Interparfums Inc Stock Price, News & Analysis

Interparfums (NASDAQ: IPAR) reported mixed Q2 2025 results with net sales of $334 million, down 2% from Q2 2024. European operations showed strength with a 6% increase, while U.S. operations declined 20%.

Key brand performances included Coach and Lacoste showing impressive growth of 59% and 42% respectively, with Lacoste positioned to become their next $100M brand. The company faced challenges including the Dunhill license discontinuation impact and tariff-related supply chain disruptions affecting GUESS and DKNY sales.

Management views Q2's softness as temporary, with planned pricing actions, new fragrance launches, and favorable foreign exchange rates expected to drive stronger H2 2025 performance.

Interparfums (NASDAQ GS: IPAR) has announced that its subsidiary, Interparfums SA, has secured an exclusive fragrance license agreement with Longchamp, the renowned Parisian luxury brand. The agreement extends through December 31, 2036, with the first fragrance launch expected in 2027.

Under the agreement, Interparfums SA will oversee the creation, development, production, and distribution of Longchamp fragrance lines through various channels, including brand points of sale, department stores, perfumeries, and duty-free shops. This strategic partnership aims to leverage Longchamp's brand recognition and design heritage to develop successful fragrance lines.

Interparfums (IPAR) reported strong Q1 2025 results with net sales increasing 5% to $339 million and diluted EPS rising 4% to $1.32. The company demonstrated improved profitability with gross margin expanding 120 bps to 63.7% and operating income growing 10% to $75 million. Key growth drivers included Jimmy Choo, Coach, and Lacoste fragrances in Europe, along with Donna Karan/DKNY, MCM, and Roberto Cavalli in the US. North America sales grew 14% while Eastern Europe rebounded with a 46% increase. The company maintained its 2025 guidance of $1.51 billion in net sales and $5.35 in EPS. Interparfums announced plans to launch its proprietary Solférino collection and prepare for the 2026 commercialization of newly acquired brands Off-White and Annick Goutal.

Interparfums (NASDAQ: IPAR) reported record Q1 2025 results with net sales reaching $339 million, a 5% increase from $324 million in Q1 2024. European operations saw a 7% growth to $248 million, while US-based sales declined 1% to $94 million (3% organic growth excluding Dunhill impact).

Key brand performance included Jimmy Choo (+36%), Lacoste (+30%), and Coach (+11%) showing strong growth, while Montblanc declined 16%. Donna Karan/DKNY grew 5%, MCM increased 17%, and Roberto Cavalli saw 28% growth. The company is implementing selective price increases in August 2025 to offset new tariffs and higher costs.

Interparfums reaffirmed its 2025 guidance of $1.51 billion in net sales and earnings per diluted share of $5.35, representing a 4% increase for both metrics.

Interparfums (NASDAQ: IPAR) has announced that its subsidiary, Interparfums SA, has acquired the worldwide intellectual property rights to Maison Goutal from Amorepacific Europe. The luxury fragrance brand, established by Annick Goutal in 1981, is known for its high-end perfumes, including the iconic L'Eau d'Hadrien line.

Under the agreement, Amorepacific Europe will continue operating the Goutal brand under a license agreement temporarily, with Interparfums SA taking over development from 2026. The brand, which has historically generated annual sales of $10-12 million, operates through owned boutiques and in-store corners both in France and internationally.

Goutal specializes in premium fragrances using high-quality natural ingredients. Camille Goutal, daughter of the founder, will remain involved in fragrance development to maintain the brand's heritage and values.

Interparfums (NASDAQ: IPAR) has announced the extension of its exclusive worldwide fragrance license agreement with Coach until June 30, 2031, adding five years to the original partnership that began in 2015.

The collaboration has been highly successful, with Coach fragrance sales growing from under €10 million in 2015 to approximately €190 million in 2024. The partnership's success is attributed primarily to the successful launches of Coach and Coach Dreams men's and women's lines.

Looking ahead, two significant new flankers for the Coach line are planned for launch in 2025, demonstrating the continued commitment to worldwide development in the perfumes sector. The brand has achieved notable success with equal popularity across both men's and women's fragrances.

Interparfums (NASDAQ: IPAR) reported record results for Q4 and full year 2024, achieving diluted EPS of $5.12 ($5.18 before impairment). The company saw 10% sales growth for both Q4 and full year, with strong performance across all key markets. Their top six brands, representing 70% of net sales, increased 4% for the full year.

Key financial metrics include a gross margin of 63.9%, operating income before impairment of $279 million (up 11%), and cash position of $235 million. The company invested $281 million in advertising and promotional activities, representing 19.3% of net sales.

Notable achievements include successful first-year management of Lacoste and Roberto Cavalli brands, exceeding $115 million in combined sales. The Board approved a 7% increase in annual cash dividend to $3.20 per share. For 2025, Interparfums reaffirmed guidance targeting net sales of $1.51 billion and EPS of $5.35, projecting 4% growth.

Interparfums (NASDAQ: IPAR) reported record sales for Q4 and full year 2024. Net sales increased 10% to $362 million in Q4 and 10% to $1.45 billion for the full year. European operations saw 6% Q4 growth and 10% annual growth, while US operations grew 16% in Q4 and 12% annually.

Key brand performance: Jimmy Choo, the largest brand, grew 11% in Q4 and 7% for the year. GUESS sales increased 17% in Q4 and 13% annually. New additions Lacoste and Roberto Cavalli contributed 8% to Q4 growth and 9% for the year. Lacoste achieved $85 million in 2024 sales, while Roberto Cavalli reached $31 million in its first year. Donna Karan/DKNY became the fifth brand to exceed $100 million in sales.

The company expects to meet its 2024 earnings target of $5.15 per diluted share, excluding a $0.07 impairment charge.

Interparfums has announced that its 72% owned French subsidiary, Interparfums SA, has secured all Off-White brand names and registered trademarks for Class 3 fragrance and cosmetic products. The company will begin commercial use of the fragrance brands after an existing license expires on December 31, 2025.

Founded in 2012 by the late designer Virgil Abloh, Off-White is recognized for its high-end streetwear influences, conceptual dimension, deconstructionist aesthetic, and distinct brand symbols. The partnership aims to explore new opportunities in the luxury fragrance sector.