Loading...
Back to narrative

1910: Profit Margin Reset And CFO Transition Will Support Stronger Long Term Upside

Rising Global Middle Class Will Boost Premium Travel Demand

1910 logo
1910
AnalystHighTarget
Not Invested
Published 11 Jul 2025

Update shared on 14 Dec 2025

Fair value Decreased 12%
n/a
n/a
AnalystHighTarget's Fair Value
n/a
Loading
1Y
-7.8%
7D
0.3%

Analysts have trimmed their price target on Samsonite Group by approximately 12 percent to about $25 per share, citing slightly lower expected profit margins. These are seen as more than offsetting modest improvements in projected revenue growth and valuation multiples.

What's in the News

  • Chief Financial Officer and Treasurer Reza Taleghani has informed Samsonite of his intention to step down to take a role at another company. He will remain in his position through January 2026 to support a smooth transition (Key Developments).
  • Samsonite will begin a formal search process to identify a new CFO, with a further announcement to be made once a successor is appointed (Key Developments).
  • The Board has scheduled a meeting for November 12, 2025 to review and approve quarterly results for the three and nine months ended September 30, 2025, and to address any other business (Key Developments).

Valuation Changes

  • Fair Value: lowered from HK$28.90 to HK$25.37, representing a reduction of roughly 12 percent in the intrinsic value estimate.
  • Discount Rate: eased slightly from 9.53 percent to 9.42 percent, indicating a marginally lower assumed risk profile.
  • Revenue Growth: raised modestly from 6.57 percent to 6.88 percent, reflecting a small upgrade to long term top line expectations.
  • Net Profit Margin: reduced from 10.92 percent to 9.90 percent, a meaningful downgrade to projected profitability.
  • Future P/E: increased slightly from 13.25x to 13.62x, implying a marginally higher valuation multiple applied to forward earnings.

Have other thoughts on Samsonite Group?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystHighTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystHighTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystHighTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.