our management believes that these non-IFRS financial meas
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