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Pandora Sees 6% 2025 Growth, Keeps Margin Guidance After Soft Q4

Weak holiday traffic in North America weighed on sales, driving a sharp drop in the stock.

Overview

  • Preliminary, unaudited figures indicate 6% organic growth for 2025 versus prior 7–8% guidance, with a group EBIT margin around 24%.
  • Q4 2025 organic growth was 4% on flat like-for-like sales, as November and December store traffic fell short of expectations.
  • Profitability held up with an estimated Q4 gross margin near 78% and EBIT margin about 33.5%, implying full-year EBIT around DKK 7.8 billion.
  • Management pointed to external pressures from commodity prices, foreign exchange and tariffs, offset in part by strong gross margins and cost control.
  • New CEO Berta de Pablos-Barbier will present audited results and 2026 strategic priorities on Feb. 5, including plans to reduce commodity exposure.