Inter Parfums (IPAR) Investor presentation summary

Financial performance and outlook

• Net sales reached $1.49B in 2025, up 2% from 2024, with a 9% CAGR in net sales from 2005–2025.

• Q2 2026 net sales grew 2% year-over-year to $341M, but operating income declined 17% and net income fell 5%.

• Year-to-date 2026 net sales rose 2% to $686M, with gross margin at 65.3% and diluted EPS at $2.31.

• 2026 EPS guidance is $4.85, including $17.6M in tariff refunds; annual dividend set at $3.20 per share.

• Strong cash position with $211M in cash and short-term investments as of June 2026.

Brand portfolio and launches

• Diverse portfolio includes brands like Jimmy Choo, Coach, Montblanc, GUESS, Lacoste, DKNY, Ferragamo, and more.

• Top seven brands accounted for 81% of sales in H1 2026, with Coach and Jimmy Choo leading growth.

• Recent and upcoming launches include new lines for Jimmy Choo, Coach, Montblanc, GUESS, Lacoste, DKNY, Ferragamo, and others.

• New licenses and acquisitions: Annick Goutal, Longchamp, Off-White, David Beckham, and Nautica, with launches planned through 2030.

Strategy and market positioning

• Focus on prestige and luxury beauty brands, expanding through acquisitions and new licenses.

• Multi-pronged growth strategy: expanding existing brands, adding new brands, and broadening global distribution.

• Integrated supply chain, strong marketing, and global distribution in over 120 countries and 22,000 points of sale.

• Capital-light business model with consistent profitability and high insider ownership (~44%).