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Moncler (MONC) investor relations material
Moncler Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Group revenues for the first nine months of 2025 were €1.84 billion, flat year-over-year at constant FX, with Q3 at €615.6 million, down 1%.
Moncler and Stone Island brands saw stable or slightly declining revenues, with DTC channels showing sequential improvement in Q3.
The Americas and China outperformed, while EMEA and Japan lagged due to weak tourism.
Key initiatives included the "Warmer Together" campaign, Casa Moncler headquarters, and new store openings in Austin, Beijing, and New York.
The company emphasized disciplined execution, cultural milestones, and enhanced digital engagement.
Financial highlights
Moncler brand revenues for 9M 2025 were €1,553.2 million, flat year-over-year; Q3 at €514.2 million, down 1%.
Stone Island brand revenues for 9M 2025 were €288.1 million, down 1%; Q3 at €101.4 million, flat year-over-year.
DTC channels showed sequential improvement; Moncler DTC up 1% for 9M, Stone Island DTC up 9% for 9M and 11% in Q3.
Wholesale channels declined: Moncler down 5% for 9M, Stone Island down 9% for 9M and 8% in Q3.
H1 2025 group net result was €153.5 million, down 15% year-over-year; gross profit margin stable at 76.9%.
Outlook and guidance
Wholesale revenues for the full year expected to be down mid-single digit, better than previous guidance.
Management remains focused on long-term brand value, agility, and responsible leadership amid global challenges.
Early Q4 trading positive across regions, but management remains cautious due to challenging December comps.
Pricing for next year expected to be low single digit, with focus on balancing FX impacts and demand.
Space contribution expected to remain in the low-mid single digit range for next year.
What drove Moncler's Q3 DTC regional divergence?
What is the impact of wholesale network optimization?
What is driving Stone Island's strong DTC growth?
U.S. growth strategy beyond store openings?
Cost initiatives to offset LFL decline?
Moncler volume decline: category impact?
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Next Moncler earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Luxury clothing since 1952
You have most certainly seen someone wear the iconic Moncler down jacket or any of their vests, accessories, and polo shirts. Moncler has its name and origins in a mountain village near Grenoble - Monestier-de-Clermont, where René Ramillon and André Vincent founded the company in 1952. Their renowned down jackets and garments were originally used to protect workers and expeditioners against the harshest climates.
In 2003, the almost-bankrupt Moncler was acquired by the Italian entrepreneur Remo Ruffini, who had worked as a creative consultant in its then-parent company since the turn of the millennium. Ruffini set out to transform the company and launched a strategy of globally expanding the jackets and garments originally known as ideal for tough expeditions into the luxury industry. This is in line with the shift the company made into the city in 1980, becoming the iconic garment of the new generation. And the brand continues to be built on heritage, uniqueness, quality, and innovation.
Equipping the Italian K2 expedition
Fun fact: In 1954, Moncler equipped the Italian expedition of K2 - the world’s second-highest mountain. A showcase of the quality and prestigious history of Moncler products. Today Moncler operates roughly 240 retail stores and 70 wholesale stores across the globe. The majority of its revenue stems from Direct To Consumer (DTC) sales, accounting for around 80 percent of the total revenue.
Their collections are divided into three parallel dimensions:
Moncler
Moncler Grenoble
Moncler Genius
Moncler are innovating and creating products for the sporty and Aprés-Ski customers, as well as bringing together different interpretations of the brand under the same roof. Since 2020, the very popular Stone Island brand is also a part of Moncler.
Moncler has increased its revenue from €580 million to €2.3 billion in the last ten years, with gross margins and ROIC averaging over 75 percent and 27 percent, respectively, during the same period.
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