Samsonite Group S.A.

SEHK:1910 Lagerbericht

Marktkapitalisierung: HK$18.3b

Samsonite Group Management

Management Kriterienprüfungen 3/4

Samsonite Group CEO ist Kyle Gendreau , ernannt in May 2018, hat eine Amtszeit von 8.08 Jahren. Die jährliche Gesamtvergütung beträgt $7.80M , bestehend aus 21.8% Gehalt und 78.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.26% der Aktien des Unternehmens, im Wert von HK$47.13M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.7 Jahre bzw. 4 Jahre.

Wichtige Informationen

Kyle Gendreau

Geschäftsführender

US$7.8m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts21.79%
Amtszeit als Geschäftsführer8.1yrs
Eigentum des Geschäftsführers0.3%
Durchschnittliche Amtszeit des Managements3.7yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Jun 16

1910: Buyback And Dual Listing Moves Will Support Upside Potential

Analysts have made a small downward adjustment to their Samsonite Group price target to HK$16.99 from HK$17.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E, while keeping the overall valuation framework broadly unchanged. What’s in the News for Samsonite Group Samsonite Group S.A. announced a share repurchase program of up to $50 million, with buybacks planned within a price range of HK$5 to HK$40 per share, funded from internal resources and intended to offset dilution from share-based awards.
Narrativ-Update Jun 02

1910: Share Buyback Plan Will Support Dual Listing Upside Potential

Analysts have trimmed their fair value estimate for Samsonite Group from HK$19.18 to HK$16.99, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The Board of Directors authorized a share buyback plan on May 13, 2026, according to company disclosures.
Narrativ-Update May 19

1910: Buybacks And Dividend Policy Will Support Long Term Upside

Analysts have made a slight adjustment to Samsonite Group's target, with their updated fair value estimate moving from about HK$26.13 to around HK$26.11. This reflects revised assumptions on discount rate, revenue growth, profit margin and future P/E expectations.
Analyseartikel May 15

Samsonite Group S.A. Just Missed EPS By 32%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Samsonite Group S.A. ( HKG:1910 ) released its quarterly result to the market. The...
Narrativ-Update Apr 29

1910: Dual Listing Progress And New Share Issuance Mandate Will Support Stronger Outlook

Analysts have trimmed their HK$ price target for Samsonite Group to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. This has resulted in a modest reset of expectations for the stock.
Narrativ-Update Apr 15

1910: Dual Listing Preparations And New CFO Appointment Will Support Upside Potential

Analysts have trimmed their price target for Samsonite Group to around HK$23.13 from about HK$23.97, reflecting updated assumptions that combine a slightly higher discount rate and more moderate revenue growth with a small uplift in expected profit margins and future P/E. What's in the News Samsonite Group plans a board meeting on March 19, 2026, to consider and approve final results for the year ended December 31, 2025, and to consider a cash dividend recommendation to shareholders (Key Developments).
Narrativ-Update Mar 31

1910: Dual Listing Plans And Margin Outlook Will Support Long Term Upside

Analysts have modestly raised their HK$ price target for Samsonite Group after updating their assumptions. These now include a slightly higher fair value estimate, an adjusted discount rate, marginally softer revenue growth expectations, a stronger profit margin outlook, and a small change in projected future P/E.
Narrativ-Update Mar 17

1910: Dual Listing And Leadership Change Will Support Stronger Future Outlook

Analysts have adjusted Samsonite Group's price target from HK$22.78 to HK$23.97. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.
Narrativ-Update Mar 03

1910: Dual Listing Progress And New CFO Will Support A Stronger Outlook

Analysts have made a small trim to their HK$19.84 fair value estimate for Samsonite Group, now at roughly HK$19.81. This reflects slightly higher assumed discount rates alongside marginally adjusted forecasts for revenue growth, profit margins and future P/E multiples.
Narrativ-Update Feb 17

