Announcement • May 06
SMCP S.A. Announces Executive and Committee Changes SMCP announced the appointment of Linda Li as President and CEO for North America. She will succeed Ida Simonsen, who has decided to pursue new opportunities, and whom the Group warmly thanks for her contribution to the development of its North American operations over the past years. Linda Li will join the Group’s Executive Committee. Prior to joining SMCP, Linda Li served as Managing Director & President of COS North America, where she successfully led the region’s omnichannel development and commercial performance. She previously spent many years within H&M Group in the Americas, holding several senior positions including Head of Marketing & Communications and Head of E-Commerce. She began her career at the Boston Consulting Group. Linda Li graduated from Harvard College and Harvard Business School. Announcement • Oct 23
SMCP S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026 SMCP S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026 Announcement • May 06
SMCP S.A., Annual General Meeting, Jun 12, 2025 SMCP S.A., Annual General Meeting, Jun 12, 2025. Location: 2 rue de marengo, paris France Announcement • Apr 29
SMCP S.A. to Report First Half, 2025 Results on Jul 29, 2025 SMCP S.A. announced that they will report first half, 2025 results on Jul 29, 2025 Announcement • Oct 29
SMCP S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025 SMCP S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025 Announcement • Oct 02
SMCP Group Announces Executive Changes SMCP Group announced the appointment of Ida Simonsen as President and CEO for North America. She will succeed to Paul Griffin who decided to pursue his career outside the Group. Ida Simonsen brings a wealth of experience to her new role. Most recently, she served as President of the Americas for Stella McCartney for over 12 years, where she played a crucial role in expanding its retail and wholesale presence across the United States, Canada, and Mexico. During her tenure, Ida guided Stella McCartney through significant transitions, including its change of shareholder from Kering to LVMH, and expanded the brand’s retail network in the Americas. Prior to her time at Stella McCartney, Ida held leadership positions at Marni, further enhancing her deep knowledge of the US market and the global fashion industry. Announcement • Apr 26
SMCP S.A., Annual General Meeting, Jun 06, 2024 SMCP S.A., Annual General Meeting, Jun 06, 2024. Announcement • Jan 27
SMCP S.A. Revises Earnings Guidance for the Fourth Quarter of 2023 SMCP S.A. revised earnings guidance for the fourth quarter of 2023. In the fourth quarter of 2023, Group sales remained stable compared to 2022 at constant exchange rates, despite a macro-economic context that continued to deteriorate: heightened geopolitical tensions, weak household consumption and persistent inflation. The good resilience of the Group in the United States offset a difficult month of December in Europe (particularly in France) and a less dynamic month than expected in China. Despite those headwinds, the Group decided to maintain a very strict discount policy. Taking these elements into account, the company expects a performance slightly below previous announcement: sales around €1.230 million, that is a growth at constant FX of +3.8% versus 2022 (previously “mid-single digit growth”). Valuation Update With 7 Day Price Move • Nov 23
Investor sentiment deteriorates as stock falls 36% After last week's 36% share price decline to €3.82, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.21 per share. Board Change • Nov 23
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Independent Director Atalay Atasu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Sep 07
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Independent Director Atalay Atasu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Aug 18
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Independent Director Atalay Atasu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jul 04
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Independent Director Atalay Atasu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jun 08
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Employees Representing Director Jean Loez was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • May 10
SMCP group Appoints Jérémie Le Febvre as CEO of Fursac, Effective 15 May 2023 SMCP group announced the appointment of Jérémie Le Febvre as CEO of Fursac, effective 15 May 2023. In this role, he will also join the SMCP Executive Committee. Jérémie Le Febvre, 40, is taking over as CEO of Fursac after several years in key positions in the fashion industry. Before joining the group, he managed A-COLD-WALL alongside its Artistic Director. Prior to that, he worked on several brands and notably AMI, at a key moment of its development, alongside the founding Artistic Director and the CEO. During this experience, he co-managed a multidisciplinary and global team that allowed him to put his leadership skills at the service of an ambitious creative environment, and to build a strong sensitivity for the world of men's fashion and the product. A graduate of HEC and holder of a Master's degree in International Corporate and Tax Law, Jérémie spent the first 10 years of his career in key positions in the financial industry. Board Change • Mar 13
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 04
Full year 2022 earnings released Full year 2022 results: Revenue: €1.21b (up 16% from FY 2021). Net income: €51.3m (up 117% from FY 2021). Profit margin: 4.3% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the United Kingdom. Board Change • Feb 16
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jan 27
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Nov 25
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 03
First half 2022 earnings released: EPS: €0.28 (vs €0.008 in 1H 2021) First half 2022 results: EPS: €0.28 (up from €0.008 in 1H 2021). Revenue: €565.4m (up 25% from 1H 2021). Net income: €20.7m (up €20.1m from 1H 2021). Profit margin: 3.7% (up from 0.1% in 1H 2021). Over the next year, revenue is forecast to grow 4.7%, compared to a 8.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. Board Change • Jul 15
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 10
Full year 2021 earnings: Revenues in line with analyst expectations Full year 2021 results: Revenue: €1.04b (up 19% from FY 2020). Net income: €23.6m (up €125.8m from FY 2020). Profit margin: 2.3% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 12% growth forecast for the retail industry in the United Kingdom. Reported Earnings • Sep 04
First half 2021 earnings released: EPS €0.01 (vs €1.20 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €453.3m (up 22% from 1H 2020). Net income: €600.0k (up €89.1m from 1H 2020). Profit margin: 0.1% (up from net loss in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Mar 04
New 90-day high: €5.94 The company is up 10.0% from its price of €5.42 on 04 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.27 per share. Is New 90 Day High Low • Dec 01
New 90-day high: €5.59 The company is up 47% from its price of €3.81 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.22 per share. 
