Slide 1: 2026 Interim Results
2026 INTERIM RESULTS 13 AUGUST 2026 Journey by Design EXPLORE NOW SAMSONITE GROUP S.A. 新秀麗集團有限公司 STOCK CODE 股份代號 1910
Slide 2: Disclosure Statement
DISCLOSURE STATEMENT This presentation and the accompanying slides (the "Presentation"), which have been prepared by Samsonite Group S.A. ("Samsonite", the "Company", "we", "us" or "our"), do not constitute any offer or invitation to purchase or subscribe for any securities, and shall not form the b
Slide 3: Agenda
AGENDA 01 BUSINESS UPDATE 02 FINANCIAL HIGHLIGHTS 03 OUTLOOK 04 Q&A 3 STRICTLY CONFIDENTIAL
Slide 4: Business Update
BUSINESS UPDATE 4
Slide 5: Strong Progress on Key Growth Pillars…
STRONG PROGRESS ON KEY GROWTH PILLARS… • Amplify and Elevate Awareness of Our Iconic, Consumer-Centric Brands: In 1H 2026, we increased our marketing investment as we enhanced brand awareness through richer storytelling, deeper consumer engagement, and continued investment behind our iconic brands.
Slide 6: …Drove Resilient 1H Performance
…DROVE RESILIENT 1H PERFORMANCE • Resilient Underlying Performance: Excluding the Middle East and India, the markets most affected by the conflict in the Middle East to date, 1H 2026 net sales were up 3.1%, or up 0.7% on a constant currency basis(1), year-over-year. • In Q2 2026, underlying sales ex
Slide 7: Core Brand Performance Reflected Underlying Strength Despite Middle East Headwinds
CORE BRAND PERFORMANCE REFLECTED UNDERLYING STRENGTH DESPITE A FULL QUARTER OF HEADWINDS FROM MIDDLE EAST CONFLICT Year-over-year Constant Currency Net Sales Growth(1) SAMSONITE TUMI AMERICAN TOURISTER Constant Currency Net Sales Growth Excluding Middle East & India +1.4%(2) +1.1%(2) +3.9%(2) +6.2%(
Slide 8: Stable Performance in Geographies Not Directly Involved in Middle East Conflict
STABLE PERFORMANCE IN GEOGRAPHIES NOT DIRECTLY INVOLVED IN THE MIDDLE EAST CONFLICT Year-over-year Constant Currency Net Sales Growth(1) ASIA NORTH AMERICA EUROPE LATIN AMERICA Constant Currency Net Reflects full-quarter of Sales growth excluding Middle East conflict headwinds Middle East & India +6
Slide 9: Asia (ex-Middle East & India) Had Strong Momentum in Q2
ASIA (EX-MIDDLE EAST & INDIA) HAD STRONG MOMENTUM IN Q2 Year-over-year Constant Currency Net Sales Growth(1) ASIA EXCL. MIDDLE EAST & INDIA CHINA SOUTH KOREA JAPAN • Excluding the Middle East and • Net sales growth • Strong demand across our • Solid growth continued into India, underlying demand seq
Slide 10: Strong Performance for Asian Countries Outside of Middle East and India
STRONG PERFORMANCE FOR ASIAN COUNTRIES OUTSIDE OF MIDDLE EAST AND INDIA Year-over-year Constant Currency Net Sales Growth(1) MIDDLE EAST INDIA AUSTRALIA REST OF ASIA (2) • Impacted by geopolitical • Reflects indirect impact of Middle • Q2 2026 impacted by weaker • Continued momentum in uncertainty a
Slide 11: Driving the Next Phase of Growth Through Clear Strategic Priorities
DRIVING THE NEXT PHASE OF GROWTH THROUGH CLEAR STRATEGIC PRIORITIES 1 2 3 4 Amplify and Elevate Be the Clear Winner in Seize Whitespace Continue to Win Awareness of Our Iconic, Digital to Further Support Opportunities in Lifestyle With Products That Consumer-Centric Brands Multi-channel Growth Bags(
Slide 12: Advancing First Two Growth Priorities Through the GMEO
1 2 ADVANCING OUR FIRST TWO GROWTH PRIORITIES THROUGH THE GLOBAL MARKETING AND E-COMMERCE OFFICE (GMEO) The GMEO continues to establish itself as a key partner across the organization, helping to accelerate brand growth, strengthen digital capabilities, and improve marketing effectiveness: Driving c
Slide 13: Elevating the Samsonite Brand in China with New Ambassador
