Key Takeaways Strategic focus on direct-to-consumer growth, global retail expansion, and rapid diversification could drive sustainable gains in sales, margins, and long-term earnings. Strong liquidity, cost management, and dual listing position the company for increased investor confidence, valuation growth, and superior capital returns.Read more
Key Takeaways Expanding demand in emerging markets and rising air travel are expected to boost sales and support Samsonite's outperformance in the travel goods sector. Shifts toward sustainability, direct-to-consumer sales, and operational efficiency will enhance margins, pricing power, and overall profitability.Read more
Key Takeaways Normalization of global travel and shifting consumer preferences away from physical goods will hinder long-term revenue and sales growth. Rising competition, regulatory pressures, and lengthening product replacement cycles are set to weaken market share, margins, and recurring revenue.Read more
Samsonite Group S.A. engages in the design, manufacture, sourcing, and distribution of luggage, business and computer bags, outdoor and casual bags, and travel accessories in Asia, North America, Europe, and Latin America. The company sells its products under the Samsonite, Tumi, American Tourister, Gregory, High Sierra, Lipault, and Hartmann brands, as well as other owned and licensed brand names. It distributes its products through wholesale distribution channels, as well as through company-operated retail stores and e-commerce. The company was formerly known as Samsonite International S.A. and changed its name to Samsonite Group S.A. in January 2025. Samsonite Group S.A. was founded in 1910 and is headquartered in Luxembourg, Luxembourg.
