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Interparfums, Inc.
NASDAQ: IPAR Consumer Staples FMCG 🔎 Screen
🏹 Trader: 🚀 Stage 2 + Near High 📈 Stage 2 🎯 Near 52W High 💎 VCP Breakout | BRS 76 Ready View all →
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$3.7B
Market Cap
16.2
P/E
1.30
PEG
21.6%
ROCE
20.3%
ROE
0.13
D/E
18.2%
OPM
-9.2%
% from 52W High
70
α RS
🔍 IPAR is showing a high-conviction setup because it matches 12 of 37 tracked screener presets, Sector RRG has Consumer Staples in the Leading quadrant with the trail still strengthening, and RS Rating is 70. Net: Broad signal stack, not a recommendation. ? Conviction RRG RS Rating
Sources
Conviction 12/37 · Consumer Staples in Leading quadrant · RS Rating 70
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🌏 Global Investor Returns
Currency-adjusted total returns for IPAR including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Interparfums, Inc., together with its subsidiaries, manufactures, markets, and distributes a range of fragrances and fragrance related products in the United States and internationally.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding IPAR
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Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 67.6K $6.1M 0.01% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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3-Statement Financial Model
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🎙 Management Tone Mixed ↑ Improving 4 quarters Full tone analysis in Intelligence →
📊 MIXED Inter Parfums Q1 2026: Sales $345M, EPS $1.35, Gross Margin 65.1%
Revenue & Profitability
Consolidated revenue was $345 million, net income was $43 million ($1.35 diluted EPS), and operating income was $74 million. European-based operations contributed $50 million in net income, while U.S. operations contributed $8 million. Gross margin expanded 140 basis points to 65.1%, and operating margin was 21.5%, down 70 basis points from 22.2% in the prior year.
Outlook
Management maintains full-year 2026 guidance of approximately $1.48 billion in sales and diluted EPS of $4.85. The global fragrance category is normalizing after exceptional growth but remains resilient, supported by accessible luxury and e-commerce tailwinds. The U.S. market is strong (up 7% in Q1, March up ~9%), while Europe is mixed with sluggish demand in France and Germany, and the Middle East is impacted by regional conflicts.
Growth Drivers
Key growth drivers include Coach (up 30%), Montblanc (14%), GUESS (11%), and Roberto Cavalli (32%). The direct-to-retail channel grew 16% and represents 43% of sales. Growth in Latin America (23% increase) and strong U.S. performance (especially Amazon and TikTok) are offsetting headwinds in Eastern Europe (-12%), Middle East (-12%), and Asia Pacific (-7%). New brand licenses (Beckham, Nautica) and next-year blockbuster launches are expected to fuel future growth.
Balance Sheet & CapEx
Not discussed in this earnings call beyond ongoing manufacturing optimization and building up a Korean subsidiary. No specific CapEx guidance was provided.
Margins
Gross margin expanded 140 basis points to 65.1%, driven by favorable channel mix, lower destruction costs, and pricing actions, partially offset by $6 million in tariffs. SG&A as a percentage of sales rose 200 basis points to 43.6% due to royalty costs, FX impacts, and higher logistics. Management expects gross margin stability for the full year 2026, with Q2 and Q3 likely normalizing from the Q1 'perfect storm'.
Key Risks
Risks flagged include ongoing regional conflicts in the Middle East (causing a 12% sales decline in that region), operational difficulties in Eastern Europe (down 12%), distribution changes in South Korea and India, softer consumer demand in Australia and New Zealand, and tariff-related costs ($6 million in Q1). Foreign exchange movements (4.6% tailwind on sales but also cost headwinds) and potential inflationary impacts from suppliers are also noted.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-05
Sales grew 2% in Q2 and H1 2026, led by strong brand and regional performance, despite Middle East headwinds. Gross margin improved, aided by tariff refunds, and guidance for 2026 is maintained with robust cash flow and upcoming blockbuster launches in 2027.
Q1 2026 Q1 2026 2026-05-06
Sales grew 2% to $345M with strong U.S. and Latin America performance, while Europe and Asia faced headwinds. Gross margin expanded to 65.1%, and net income rose 2% to $43M. Full-year guidance is unchanged, with new brand launches and innovation expected to drive growth in 2027.
Q4 2025 Q4 2025 2026-02-25
Record 2025 sales of $1.49B were driven by strong brand launches and digital expansion, despite tariff and FX headwinds. Guidance for 2026 remains steady amid market volatility, with major innovation expected in 2027.
Q3 2025 Q3 2025 2025-11-06
Q3 sales rose 1% year-over-year, with strong performance from key brands and digital channels, but gross margin declined due to tariffs. Full-year 2025 guidance calls for modest growth, with stronger gains expected in 2027 from new brand launches and innovation.
Q2 2025 Q2 2025 2025-08-06
Organic net sales grew 3% in H1, with strong European performance offsetting U.S. declines due to the Dunhill exit. Gross margin expanded, and 2025 guidance for $1.51B in sales and $5.35 EPS was reaffirmed, with e-commerce and new launches expected to drive H2 growth.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Information Sources:
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