1 ELEVATING THE SAMSONITE BRAND IN CHINA TO TARGET SECOND-HALF 2026 GROWTH WITH NEW AMBASSADOR WILLIAM CHAN • William Chan, a leading singer, actor, and entertainer with more than 20 million Weibo followers, was appointed as Samsonite's brand ambassador for China. • The campaign generated 92.4 milli
Slide 14: NEXIS – Elevating Brand Visibility Through 360° Campaign
1 NEXIS – ELEVATING BRAND VISIBILITY THROUGH A FULLY INTEGRATED 360° CAMPAIGN • Introduced NEXIS as a flagship innovation platform, designed to differentiate the brand and drive visibility at scale. • Delivered a fully integrated campaign across Europe, spanning: • Out-of-home and premium retail env
Slide 15: DTC E-Commerce Was the Fastest Growing Channel in 1H 2026
2 DTC E-COMMERCE WAS THE FASTEST GROWING CHANNEL IN 1H 2026 (+6.4%(1) Comparison of YEAR-OVER-YEAR) Net Sales by Channel Mix Evolution(2) Channel DTC(3) E-Commerce DTC(3) E-Commerce • DTC e-commerce net sales increased 6.4%(1) year-over-year 40% 11% 41% 12% as we continued to follow the consumer whe
Slide 16: Digital Capabilities Continue to Drive Consumer Engagement
2 DIGITAL CAPABILITIES CONTINUE TO DRIVE CONSUMER ENGAGEMENT AND MULTI-CHANNEL GROWTH Powerful Company-Operated Direct-to-Consumer Mobile Platform that Allows Access On-the- Go Wholesalers with a Global Reach and Presence Partnerships with the Leading E-Retailers Marketplace and social commerce chan
Slide 17: Accelerating Digital Leadership Through DTC E-Commerce Momentum in China
2 ACCELERATING DIGITAL LEADERSHIP THROUGH STRONG DTC E-COMMERCE MOMENTUM IN CHINA • DTC e-commerce net sales in China increased 14.0%(1) in 1H 2026, demonstrating continued digital momentum in a key growth market. • Growth supported by exceptional performance of Gregory’s DTC e-commerce in China, wi
Slide 18: Positive Growth of Lifestyle Bags Category Net Sales in 1H 2026
3 POSITIVE GROWTH OF LIFESTYLE BAGS CATEGORY(1) NET SALES CONTINUED IN Comparison of Travel 1H 2026 (+2.4%(2) YEAR-OVER-YEAR) vs. Lifestyle Bags Category(1) Net Sales Net Sales by Category • Lifestyle Bags category(1) Lifestyle Bags(1) Lifestyle Bags(1) net sales increased 36% 37% 2.4%(2) in 1H 2026
Slide 19: Building a Portfolio of Winning Lifestyle Bag Collections
3 BUILDING A PORTFOLIO OF WINNING LIFESTYLE BAG COLLECTIONS ACROSS OUR BRANDS Hero collections are resonating across multiple brands, channels, and consumer segments. Partnering with advisors to strengthen product development, merchandising, and go-to-market capabilities. Continuing to evaluate oppo
Slide 20: Gregory Drove Global Growth Through Premium Outdoor Demand
3 GREGORY DROVE GLOBAL GROWTH THROUGH PREMIUM OUTDOOR DEMAND • Gregory brand net sales increased 9.1%(1) in 1H 2026 year- over-year, with growth across all regions, led by Asia. • We believe Gregory is well-positioned to capture whitespace opportunity in lifestyle bags, leveraging its strength in pr
Slide 21: BÉIS Acquisition Will Strengthen Lifestyle Portfolio and Digital Leadership
2 3 BÉIS ACQUISITION WILL STRENGTHEN OUR LIFESTYLE PORTFOLIO AND DIGITAL LEADERSHIP 1.4M+ followers(1) 619k+ Followers(1) 15M+ Likes(1) • Entered into a definitive agreement to acquire BÉIS, a fast-growing lifestyle and travel brand with a loyal and engaged consumer following. • BÉIS is a digitally
Slide 22: Continue to Win with Products That Resonate Globally
4 CONTINUE TO WIN WITH PRODUCTS THAT RESONATE GLOBALLY Nexis Alpha 4 Soundbox Lead the Future in Centralized Product & Focus on Lighter, More Innovation and Marketing Coordination Broaden Assortment Flexible, Durable and Sustainability – Building to Enable Global in Adjacent Categories Sustainable M
