Fossil Group, Inc. · NASDAQ:FOSL
Fossil — Investor Presentation (March 2026)
28 slides from Fossil's investor presentation, March 2026
Slide 1: March 2026 Investor Deck
FOSSIL GROUP March 2026 Investor Deck
Slide 2: Safe Harbor Statement
Safe Harbor Statement This investor deck contains forward-looking statements (as such term is defined in the Private Securities Litigation Reform Act of 1995). These statements include, without limitation, statements regarding our current assumptions, projections and expectations about our business,
Slide 3: Non-GAAP Measures
Non-GAAP Measures In addition to financial measures prepared in accordance with U.S. generally accepted accounting principles ("GAAP"), this presentation contains non-GAAP financial measures. We present non-GAAP financial measures including adjusted EBITDA, adjusted operating income (loss), constant cu
Slide 4: Table of Contents
Table of Contents 1. Company Overview 2. 2025 Financial Highlights 3. FOSSIL Group Turnaround Plan 4. Financial Outlook 5. Appendix 4
Slide 5: Company Overview
Company Overview FOSSIL
Slide 6: FOSSIL Group Overview
FOSSIL Group Overview 2025 Net Sales in Constant Currency We create distinctive watches and accessories with some of the greatest brands in the world. We bring them to life for our customers across over 30,000 points of distribution and 140 countries Segment Category For 40+ years, FOSSIL GROUP has
Slide 7: Iconic Brands, Innovative Designs, Global Reach
We have the foundational assets to drive the business forward Iconic Brands Innovative Designs Global Reach Talented Teams 40+ year history & rich brand heritage 7
Slide 8: Management Team
Management Team Franco Fogliato Shannon Freeze Antonio Carriero Randy Greben Chief Executive Officer Chief People and Chief Digital Information Officer Chief Financial and Director Communications Officer and General Manager EMEA Officer Randy Hyne Laks Lakshmanan Melissa Lowenkron Joe Martin Chief Legal
Slide 9: 2025 Financial Highlights
2025 Financial mikelalirelales FOSSIL
Slide 10: We Delivered on our three Turnaround Pillars in 2025
We Delivered on our three Turnaround Pillars in 2025 Refocus on our Core Rightsize our Cost Structure Strengthen our Balance Sheet ✔ Created a new FOSSIL ✔ Removed over $100 million of ✔ Successfully restructured Brand platform SG&A expenses the balance sheet ✔ Established a full price ✔ Repositione
Slide 11: Full Year 2025 Financial Results Above Expectations
Full Year 2025 Financial Results Above Expectations Financial Highlights (in constant currency) Selling, General & Worldwide Net Sales Gross Margin Administrative Expenses $1B 55.9% $537M -13% vs prior year +380 Basis Points vs prior year -16% vs prior year ● Core brand traditional watch sales ● Inc
Slide 12: Outlook Raised Midyear - Finished 2025 Ahead of our Targets
Outlook Raised Midyear - Finished 2025 Ahead of our Targets 2025 Guidance Mid-Year Update 2025 Results Worldwide Net Sales Down Mid-to-High Teens Down Mid-Teens -13% Adjusted Negative Break-Even to Slightly Operating Margin1 Low-Single-Digits Positive +1% 1 Adjusted operating margin is a non-GAAP fin
Slide 13: FOSSIL Group Turnaround Plan
FOSSIL Group Turnaround Plan
Slide 14: Strategic Changes Laid the Foundation for our Path to Profitable Growth
Strategic Changes Laid the Foundation for our Path to Profitable Growth New Focus on Core Brand Led Refined Leadership Moved to Full Categories and Operating Omni-Channel and Fresh Price Selling Brands Model Strategy Thinking 14
Slide 15: Turning the Page to the Next Evolution of our Turnaround Plan
Turning the Page to the Next Evolution of our Turnaround Plan 1 Return to Profitable Growth Amplify the FOSSIL Brand Return Core Licensed Brands Rapidly Scale the Fast-Growing Platform to Sustained Sales Growth India Market 2 3 Optimize Our Operating Model Build Shareholder Value - Drive SG&A Leverag
Slide 16: Return to Profitable Growth: FOSSIL Brand
Return to Profitable Growth: FOSSIL Brand Engage Consumers Through Impactful Design, Technology and Storytelling Introduce Leverage Key Icons Collaborations with Reinvigorate Jewelry Through Innovation Big Tic is Back New & Existing and Leather and Expansion Partners 16
Slide 17: Return to Profitable Growth: Omni-Channel Initiatives
Return to Profitable Growth: Omni-Channel Initiatives Global Omni-Channel Priorities ● Focus on key wholesale customers and modernize our brand expression in must-win markets, including the U.S., France, Germany and India ● Expand distribution to specialty and energy retailers to build brand awarenes
Slide 18: Return to Profitable Growth: Core Licensed Brands
Return to Profitable Growth: Core Licensed Brands Return Core Licensed Brands to Sustained Sales Growth Michael Kors Emporio Armani Armani Exchange Diesel Unlock Opportunity in Pursue New Markets and Build Upon Momentum Maximize Opportunity Jewelry & Men’s Watches Expand Distribution in Major Markets
Slide 19: Return to Profitable Growth: India
Return to Profitable Growth: India Rapidly Scale the Fast-Growing India Market Broaden Assortments & Expand Distribution Across Enter Premium Price Points Introduce Limited Editions Wholesale & Retail Channels 19
Slide 20: Financial Outlook
Financial Outlook FOSSIL
Slide 21: FOSSIL Group's Growth Opportunity - Raising Our Long-Term Targets
FOSSIL Group’s Growth Opportunity - Raising Our Long-Term Targets 2026 Guidance 2028 Outlook Worldwide Net Down 4%-6% Sales1 Mid-Single-Digit Growth Return to Growth in Q4 Adjusted Operating Margin2 3%-5% High-Single-Digits Free Cash Flow3 Break-Even Positive 1 Includes approximately $45 million or
Slide 22: Appendix
Appendix FOSSIL
Slide 23: Q4/Full Year Financial Results - Net Sales
Q4/Full Year Financial Results - Net Sales 23
Slide 24: Q4/Full Year Financial Results - Consolidated Income Statement
Q4/Full Year Financial Results - Consolidated Income Statement 24
Slide 25: Q4/Full Year Financial Results - Adjusted EBITDA
Q4/Full Year Financial Results - Adjusted EBITDA 25
Slide 26: Q4/Full Year Financial Results - GAAP to Non-GAAP Financial Measures
Q4/Full Year Financial Results - GAAP to Non-GAAP Financial Measures 26
Slide 27: Q4/Full Year Financial Results - Consolidated Balance Sheet
Q4/Full Year Financial Results - Consolidated Balance Sheet 27
Slide 28: FOSSIL Group
FOSSIL GROUP