Settembre debole e Groupe SEB rivede (al ribasso) le previsioni di crescita e utile per il 2025

Groupe SEB non ha atteso il 23 ottobre, data della ‘trimestrale’ per comunicare al mercato una revisione delle prospettive di fatturato e utile per il 2025, che corregge le previsioni fatte a luglio. “Lo scenario anticipato alla fine di luglio non si è materializzato con l’attesa intensità, soprattutto in settembre che è un mese chiave e segna l’apertura della alta stagione” , scrive l’azienda in un comunicato diffuso il 6 ottobre. 

Un andamento più debole del previsto in Europa si aggiunge all’atteggiamento di attesa dei clienti consumer e professional statunitensi. La buona perfroamnce in Asia e la crescita in Sud America non sono sufficienti per contrastare i deboli risultati dei due principali mercati.

Per l’intero 2025 il Gruppo ora prevede di pareggiare le vendite realizzate nel 2024 (contro il +2 – +4% previsto a luglio) mentre il reddito operativo sarà più probabilmente compreso fra 550 e 600 milioni di euro contro i 700-750 milioni prospettati.

Following the meeting of its Board of Directors and in accordance with stock market regulations, Groupe SEB is revising its outlook for the current fiscal year. The scenario anticipated at the end of July has not materialized at this stage with the expected intensity, notably in September, which is a key month in the third quarter and marks the start of the high season. In an uncertain and volatile environment, the Group is adopting a more cautious stance for year-end, in a context of sustained market competition. This revision reflects softer-than-expected business in Europe. In addition, in the United States, the Group has remained significantly impacted in recent weeks by a wait-and-see attitude from both Consumer and Professional customers. The success of recent product launches, the continued good momentum in several European countries, the solid performance in Asia and the improvement in South America are not, in the short term, sufficient to offset these trends. Third-quarter sales are expected to show a slight organic decline, resulting in lower results, below our forecasts. For full-year 2025, the Group now anticipates stable to slightly positive organic sales growth (versus the +2% to +4% range announced in July). Operating Result from Activity should come in between €550m and €600m (versus €700m to €750m previously). The Group is fully mobilized to accelerate the conversion of identified opportunities and rapidly return to its profitable growth trajectory. It is intensifying its efficiency efforts, relying on the robustness of its business model as well as its rich innovation pipeline in 2025 and 2026. The publication of third-quarter sales and financial information, scheduled for October 23 after market close, will provide additional details.