Slide 23: Building on a Global Best Seller: PARALUX in Pink
4 BUILDING ON A GLOBAL BEST SELLER: PARALUX IN PINK GAINED STRONG TRACTION IN ASIA • PARALUX launched globally in Q3 2025, supported by a cohesive, high-impact media campaign across all operating regions. • The collection has rapidly established itself as a global best-seller, ranking as the #2 Sams
Slide 24: Extending a Global Best Seller: PARALUX Coffee & Copper
4 EXTENDING A GLOBAL BEST SELLER: PARALUX COFFEE & COPPER LAUNCH IN FALL 2026 COFFEE & COPPER Award-Winning Design • Global Best Seller • Expanded Consumer Choice 24
Slide 25: NEXIS: Next Generation of Premium Innovation
4 NEXIS: SHOWCASING SAMSONITE'S NEXT GENERATION OF PREMIUM INNOVATION • Differentiated product innovation through proprietary ROXKIN technology, combining lightweight construction with exceptional strength and resilience. • Premium features—including silent suspension wheels, expandable capacity, an
Slide 26: Alpha 4 Driving Global Momentum as TUMI's #1 Collection
4 ALPHA 4 DRIVING GLOBAL MOMENTUM AS TUMI'S #1 COLLECTION WORLDWIDE • Launched globally in January 2026, Alpha 4 builds on TUMI's iconic Alpha franchise with premium materials, elevated functionality, and innovative features designed for today's traveler. • Alpha 4 was TUMI's best-selling collection
Slide 27: Financial Highlights
FINANCIAL HIGHLIGHTS 27
Slide 28: Disciplined Execution Drove Higher Sequential Profitability
DISCIPLINED EXECUTION DROVE HIGHER SEQUENTIAL PROFITABILITY WHILE CONTINUING TO INVEST FOR GROWTH Gross Margin Marketing Expenses Distribution & G&A Expenses Adjusted EBITDA(2) (% of Net Sales) (% of Net Sales) (% of Net Sales) (US$ million) 62.0% reported (1) 16.1% reported (1) Adjusted EBITDA marg
Slide 29: Q2 2026 Financial Performance Highlights
Q2 2026 FINANCIAL PERFORMANCE HIGHLIGHTS Net Sales Gross Margin Marketing Expenses Adjusted EBITDA(2) (US$ million) (US$ million) (US$ million) (US$ million) • Excluding the Middle East and • Gross margin expanded to • Marketing expenses increased • Adjusted EBITDA margin(2) India, underlying net sa
Slide 30: 1H 2026 Financial Performance Highlights
1H 2026 FINANCIAL PERFORMANCE HIGHLIGHTS Net Sales Gross Margin Marketing Expenses Adjusted EBITDA(2) (US$ million) (US$ million) (US$ million) (US$ million) • Excluding the Middle East • Gross margin expansion • Marketing expenses • Adjusted EBITDA margin(2) of and India, net sales grew reflected f
Slide 31: Healthy Balance Sheet Enabled Return of Cash to Shareholders
HEALTHY BALANCE SHEET ENABLED RETURN OF CASH TO SHAREHOLDERS • Balance sheet remained very healthy and we believe we are well positioned to capitalize on anticipated strong long-term growth prospects. • Net debt(1) position of US$1,069 million as of June 30, 2026, a decrease of approximately US$30 m
Slide 32: Outlook
OUTLOOK 32
Slide 33: Outlook
OUTLOOK • We expect the constant currency net sales growth rate in Q3 2026 to remain stable and in a similar range relative to Q2 2026. Although the situation regarding the Middle East conflict remains fluid, we expect continued progress on our key growth pillars which will enable us to navigate the
Slide 34: Q&A
Q&A 34
Slide 35: Thank You
THANK YOU 35
Slide 36: Appendix
APPENDIX 36
Slide 37: Non-IFRS Financial Measures
NON-IFRS FINANCIAL MEASURES In addition to our results determined in accordance with IFRS Accounting Standards, we review certain non-IFRS financial measures, including constant currency net sales growth, adjusted EBITDA, adjusted EBITDA margin, adjusted free cash flow, and total net leverage ratio
Slide 38: Adjusted EBITDA and Adjusted EBITDA Margin Reconciliation
