タペストリーの第3四半期売上高は19%増

タペストリーが発表した第3四半期の売上高は、恒常為替レートベースで19%増の19億ドルとなった。この成長は、コーチ(Coach)ブランドの好調な業績と中華圏での売上が牽引した。

3月28日を末日とする当四半期の業績は、コーチおよびケイト・スペード(Kate Spade)の親会社の決算となる。プロフォーマベースではグループ全体の売上高は前年同期比23%増、売上総利益は22%増となり、売上総利益率は前年同期の76.1%から76.9%に改善した。同社は世界で240万人の新規顧客を獲得し、そのうち35%はZ世代であった。

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Nexon executives celebrate record 2025 revenue driven by Arc Raiders' massive success, with glowing charts showing billions in sales and millions of players.
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Nexon achieves record revenue in 2025 fueled by Arc Raiders

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Nexon reported a 6.5 percent increase in revenue for 2025, reaching 475.1 billion yen, or about 3.1 billion dollars, marking the third consecutive year of record highs. The company attributed much of this growth to the success of Arc Raiders, which sold over 14 million copies since its October launch. Peak concurrent players reached nearly one million on PC alone in January 2026, with around six million weekly active users.

Ermenegildo Zegna Group reported a 2.5% year-on-year revenue increase to €458.8 million in the first quarter of fiscal 2026, surpassing analyst expectations. The growth was driven by strong direct-to-consumer sales across its brands. Shares in the company rose 5% following the announcement.

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Kering posted flat revenue of €3.57 billion on a comparable basis for the first quarter of 2026. Gucci, its largest brand, saw sales decline 8% to €1.35 billion, missing expectations. Other houses like Bottega Veneta and Balenciaga recorded growth.

Puig, the Spanish beauty conglomerate, announced a 4.7% like-for-like revenue increase to €1.2 billion in the first quarter of 2026. The company outperformed the premium beauty market amid challenges in key regions. CEO Jose Manuel Albesa highlighted strong growth in makeup and skincare.

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Lanvin Group reported an 18% year-on-year decline in revenues to €240 million for fiscal 2025, amid macroeconomic challenges and an ongoing transformation. The company highlighted improvements in adjusted EBITDA and direct-to-consumer sales despite brand-specific declines.

NetApp (NTAP) reported Q3 2026 revenue of $1.71 billion and EPS of $2.12, surpassing analyst consensus of $1.69 billion and $2.07. A Seeking Alpha analysis highlights the company's stability and potential growth from AI inference. The article notes robust profitability amid concerns over memory shortages.

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Unity Technologies has reported financial results for the fourth quarter and fiscal year 2025 that surpassed its initial projections. The company achieved a 10% year-over-year revenue increase to $503 million, driven by strong performances in its Create and Grow Solutions segments. This announcement coincides with board changes, including the departure of key figures.

 

 

 

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