Key Takeaways Rapid ramp-up in travel retail and digital publishing is driving outsized revenue growth, margin expansion, and profitability through operational efficiency and recurring earnings. Enhanced financial flexibility enables value-creating acquisitions and strategic reallocations, positioning the company for leadership in fast-growing and consolidating markets.
Key Takeaways Expansion in travel retail and premium offerings at key travel hubs is driving revenue and margin growth, supported by increased air travel and strategic concessions. Focus on digital publishing, geographic diversification, and active portfolio optimization is boosting operational efficiency, reducing risk, and enhancing financial flexibility.
Key Takeaways Heavy reliance on travel retail exposes Lagardère to shifting travel behaviors and vulnerability from declines in airport foot traffic and consumer spending. Digital progress in publishing lags market leaders, with legacy print declines and increased media competition threatening long-term revenue and margin growth.
Lagardere SA engages in content publishing, production, and broadcasting content media, entertainment, etc., and distribution of products and services in France, the United Kingdom, the United States, Canada, Spain, and internationally. It operates through Lagardère Publishing, Lagardère Travel Retail, and other Activities divisions. The Lagardère Publishing division includes book publishing and e-publishing businesses, which cover the areas of education, general literature, illustrated books, partworks, dictionaries, children and youth adult, mobile games, board games, and stationery and distribution in English, French, and Spanish languages. Its Lagardère Travel Retail division involved in retail activities in transit areas and concessions in travel essentials, duty free and fashion, and food services fields. It operates through stores under its own international store names, such as Relay, Hubiz, 1Minute, Hub Convenience, Discover, Tech2go, Aelia Duty Free, The Fashion Gallery, The Fashion Place, Eye Love, So Chocolate, Bread&Co., So! Coffee, Trib’s, Vino Volo, FIX, Beercode, Natoo, Marché, etc., as well as store names with a local identity comprising BuY Paris Duty Free, Casa Del Gusto, Sawa, Extime Duty Free, Icons, and The Belgian Chocolate House. It also operates stores under franchises or licenses, with retail partners that include TripAdvisor, Fnac, iStore, Marks & Spencer, Hermès, Victoria’s Secret, Nespresso, Costa Coffee, Burger King, EL&N, Panda Express, Pierre Hermé,, Eric Kayser, and Paul. Its Other segment comprises of Lagardère News under Le Journal du Dimanche, Le JDNews, and the Elle brand; Lagardère Radio; Lagardère Live Entertainment; and Lagardère Paris Racing sports club. The company was formerly known as Lagardère SCA and changed its name to Lagardere SA in June 2021. Lagardere SA was founded in 1826 and is headquartered in Paris, France. Lagardere SA operates as a subsidiary of Louis Hachette Group S.A..
