Moncler Spa · MIL:MONC
Moncler Spa — 9M 2026 Earnings Presentation
19 slides from Moncler Spa's earnings presentation, Oct 21, 2026
Slide 1: 9M 2026 Interim Management Statement
9M 2026 INTERIM MANAGEMENT STATEMENT
Slide 2: CEO message by Remo Ruffini
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 2 “In the third quarter, our industry continued to navigate an extremely complex environment. In times like these, it is important to remain rigorous, grounded and, above all, focused on our brand strategy, guided by our long- term vision. The rec
Slide 3: Moncler Group 9M 2026 Revenues Highlights
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 3 MONCLER GROUP | 9M 2026 REVENUES HIGHLIGHTS (1) EUR M; CFX GROWTH % Q3 9M 9M 2026 Group revenues reached EUR 1,895.4m, +6% vs. 9M 2025. 0% +6% Q3 Group revenues were EUR 615.6 605.5 1,895.4 605.5m, flat YoY. These results 1,841.3 include Moncler
Slide 4: New York in Moncler
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 4 NEW YORK IN MONCLER Q3 HIGHLIGHTS THE UNTOLD STORY ‘ NEW YORK IN MONCLER’ | A RETROSPECTIVE OF PIONEERING NEW YORK MOMENTS After decades of shared moments, Moncler told the story of its relationship with New York through one of the largest open-
Slide 5: New York in Moncler: Fifth Avenue flagship
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 5 NEW YORK IN MONCLER Q3 HIGHLIGHTS MONCLER FIFTH AVENUE | THE BRAND’S LARGEST-EVER GLOBAL FLAGSHIP XXXXXXXXX During the New York in Moncler retrospective, on September 10th Moncler unveiled its largest-ever global flagship on Fifth Avenue. Design
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Slide 7: Moncler Other Q3 Highlights
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 7 MONCLER | OTHER Q3 HIGHLIGHTS MONCLER X FRAGMENT BY HIROSHI FUJIWARA MONCLER FOOTWEAR | THE MONCLER CITYTREK MONCLER FOOTWEAR | THE MONCLER TRAILGRIP XXXX GTX X CLARKS WALLABEE The long-standing collaboration entered a new chapter with a Drawing
Slide 8: Stone Island Q3 Highlights
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 8 STONE ISLAND | Q3 HIGHLIGHTS OPENING OF THE NEW FLAGSHIP STORE IN ROME STONE ISLAND OPENING OF THE SOUND NEW |FLAGSHIP THE CALMSTORE AND THE IN ROME SELFRIDGES OPENING OFTHE THECORNER NEW FLAGSHIP SHOP | SELECTED STORE IN WORKS ROME CHAOS '982–'
Slide 9: Moncler Revenues by Geography
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 9 MONCLER | REVENUES BY GEOGRAPHY MONCLER REVENUES (EUR M; CFX GROWTH %) Q3 9M 9M 2026 Moncler brand revenues reached EUR 1,589.2m, +6% vs. 9M 2025. +6% (1%) Q3 revenues were down 1% YoY, 514.2 1,553.2 1,589.2 impacted by a slowdown in the 499.6 D
Slide 10: Moncler Revenues by Channel
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 10 MONCLER | REVENUES BY CHANNEL MONCLER REVENUES (EUR M; CFX GROWTH %) Q3 9M Moncler DTC revenues rose to EUR 1,290.8m in 9M 2026, +6% vs. 9M 2025. +6% (1%) In Q3, revenues in this channel 514.2 1,553.2 1,589.2 were down 2% YoY, due to a 499.6 ch
Slide 11: Stone Island Revenues by Geography
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 11 STONE ISLAND | REVENUES BY GEOGRAPHY STONE ISLAND REVENUES (EUR M; CFX GROWTH %) Q3 9M 9M 2026 Stone Island brand revenues reached EUR 306.2m, +8% vs. 9M 2025. +5% +8% Q3 revenues were up 5% YoY, 105.9 306.2 with both the DTC and the 101.4 288.
Slide 12: Stone Island Revenues by Channel
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 12 STONE ISLAND | REVENUES BY CHANNEL STONE ISLAND REVENUES (EUR M; CFX GROWTH %) Q3 9M Stone Island DTC revenues rose to EUR 155.9m in 9M 2026, +11% vs. 9M 2025. +5% +8% In Q3, revenues in this channel 105.9 306.2 remained on a positive growth 10
Slide 13: Group Mono-Brand Store Network
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 13 GROUP MONO-BRAND STORE NETWORK MONCLER DOS: 305 STONE ISLAND DOS: 94 30.09.2026 30.06.2026 31.12.2025 MONCLER STONE ISLAND MONCLER STONE ISLAND MONCLER STONE ISLAND ASIA 150 53 147 54 146 54 EMEA 97 33 97 33 98 32 AMERICAS 58 8 54 8 51 9 RETAIL
Slide 14: Appendix
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 14 APPENDIX
Slide 15: 2024-2026 Half-Year Income Statement
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 15 2024-2026 HALF-YEAR INCOME STATEMENT H1 2026 H1 2025 H2 2025 FY 2025 H1 2024 H2 2024 FY 2024 EUR m % on rev. EUR m % on rev. EUR m % on rev. EUR m % on rev. EUR m % on rev. EUR m % on rev. EUR m % on rev. REVENUES 1,289.9 100.0% 1,225.7 100.0%
Slide 16: 2026 Revenues Quarterly Performance
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 16 2026 REVENUES QUARTERLY PERFORMANCE Q1 26 vs. 25 Q2 26 vs. 25 Q3 26 vs. 25 EUR m 2026 2025 cFX 2026 2025 cFX 2026 2025 cFX MONCLER 766.5 721.8 12% 323.1 317.2 3% 499.6 514.2 (1%) STONE ISLAND 114.1 107.3 11% 86.3 79.4 11% 105.9 101.4 5% GROUP T
Slide 17: 2026 Revenues YTD Performance
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 17 2026 REVENUES YTD PERFORMANCE Q1 26 vs. 25 H1 26 vs. 25 9M 26 vs. 25 EUR m 2026 2025 cFX 2026 2025 cFX 2026 2025 cFX MONCLER 766.5 721.8 12% 1,089.6 1,039.0 9% 1,589.2 1,553.2 6% STONE ISLAND 114.1 107.3 11% 200.3 186.7 11% 306.2 288.1 8% GROUP
Slide 18: Financial Calendar, Shareholding, IR Contacts
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 18 FINANCIAL CALENDAR, SHAREHOLDING, IR CONTACTS FINANCIAL CALENDAR IR CONTACTS 18.02.2027 FY 2026 Consolidated Financial Results [email protected] 21.04.2027 Q1 2027 Interim Management Statement 22.07.2027 H1 2027 Financial Results E
Slide 19: Disclaimer
9M 2026 INTERIM MANAGEMENT STATEMENT 21 OCTOBER 2026 19 DISCLAIMER This presentation is being furnished to you solely for your information and may not be reproduced or redistributed to any other person. This presentation might contain certain forward-looking statements that reflect the Company’s man