Earnings Feed

ACVA

Consumer

1mo

ACV reported Q2 2025 revenue of $194 million, a 21% year-over-year increase, within guidance despite challenging market conditions.
Adjusted EBITDA was $19 million, at the midpoint of guidance, with margin improving 520 basis points year-over-year.
Auction & Assurance revenue grew 20% year-over-year, comprising 57% of total revenue, driven by 13% unit growth and 6% ARPU increase.
Marketplace Services revenue grew 25% year-over-year, representing 39% of total revenue, with record results for ACV Transport and ACV Capital.
Non-GAAP cost of revenue as a percentage of revenue decreased by approximately 200 basis points year-over-year.
Non-GAAP net income margin increased by 430 basis points year-over-year, also at the midpoint of guidance.
Non-GAAP operating expenses, excluding cost of revenue, decreased by 300 basis points year-over-year as a percentage of revenue.
SaaS and data services revenue remained approximately flat year-over-year, comprising 4% of total revenue.

ZGN

Consumer

Adjusted EBIT for the group was EUR 69 million with a margin of 7.4%, down 100 basis points from prior year due to higher costs and currency headwinds.
Gross profit was EUR 626 million with a margin of 67.5%, improving by 110 basis points mainly due to better channel mix favoring DTC.
H1 2025 revenues reached EUR 928 million, down 2% organically, driven by a strong 6% organic growth in DTC channel.
Net profit increased 53% to EUR 47.9 million, boosted by higher financial income and foreign exchange gains, with tax rate reduced to 30% from 35%.
Selling, general and administrative costs were EUR 502 million, stable year-over-year but with increased incidence on revenues to 54.1%.
Thom Browne segment EBIT declined sharply to EUR 4 million from EUR 20 million due to wholesale revenue drop and increased DTC costs.
Tom Ford Fashion segment recorded a EUR 19 million adjusted EBIT loss, worsening from EUR 12 million loss last year due to investments in expansion and infrastructure.
Zegna segment adjusted EBIT improved to EUR 94 million with a 14.3% margin, up 150 basis points driven by operating leverage and cost control.

EWCZ

Consumer

Adjusted EBITDA increased 4.7% to $21.6 million, with margin expansion of 420 basis points to 38.7%.
Gross margin improved modestly to 74.6%, driven by higher royalty, marketing fees, and product margin improvements.
Net interest expense rose slightly to $6.6 million, and adjusted net income increased 5.6% to $11.8 million.
Q2 ended with 1,059 centers, a net decrease of 3 centers, better than anticipated closures.
Same-store sales grew 30 basis points year-over-year, showing modest improvement.
SG&A expenses increased by $1.6 million to $14.5 million, influenced by payroll, professional fees, and stock-based compensation.
System-wide sales decreased 1% year-over-year to $257.6 million in Q2 2025.
Total revenue declined 6.6% to $55.9 million, mainly due to lower wholesale product and retail sales.