Added to YB: 2026-04-09
Pitch date: 2026-02-13
FOSL [bullish]
Fossil Group, Inc.
+37.2%
current return
Author Info
No bio for this author
Company Info
Fossil Group, Inc., together with its subsidiaries, designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally.
Market Cap
$283.0M
Pitch Price
$3.79
Price Target
10.00 (+92%)
Dividend
N/A
EV/EBITDA
4.38
P/E
-3.34
EV/Sales
0.48
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Fossil Group, Inc. - $FOSL
FOSL: New CEO Fogliato (ex-Salomon/Columbia) executing turnaround post-decade decline. Refinancing complete, ABL extended to 2030, $50M liquidity added. LTM EBITDA $24M; mgmt targets $100M+ via cost cuts, store closures, royalty renegotiations. Est $70-100M EBITDA by 2026/27. High-single-digit multiple = $10+ PT vs ~$3 today (~3x upside). Risks: execution, vendor concessions timing, China tariffs. Catalysts: EBITDA inflection, de-levering, renewed coverage, potential M&A interest.
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