1910: Dual Listing Plans And CFO Transition Will Guide A Measured Outlook

Analysts have slightly increased their fair value estimate for Samsonite Group to around HK$19.84 from about HK$19.79, reflecting modestly revised assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Samsonite Group S.A. has proposed amendments to its Articles of Incorporation, including measures to facilitate a potential dual listing and to allow American Depositary Shares to be listed on a United States stock exchange, alongside a proposal to cancel all outstanding treasury shares following completion of any potential dual listing (Company announcement).
Narrativ-Update Feb 03

1910: CFO Transition And Private Placement Will Shape A Measured Outlook

Analysts have made a small downward adjustment to their price target for Samsonite Group to about US$19.79. This reflects updated assumptions for discount rates, modestly higher projected revenue growth, slightly firmer profit margins and a marginally higher future P/E multiple.
Narrativ-Update Jan 20

1910: Private Placement And CFO Transition Will Shape A Measured Outlook

Analysts have raised their price target on Samsonite Group from $13.97 to $19.80, citing updated assumptions for revenue growth, profit margins, and a higher forward P/E multiple. What's in the News Samsonite Group S.A. closed a private placement transaction on December 29, 2025, indicating that a financing deal has been completed rather than just announced (Key Developments).
Analyseartikel Jan 12

We Think Samsonite Group (HKG:1910) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrativ-Update Jan 06

1910: Higher Future P/E And CFO Transition Will Support Long Term Upside

Analysts have adjusted their price target on Samsonite Group to US$25.37, citing updated assumptions around the discount rate, revenue growth, profit margin, and a higher future P/E multiple as key drivers of the change. What's in the News Samsonite Group S.A. closed a private placement transaction on December 29, 2025, completing a previously announced capital-raising move (Key Developments).
Narrativ-Update Dec 14

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

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.
Analyseartikel Dec 08

Samsonite Group S.A.'s (HKG:1910) Shares Climb 25% But Its Business Is Yet to Catch Up

Samsonite Group S.A. ( HKG:1910 ) shares have had a really impressive month, gaining 25% after a shaky period...
Narrativ-Update Nov 28

1910: Share Buyback Completion and Leadership Transition Will Drive Stronger Outlook

Analysts have raised their fair value estimate for Samsonite Group from $21.49 to $22.78. This adjustment reflects improved revenue growth and profit margin forecasts.
Narrativ-Update Nov 14

1910: Share Buyback Completion Will Improve Market Sentiment Going Forward

Samsonite Group's analyst price target has increased by $1.00 to $21.49, as analysts cite improved revenue growth forecasts, which are offset by a slightly lower profit margin and reduced discount rate. What's in the News Samsonite S.A. announced that CFO and Treasurer Reza Taleghani will step down for a role at another company.
Analyseartikel Oct 02

Returns On Capital Are Showing Encouraging Signs At Samsonite Group (HKG:1910)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Analyseartikel Sep 18

Samsonite Group (HKG:1910) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrativ-Update Sep 05

Emerging Markets Expansion Will Shape Future Travel Trends

Despite the consensus Analyst Price Target for Samsonite Group remaining unchanged at HK$20.49, a sharp rise in the Future P/E from 12.33x to 96.17x signals increased market expectations or potential earnings weakness. What's in the News Samsonite launched the Paralux Collection, a premium line of sustainable luggage and bags made with at least 50% recycled materials, featuring user-repairable wheels and dual-access design, and recipient of two Red Dot awards for Sustainability and Design.
Analyseartikel Sep 03

Samsonite Group S.A. (HKG:1910) Investors Are Less Pessimistic Than Expected

It's not a stretch to say that Samsonite Group S.A.'s ( HKG:1910 ) price-to-earnings (or "P/E") ratio of 10.4x right...
Analyseartikel Jul 24

Is There Now An Opportunity In Samsonite Group S.A. (HKG:1910)?

