Lanvin Group (LANV) Investor Presentation summary

Strategic positioning and brand portfolio

• Operates as a global luxury fashion group with dual headquarters in Shanghai and Milan, managing five heritage brands: Lanvin, Wolford, Sergio Rossi, St. John, and Caruso.

• Brands collectively generated €329 million in 2024 revenue, with Lanvin, Wolford, and St. John each contributing over 20% of group revenues.

• Maintains a vertically integrated production model, supporting craftsmanship and innovation across its brands.

• Leverages a synergistic business model and strategic alliances with industry leaders to drive growth and operational efficiency.

• Focuses on sustainability and luxury craftsmanship as core differentiators.

Financial performance and operational highlights

• Reported €329 million in 2024 revenue, a 23% decrease from 2023, attributed to challenging macroeconomic conditions.

• Achieved a 56% gross margin in 2024, with a 15% reduction in general and administrative expenses year-over-year.

• Operating cash flow improved by 32% from 2020 to 2024, despite revenue decline.

• Adjusted EBITDA margin was -28% in 2024, impacted by one-off costs related to logistics integration and creative transitions.

• Implemented cost control, inventory management, and retail network optimization to enhance profitability.

Growth strategies and market opportunities

• Pursues organic growth and strategic acquisitions, with a strong pipeline for future investments.

• Expanded digital and omnichannel capabilities, resulting in a 4.9x increase in global digital revenue from 2020 to 2024.

• Focuses on high-potential markets in Europe, North America, and Asia, with a unique position as the only global luxury group headquartered in Asia.

• Continues to optimize its store network, closing underperforming locations and opening new boutiques in key markets.

• Drives brand revitalization through creative leadership changes and targeted product and channel strategies.