According to the 15-minute chart of Interparfums, the KDJ Death Cross and Bearish Marubozu indicators were triggered on August 15, 2025 at 14:45. This suggests that the momentum of the stock price is shifting towards the downside and has the potential to further decrease. Sellers currently control the market, and it is likely that bearish momentum will continue.
Inter Parfums (IPAR) reported its second quarter (Q2) 2025 earnings, revealing a 2.4% year-over-year sales decline. Despite the dip, the market responded positively, reflecting confidence in the company's ability to manage ongoing challenges. The company attributed the softer performance to slower momentum in U.S.-based operations and industry-wide destocking, while highlighting resilience in European segments and the solid performance of core brands like Jimmy Choo.
Key financial highlights include:
- Revenue: $333.9 million vs analyst estimates of $334.5 million
- EPS (GAAP): $0.99 vs analyst expectations of $1.08
- Adjusted EBITDA: $65.54 million vs analyst estimates of $62.53 million
Management reconfirmed its revenue guidance for the full year of $1.51 billion at the midpoint, with EPS (GAAP) guidance for the full year at $5.35 at the midpoint, beating analyst estimates by 3.3%.
Analysts posed several questions during the earnings call. Sydney A. Wagner (Jefferies) inquired about promotional intensity and destocking trends. CFO Michel Atwood explained that retailers and distributors have become more prudent, leading to slower sell-in, but emphasized that underlying consumer demand remains healthy and Inter Parfums gained market share. Susan Kay Anderson (Canaccord Genuity) questioned whether tariffs were affecting retailer purchasing behavior. CEO Jean Madar clarified that while distributors are more cautious due to broader uncertainty, retailers are not directly impacted by tariffs, and emphasized recent positive trade developments. Susan Kay Anderson (Canaccord Genuity) also asked about the company’s capacity to add new brands. Madar replied that portfolio expansion remains a priority and Inter Parfums is open to further brand acquisitions. Hamed Khorsand (BWS Financial) inquired about risks of revenue being pushed into later quarters due to retailer hesitation. Atwood acknowledged this risk, especially for gift set orders, but indicated that pent-up demand and market strength could lead to a surge in orders later in the year. Hamed Khorsand (BWS Financial) further asked about digital initiatives. Madar described tailored product formats for TikTok and Amazon, highlighting the potential for smaller-sized, lower-priced SKUs on social platforms and double-digit growth on Amazon, especially in Europe.
Catalysts in upcoming quarters include the impact of tariff-driven price increases on retailer and distributor order patterns, the reception of new product launches such as Solférino and upcoming Lacoste releases, and the continued ramp-up of e-commerce initiatives across platforms like Amazon and TikTok. Execution on supply chain localization and successful inventory management during the holiday season will also be key indicators of Inter Parfums’ ability to navigate industry volatility.
The stock currently trades at $115.05, down from $118.29 just before the earnings.
References:
[1] https://finance.yahoo.com/news/top-5-analyst-questions-inter-071215044.html
[2] https://www.nasdaq.com/articles/investing-interparfums-ipar-dont-miss-assessing-its-international-revenue-trends
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