While Samsonite Group S.A. ( HKG:1910 ) might not have the largest market cap around , it saw a significant share price...
Analyseartikel Jun 16

Is Samsonite Group (HKG:1910) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel May 27

Here's Why Shareholders May Want To Be Cautious With Increasing Samsonite Group S.A.'s (HKG:1910) CEO Pay Packet

Key Insights Samsonite Group to hold its Annual General Meeting on 3rd of June CEO Kyle Gendreau's total compensation...
Analyseartikel May 15

Samsonite Group S.A. Just Missed Earnings - But Analysts Have Updated Their Models

As you might know, Samsonite Group S.A. ( HKG:1910 ) last week released its latest first-quarter, and things did not...
Analyseartikel May 08

Samsonite Group (HKG:1910) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Apr 23

Is It Too Late To Consider Buying Samsonite Group S.A. (HKG:1910)?

Samsonite Group S.A. ( HKG:1910 ), is not the largest company out there, but it saw significant share price movement...
Analyseartikel Apr 07

Little Excitement Around Samsonite Group S.A.'s (HKG:1910) Earnings As Shares Take 39% Pounding

Samsonite Group S.A. ( HKG:1910 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Analyseartikel Feb 16

Is Samsonite International S.A. (HKG:1910) Trading At A 50% Discount?

Key Insights The projected fair value for Samsonite International is HK$45.63 based on 2 Stage Free Cash Flow to Equity...
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Neues Narrativ Jan 23

Expansion Into DTC And Tumi Growth May Boost Future Revenue, But Consumer Sentiment Remains A Concern

Strategic expansion in DTC and Tumi brand investment is set to boost revenue through direct consumer engagement and premium positioning.
Analyseartikel Jan 13

What Is Samsonite International S.A.'s (HKG:1910) Share Price Doing?

Samsonite International S.A. ( HKG:1910 ), is not the largest company out there, but it saw a significant share price...
Analyseartikel Nov 15

Samsonite International S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Samsonite International S.A. ( HKG:1910 ) just released its latest third-quarter report and things are not looking...
Analyseartikel Nov 14

Samsonite International (HKG:1910) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Oct 28

Samsonite International S.A.'s (HKG:1910) Price Is Out Of Tune With Earnings

With a median price-to-earnings (or "P/E") ratio of close to 10x in Hong Kong, you could be forgiven for feeling...
Analyseartikel Sep 30

Should You Investigate Samsonite International S.A. (HKG:1910) At HK$20.55?

While Samsonite International S.A. ( HKG:1910 ) might not have the largest market cap around , it saw a double-digit...
Analyseartikel Sep 16

Is Samsonite International (HKG:1910) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Jul 11

Here's Why Samsonite International (HKG:1910) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Jun 26

Is Samsonite International S.A. (HKG:1910) Potentially Undervalued?

Samsonite International S.A. ( HKG:1910 ), is not the largest company out there, but it received a lot of attention...
Analyseartikel Jun 14

Samsonite International (HKG:1910) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Analyseartikel May 22

Samsonite International (HKG:1910) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel May 22

We Think You Should Be Aware Of Some Concerning Factors In Samsonite International's (HKG:1910) Earnings

Samsonite International S.A.'s ( HKG:1910 ) stock didn't jump after it announced some healthy earnings. Our analysis...
Analyseartikel Apr 09

Here's Why We Think Samsonite International (HKG:1910) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Mar 28

Is There An Opportunity With Samsonite International S.A.'s (HKG:1910) 35% Undervaluation?

Key Insights Samsonite International's estimated fair value is HK$45.78 based on 2 Stage Free Cash Flow to Equity...
Analyseartikel Mar 02

Samsonite International S.A.'s (HKG:1910) Shares Climb 29% But Its Business Is Yet to Catch Up

Samsonite International S.A. ( HKG:1910 ) shares have had a really impressive month, gaining 29% after a shaky period...
Analyseartikel Feb 07

Is Now The Time To Look At Buying Samsonite International S.A. (HKG:1910)?

