inditex

Companies, Relevant News Item 3rd December 2025

Inditex: Impressive Q3 results and very healthy start to Q4

Jefferies | Impressive Q3 results… with group sales/EBIT of €9.81bn/€2.37bn (cons €9.71bn/€2.25bn) for Aug-Sep, this for ex fx growth of +8.4% (versus cons of +7.8% and buyside apparently somewhere between 7% and 8%) which follows the 9% of current trading disclosed for 1-Aug to 8-Sep. Gross margin landed at +79bps year-on-year to 62.2%, versus cons/JEFe of +8bps/+55bps. EBIT margin progress was good (in light of fx sales dilution of -3.5%…

Companies 1st December 2025

Inditex results preview: expect solid sales performance in Q3 2025 and confirmation of 2025 targets expected

Banc Sabadell | We expect comparable sales growth in Q3 2025 (published 03/12) of 7.8%, representing a normalisation in the second half of the quarter to a solid 7% (versus 9% indicated in the trading update, Aug/8-Sep). At a reported level, it will fall to +3.8%, still penalised by the exchange rate effect. We expect some improvement in gross margin (10 bps to 61.6%), favoured by a comparable base, which,…

Companies 14th October 2025

Inditex opens store in Caesars Palace in Las Vegas, one of Nevada’s largest shopping centres

Link Securities | Inditex (ITX) has set its sights on Las Vegas (Nevada, United States), with the opening of a store in Caesars Palace, one of the largest gaming and shopping establishments in the state, according to a report on Tuesday by Expansión. Inditex announced that it will open a Zara flagship store in The Forum Shops at Caesars Palace, the shopping centre of the famous hotel and casino. The…

Companies 30th September 2025

Inditex considering leveraging supply chain and logistics to open Lefties stores in London and compete directly with Primark

Alphavalue/ Divacons | The Spanish fashion company plans to bring Lefties to London to compete directly with Primark. Although Zara continues to pursue a more premium positioning, the group is diversifying with low-cost brands, and Lefties fits into this segment, which has benefited from tight consumption. After growing in Spain, Portugal and Mexico, it is now expanding into France and the United Kingdom. Its great advantage over Shein, Temu and…

Companies, Ibex 18th September 2025

UBS raises recommendation for Inditex to “buy” from “neutral” and ups target price from €48 to €52

Alphavalue / Divacons | Shares in the Spanish fashion company rose 0.75% yesterday after UBS raised its recommendation to ‘buy’ from “neutral” and raised its target price from €48 to €52 thanks to a business model ‘based on local sourcing and the integration of physical and online sales’. Our analysts give Inditex upside potential of almost 10%. Meanwhile, José María Castellano, former CEO and vice-chairman of Inditex, passed away yesterday…

Companies, Relevant News Item 10th September 2025

Inditex sets new records again in first half of fiscal year, profit of €2.791 billion, but falls short of expectations

CdM | The textile company posted a net profit of €2.791 billion during the first half of its 2025-2026 fiscal year (between 1 February and 31 July), representing an increase of 0.8% over the previous year, according to Europa Press this morning. Inditex has thus once again achieved new records with its results, albeit with more moderate growth, below analysts’ forecasts. However, the company has highlighted the ‘strong’ start to…

Relevant News Item 17th July 2025

Inditex Board confirms distribution of gross dividend of €1.68 per share

Alphavalue/DIVACONS | On Tuesday, Óscar García Maceiras, CEO of the textile group, informed the General Shareholders’ Meeting that Inditex (ITX) will face the tariff scenario imposed by Donald Trump through innovation, flexibility and diversification of its business model. Maceiras detailed the success of collaborations such as Zara and Zara Home’s ‘The Apartment’ and the opening of Zacafé in Madrid, as well as the expansion of new customer interactions in markets…

In Europe 23rd June 2025

Inditex CEO says conditions not right for return to Russian market

Link Securities | Inditex (ITX) CEO Oscar García Maceiras said that conditions are not right for the owner of Zara to return to Russia, more than two years after it sold its local business following the invasion of Ukraine, according to the Inditex newspaper. When asked what circumstances would be right for the group to return to the market, the executive told the Financial Times that ‘an environment that is…

Spanish economy 22nd June 2025

Textile sector suffering: sales barely grow 0.17% in 2024

Bankinter | Sales in the textile sector in Spain stagnated in 2024 and 2025 is not expected to be ‘the year of recovery’. They grew by 0.17% to €11.04 billion, according to Acotex, the textile trade association. It forecasts heavy summer sales due to excess inventories, which will boost sales, but the end of the year faces high uncertainty. Analysis team’s view: Spending on clothing and discretionary consumption in general…

Spanish economy 12th March 2025

Inditex: A Q4 Beat And A Q1 To-Date Miss

Jefferies | ITX’s 5% Q4 EBIT beat confirmed the compounding power of the group’s affordable quality fashion proposition. Of course, it will be the clear miss in current trading at a 4% gain (versus we think buy-side at 7%/8%) which will set the debate this morning. The acceleration to 7% last week (as weather turned more seasonal) suggests that meteorological conditions were especially difficult during a small part of Q1…

1 2 3 … 9 »