Adjusted EBITDA and Adjusted EBITDA Margin Reconciliation Adjusted EBITDA, a non-IFRS financial measure, eliminates the effect of a number of costs, charges and credits and certain other non-cash charges. Adjusted EBITDA is defined as profit for the period, adjusted to eliminate income tax expense,
Slide 39: Adjusted EBITDA and Adjusted EBITDA Margin Reconciliation
Adjusted EBITDA and Adjusted EBITDA Margin Reconciliation Adjusted EBITDA, a non-IFRS financial measure, eliminates the effect of a number of costs, charges and credits and certain other non-cash charges. Adjusted EBITDA is defined as profit for the period, adjusted to eliminate income tax expense,
Slide 40: Adjusted Free Cash Flow Reconciliation
Adjusted Free Cash Flow Reconciliation We define adjusted free cash flow, a non-IFRS financial measure, as cash generated from operating activities, less (i) purchases of property, plant and equipment and software and (ii) principal payments on lease liabilities. We believe adjusted free cash flow p
Slide 41: Adjusted Free Cash Flow Reconciliation Six months ended June 30
Adjusted Free Cash Flow Reconciliation We define adjusted free cash flow, a non-IFRS financial measure, as cash generated from operating activities, less (i) purchases of property, plant and equipment and software and (ii) principal payments on lease liabilities. We believe adjusted free cash flow p
Slide 42: Total Net Leverage Ratio Reconciliation
Total Net Leverage Ratio Reconciliation We calculate total net leverage ratio, a non-IFRS financial measure, by dividing total consolidated net debt (total borrowings excluding deferred financing costs, less cash and cash equivalents), by the consolidated adjusted EBITDA for the trailing four fiscal
Slide 43: Overview of Samsonite Group
OVERVIEW OF SAMSONITE GROUP 43
Slide 44: Snapshot of Samsonite Group
SNAPSHOT OF SAMSONITE GROUP Global Leader #1 $89Bn ~3x in an Attractive and Global Luggage Leader 2025 Global Bags and Faster Growth Than Growing Industry with a 115-Year Heritage(1) Luggage TAM with a Industry Since 2010(1)(2) 2025-2030 CAGR of 4%(1) Our Core Brands Leading Global Performance Luxur
Slide 45: Our Portfolio of Consumer-Centric, Iconic Brands
OUR PORTFOLIO OF CONSUMER-CENTRIC, ICONIC BRANDS Market-Leading Core Brands Serving a Wide Range of Global Complementary Brands Positioned Customers Across their Travel and Lifestyle Bag Needs to Support Incremental Growth Across Categories and Markets $1.8Bn | 52% $0.9Bn | 25% $0.5Bn | 16% $0.3Bn |
Slide 46: Our Established Track Record of Growth
OUR ESTABLISHED TRACK RECORD OF GROWTH Net Sales Net Sales ($Bn) ($Bn) Constant Currency Net Sales(1) 25% Constant Currency Growth(1)(2) 13% CAGR 4.2 4.3 4.1 3.8 3.6 3.6 Pro Forma COVID-Impacted 3.5 for Sale of Russia and 3.1 Speck Exit 3.5 2.8 2.4 2.4 2.0 2.0 1.8 1.5 3.7 1.6 3.6 3.5 1.2 2.9 2.0 1.5
Slide 47: Highly Diversified Revenue Base Across Regions, Categories and Channels
HIGHLY DIVERSIFIED REVENUE BASE ACROSS REGIONS, CATEGORIES AND CHANNELS Region(1) Category Channel (2025 Net Sales; $MM) (2025 Net Sales; $MM) (2025 Net Sales; $MM) 2010 – 2025 CAGR (%)(2) 2010 – 2025 CAGR (%)(2) 2010 – 2025 CAGR (%)(2) Lifestyle Bags includes business and casual bags and 5% backpac
Slide 48: Market Leadership, Platform and Scale Advantages to Drive Continued Growth
MARKET LEADERSHIP, PLATFORM AND SCALE ADVANTAGES TO DRIVE CONTINUED GROWTH Product Innovation & Marketing & Go-To-Market Sourcing & Design Advertising Strategy Manufacturing • Track record of industry-defining • Global platform fuels brand • Over 40,000 points of sale in over • Agile and asset-light
Slide 49: Enhanced Operational Excellence Post-COVID