Samsonite International S.A. ( HKG:1910 ), might not be a large cap stock, but it received a lot of attention from a...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Kyle Gendreau im Vergleich zu den Einnahmen von Samsonite Group verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$273m

Dec 31 2025US$8mUS$2m

US$289m

Sep 30 2025n/an/a

US$302m

Jun 30 2025n/an/a

US$294m

Mar 31 2025n/an/a

US$310m

Dec 31 2024US$12mUS$2m

US$346m

Sep 30 2024n/an/a

US$378m

Jun 30 2024n/an/a

US$420m

Mar 31 2024n/an/a

US$407m

Dec 31 2023US$11mUS$1m

US$397m

Sep 30 2023n/an/a

US$453m

Jun 30 2023n/an/a

US$402m

Mar 31 2023n/an/a

US$370m

Dec 31 2022US$10mUS$1m

US$313m

Sep 30 2022n/an/a

US$277m

Jun 30 2022n/an/a

US$213m

Mar 31 2022n/an/a

US$103m

Dec 31 2021US$9mUS$1m

US$14m

Sep 30 2021n/an/a

-US$341m

Jun 30 2021n/an/a

-US$446m

Mar 31 2021n/an/a

-US$563m

Dec 31 2020US$3mUS$1m

-US$1b

Sep 30 2020n/an/a

-US$1b

Jun 30 2020n/an/a

-US$891m

Mar 31 2020n/an/a

-US$678m

Dec 31 2019US$4mUS$1m

US$133m

Vergütung im Vergleich zum Markt: KyleDie Gesamtvergütung ($USD7.80M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Hong Kong ($USD445.87K).

Entschädigung vs. Einkommen: KyleDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Kyle Gendreau (56 yo)

8.1yrs
Amtszeit
US$7,800,000
Vergütung

Mr. Kyle Francis Gendreau, C.P.A., serves as Independent Director of Caleres, Inc. since November 2024. He has been Chief Executive Officer and Executive Director of Samsonite Group S.A. (formerly known as...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Kyle Gendreau
CEO & Executive Director8.1yrsUS$7.80m0.26%
HK$ 47.1m
Thomas Pizzuti
Executive Vice President & Chief Financial Officerless than a yearkeine Datenkeine Daten
Alvin Concepcion
Head of Investor Relationsno datakeine Datenkeine Daten
John Livingston
Executive VPno datakeine Datenkeine Daten
Subrata Dutta
President of Asia Pacific & Middle East3.7yrskeine Datenkeine Daten
Juan Roberto Martínez
President of Latin America12.1yrskeine Datenkeine Daten
Lynne Berard
President of North Americano datakeine Datenkeine Daten
Damien Mignot
President of Europeless than a yearkeine Datenkeine Daten
Luciano Rodembusch
President of TUMIless than a yearkeine Datenkeine Daten
Wing Tsz Ho
Joint Company Secretary3.8yrskeine Datenkeine Daten
William Yue
Vice President of Investor Relationsno datakeine Datenkeine Daten
3.7yrs
Durchschnittliche Betriebszugehörigkeit
56yo
Durchschnittliches Alter

Erfahrenes Management: 1910Das Führungsteam des Unternehmens gilt als erfahren (3.7 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Kyle Gendreau
CEO & Executive Director15.3yrsUS$7.80m0.26%
HK$ 47.1m
Glenn Richter
Independent Non-Executive Director1.4yrsUS$200.00kkeine Daten
Jerome Griffith
Independent Chairman9.8yrsUS$200.00kkeine Daten
Sameer Suneja
Independent Non-Executive Directorno datakeine Datenkeine Daten
Deborah Thomas
Independent Non-Executive Director1.4yrsUS$100.00kkeine Daten
Claire Bennett
Independent Non-Executive Director4yrsUS$100.00kkeine Daten
Angela Brav
Independent Non-Executive Director4yrsUS$100.00kkeine Daten
4.0yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter

Erfahrener Vorstand: 1910Die Vorstandsmitglieder gelten als erfahren (4 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/29 13:35
Aktienkurs zum Tagesende2026/06/29 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Samsonite Group S.A. wird von 27 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Phoebe TseBarclays
Ruofan ChenBofA Global Research
Ching Yu ChanCGS International