FOSL · Fossil Group, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 12, 2026TL;DR. Fossil Group reported Q2 net sales of $209.7M (down 4.9%), but delivered 490 bps gross margin expansion to 62.4% and a doubling of constant-currency adjusted operating income to $8.6M. The company raised full-year guidance for net sales decline (now 3–5%) and adjusted operating margin (now 4–6%), and now expects positive full-year free cash flow.
- + Gross margin expanded 490 bps to 62.4% driven by full-price selling model, sourcing initiatives and lower tariffs.
- + Constant-currency adjusted operating income doubled to $8.6M from $4.3M a year ago.
- + Raised full-year adjusted operating margin guidance to 4%–6% from prior 3%–5%.
- + Raised full-year net sales decline guidance to 3%–5% from prior 4%–6%.
- + Now expects to generate positive free cash flow on a full-year basis in 2026.
- + Traditional watch wholesale sales grew 16% in the U.S. and Fossil brand traditional watches grew 12% globally in wholesale.
- − Q2 worldwide net sales declined 4.9% to $209.7M.
- − Europe net sales decreased 18.2% in constant currency due to Middle East geopolitical headwinds and business model changes.
- − GAAP net loss of $10.6M vs. net loss of $2.3M a year ago; interest expense nearly doubled to $8.3M.
- − Leathers category sales declined 31.4% and jewelry sales declined 11.3% in constant currency.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted earnings (loss) per share non-GAAP | -$0.17 | For the 26 Weeks Ended July 4, 2026 | — |
| Adjusted EBITDA non-GAAP | $23.9M | Fiscal 2026 Total | — |
GAAP → non-GAAP reconciliationGAAP Income (loss) before income taxes -$41.5M
+$28.3M Interest expense
+$11.4M Amortization and depreciation
+$2.3M Other long-lived asset impairments
-$0.9M Other non-cash charges
+$3.4M Stock-based compensation
+$22.9M Restructuring expense
+$3.1M Loss on extinguishment of debt
-$3.6M IEEPA tariff refund claims
-$0.8M Gain on sale of subsidiary
-$0.7M Interest income
= Adjusted EBITDA $23.9M
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| Adjusted net income (loss) non-GAAP | -$9.9M | For the 26 Weeks Ended July 4, 2026 | — |
| Adjusted operating income (loss) non-GAAP | $17.8M | For the 26 Weeks Ended July 4, 2026 | — |
| Adjusted operating margin non-GAAP | 3.5% | For the 13 Weeks Ended July 4, 2026 | — |
| As Adjusted Constant Currency Operating income non-GAAP | $18.1M | For the 26 Weeks Ended July 4, 2026 | — |
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| As Adjusted Constant Currency Operating margin non-GAAP | 4.2% | For the 26 Weeks Ended July 4, 2026 | — |
| Total stores | 176 | July 4, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Footwear & Accessories — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FOSL
this stock
Fossil Group, Inc.
|
$366.66M | +74.7% | -12.3% | — | 12.5% |
|
NKE
NIKE, Inc.
|
$53.04B | -44.4% | +0.2% | 17.0 | 5.8% |
|
DECK
Deckers Outdoor Corp
|
$10.67B | -24.6% | +9.8% | 11.1 | 6.9% |
|
ONON
On Holding AG
|
$10.01B | -36.3% | — | — | 6.9% |
|
CROX
Crocs, Inc.
|
$5.70B | +37.2% | -1.5% | 9.6 | 9.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FOSL | +6.5% | +34.6% | +24.0% | +32.2% | +74.7% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +7.2% | +34.5% | +11.8% | +32.8% | +62.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.