ENHANCED OPERATIONAL EXCELLENCE POST-COVID Fundamentally CHANGE Enhanced Our Long-term Profit Profile 2019 2025 Improved Gross Margins Despite 55.4% +420 59.6% Headwinds from Global Tariffs Gross Margin Bps Gross Margin Elevated Our Core Brands’ Positioning 5.2% +70 5.9% Marketing Expense % of Net S
Slide 50: Our Highly Attractive and Fragmented Global Bags & Luggage Industry
OUR HIGHLY ATTRACTIVE AND FRAGMENTED GLOBAL BAGS & LUGGAGE INDUSTRY Global Luggage (1)(2) Global Bags (1)(2) SAMSONITE GROUP MARKET SHARE % CAGR CAGR +5% 2010 – 2019 +4% 2010 – 2019 ~$79Bn 2030 +3% 2010 – 2025 +2% 2010 – 2025 +4% 2025 – 2030 +3% 2025 – 2030 ~$28Bn 2030 ~$67Bn ~$22Bn 2025 2025 17% 3%
Slide 51: Our Net Sales Growth Has Historically Tracked Growth in Travel
OUR NET SALES GROWTH HAS HISTORICALLY TRACKED GROWTH IN TRAVEL Global RPK’s (Revenue Passenger Kilometers) vs. Samsonite Samsonite Group Net Sales vs. Global Air Passenger Traffic (measured in RPK’s) Group Net Sales – 2025 vs. 2019 From 2021 – 2024, our reported net (2) Revenge sales CAGR outpaced t
Slide 52: Evolving Consumer Preferences Are Driving Greater Use Frequency
EVOLVING CONSUMER PREFERENCES ARE DRIVING GREATER USE FREQUENCY Younger Generations are Traveling at Earlier Ages and More Often Consumers Opting for Increased Importance Remote and Hybrid Employment Creates Flexibility to Travel Experiences & Travel of Personalization & Sustainability Greater Varie
Slide 53: Driving the Next Phase of Growth Through Clear Strategic Priorities
DRIVING THE NEXT PHASE OF GROWTH THROUGH CLEAR STRATEGIC PRIORITIES 1 2 3 4 Amplify and Elevate Be the Clear Winner in Seize Whitespace Continue to Win Awareness of Our Iconic, Digital to Further Support Opportunities in Lifestyle With Products That Consumer-Centric Brands Multi-channel Growth Bags(
Slide 54: Advancing Our First Two Growth Priorities Through the GMEO
1 2 ADVANCING OUR FIRST TWO GROWTH PRIORITIES THROUGH THE GLOBAL MARKETING AND E-COMMERCE OFFICE (GMEO) The GMEO continues to establish itself as a key partner across the organization, helping to accelerate brand growth, strengthen digital capabilities, and improve marketing effectiveness: Driving c
Slide 55: Significant Opportunity to Seize Whitespace in Lifestyle Bags and Accessories
3 SIGNIFICANT OPPORTUNITY TO At $67bn, the Global Bag SEIZE WHITESPACE IN LIFESTYLE Market (1) is massive, and with BAGS AND ACCESSORIES only 3% market share, Samsonite Group has Net Sales by Travel and Lifestyle Bags significant room to grow Lifestyle Bags Lifestyle Bags 36% 27% 2010 2025 Travel 73
Slide 56: Continue to Win with Products That Resonate Globally
4 CONTINUE TO WIN WITH PRODUCTS THAT RESONATE GLOBALLY Nexis Alpha 4 Soundbox Lead the Future in Centralized Product & Focus on Lighter, More Innovation and Marketing Coordination Broaden Assortment Flexible, Durable and Sustainability – Building to Enable Global in Adjacent Categories Sustainable M
Slide 57: Our Powerful Innovation Engine Operates at Unmatched Scale
4 OUR POWERFUL INNOVATION ENGINE OPERATES AT UNMATCHED SCALE $61mm 31 Of R&D Spend Red Dot Design Awards for Product Over the Past 3 Years(1) Design Over the Past 3 Years(1) ~40% ~20% Net Sales from 2.7K+ Net Sales from Products Made in part from Recycled Issued New Products (2) Patents(3) Materials
Slide 58: Well Positioned for Profitable Long-Term Growth
WELL POSITIONED FOR PROFITABLE LONG-TERM GROWTH Sales expected to benefit from several tailwinds supporting our business, including mid-single digit CAGR projected from 2025-2030 in both global air passenger traffic(1) and the global luggage and bags industry(2), and our ability to execute on our st