Ermenegildo Zegna N.V. (ZGN)

Investors interested in stocks from the Retail - Apparel and Shoes sector have probably already heard of Ermenegildo Zegna N.V. (ZGN) and On Holding (ONON).

Ermenegildo Zegna N.V. (NYSE:ZGN ) Q2 2025 Earnings Call September 5, 2025 8:00 AM EDT Company Participants Paola Durante - Chief of External Relations Gianluca Tagliabue - COO & CFO Conference Call Participants Anthony Charchafji - BNP Paribas Exane, Research Division Thomas Nass - TD Cowen, Research Division Chris Huang - UBS Investment Bank, Research Division Louise Singlehurst - Goldman Sachs Group, Inc., Research Division Presentation Operator Good afternoon, and good morning, everyone.

Zegna's core brand outperforms, supported by quiet luxury trends and family-led agility, despite headwinds from Thom Browne and APAC weakness. Temasek's investment strengthens Zegna's balance sheet and validates the current valuation, aligning with our $10/share target price. Sam Lobban's appointment as Thom Browne CEO is expected to aid the brand's turnaround. We trim sales and core EBIT margin, but we remain buyers on ZGN stock.

Ermenegildo Zegna N.V. (NYSE:ZGN ) H1 2025 Sales/ Trading Statement Call July 30, 2025 7:30 AM ET Company Participants Ermenegildo Zegna di Monte Rubello - Executive Chairman & CEO Gianluca Ambrogio Tagliabue - COO & CFO Paola Durante - Corporate Participant Chief of External Relations - Corporate Participant Conference Call Participants Adrien Duverger - Goldman Sachs Group, Inc., Research Division Anthony Charchafji - BNP Paribas Exane, Research Division Oliver Chen - TD Cowen, Research Division Operator Good afternoon, and good morning, everyone.

MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €927.7 million in H1 2025, -3.4% YoY from €960.1 million in H1 2024 (-2.0% organic). In the second quarter, revenues reached €468.9 million, -5.7% YoY (-2.6% organic). YoY performance at reported currencies in Q2 2025 was notably affected by the appreciation of the Euro against key currencie.

MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced that Rodrigo Bazan, Chief Executive Officer of Thom Browne, is stepping down from his role to pursue other opportunities, effective August 31, 2025. Sam Lobban will assume the role of Chief Executive Officer on September 2, 2025. Rodrigo Bazan has led the Thom Browne brand since 2016. Under his leadership, along.

Singapore state investment company Temasek plans to raise its stake in Italian luxury fashion house Ermenegildo Zegna to up to 10%, two sources familiar with the matter said on Tuesday.

MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) and Venezio Investments Pte. Ltd., an indirect wholly-owned subsidiary of Temasek Holdings (Private) Limited (“Temasek”) today announced an agreement under which the Singapore-headquartered investment company will invest in the Italian luxury Group. Temasek has agreed to purchase 14,121,062 in the Company treasury shares, at a p.

MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE: ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or “the Group”) today announced that it will report its preliminary revenues for the first half of 2025 on Wednesday, July 30, 2025, at 6:00 a.m. ET (12:00 p.m. CET). A conference call will follow at 7:30 a.m. ET (1:30 p.m. CET) and will also be accessible through a live webcast. Please refer to the details below. The related press release and.

MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) announced that all resolutions submitted to the annual general meeting held on June 26, 2025 were adopted, including the proposal to approve a dividend distribution of EUR 0.12 per ordinary share, corresponding to a total dividend distribution on the outstanding ordinary shares of approximately EUR 30 million1. The distribution.

Ermenegildo Zegna (ZGN) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced the publication of the convocation notice for its Annual General Meeting (“AGM”), which will be held on Thursday, June 26, 2025 at 2:00 p.m. CET at the Steigenberger Airport Hotel Amsterdam, Stationsplein ZW 951, 1117 CE Schiphol-Oost, the Netherlands. The convocation notice, explanatory notes, and other AGM mate.

Zegna's diversified product portfolio and strategic acquisitions, including Tom Ford, position it well for future growth despite current operational margin challenges. The luxury fashion market is evolving, with a shift towards comfort and sustainability, and Zegna's emphasis on craftsmanship and quality aligns with these trends. Despite a slight YoY revenue decline, Zegna's DTC channel and key brands like TOM FORD Fashion show promising growth, offsetting wholesale performance drops.

Ermenegildo Zegna N.V. (NYSE:ZGN ) Q1 2025 Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Paola Durante - Chief of External Relations Gianluca Tagliabue - COO & CFO Conference Call Participants Oliver Chen - TD Cowen Chris Huang - UBS Anthony Charchafji - BNP Paribas Natasha Banoori - Morgan Stanley Daria Nasledysheva - Bank of America Merrill Lynch Louise Singlehurst - Goldman Sachs Group Operator Good afternoon.

MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €458.8 million for the first quarter of 2025, -0.9% year-on-year (YoY) and -1.2% organic from €463.2 million in the first quarter of 20242. Ermenegildo “Gildo” Zegna, Chairman and CEO of the Ermenegildo Zegna Group, commented: “Despite the ongoing challenges in our sector, all our three bran.