Our Hotel Stories franchise brought the excitement of travel and the discovery of new destinations to our consumers this spring.

May 27, 2026 / receipt, needs a key / John Idle, CEO | earnings call 2026-05-27 | transcript 7495256d-f44c-466a-982d-513677661554 | chars 10642-10770 | segment 10

What we're really looking to do is go back in, renovate our existing shop and shops. We have fantastic locations in most of the department store partners that we're in today. The shops are old. They're tired. They need to reflect the new modern image of microcores and jet set and traveling the world in style.

Aug 6, 2025 / receipt, needs a key / John, CEO | earnings call 2025-08-06 | transcript 682ec35b-277c-4d78-9b6d-1e89d663efd8 | chars 47245-47555 | segment 48

We saw continued positive consumer response to our hotel story series underscoring the appeal of our compelling fashion and travel storytelling approach.

Aug 6, 2025 / receipt, needs a key / John Idle, CEO | earnings call 2025-08-06 | transcript 682ec35b-277c-4d78-9b6d-1e89d663efd8 | chars 4236-4389 | segment 4

The narrative captured exciting fashion moments in Ibiza and at the hotel while celebrating the joy of traveling the world in style.

Aug 6, 2025 / receipt, needs a key / John Idle, CEO | earnings call 2025-08-06 | transcript 682ec35b-277c-4d78-9b6d-1e89d663efd8 | chars 4520-4652 | segment 4

We believe our travel the world in style brand vision combined with our expanded network of influencers is helping us to reignite brand desirability.

Aug 6, 2025 / receipt, needs a key / John Idle, CEO | earnings call 2025-08-06 | transcript 682ec35b-277c-4d78-9b6d-1e89d663efd8 | chars 5342-5491 | segment 5

In February, we launched our new Jet Set storytelling, which reconnects with the heritage of the Michael Kors brand through our new brand vision of traveling the world in style.

May 28, 2025 / receipt, needs a key / John Idle, CEO | earnings call 2025-05-28 | transcript a62efb2d-442b-40d5-9e5e-968af394300c | chars 5997-6174 | segment 6

The first chapter of Hotel Stories took place in Ibiza, at the Montessor Hotel featuring English actress and singer Suki Waterhouse. The story features exciting fashion moments captured in Ibiza and at the hotel while celebrating the joy of traveling the world in style.

May 28, 2025 / receipt, needs a key / John Idle, CEO | earnings call 2025-05-28 | transcript a62efb2d-442b-40d5-9e5e-968af394300c | chars 6332-6602 | segment 6

I would put one caveat on that, and that's China. China, we have actually seen a slowdown We saw that happening about a month, month and a half ago, where things have actually gotten a little more difficult. And that's predominantly because of the COVID restrictions. And, you know, we are having various either cities or malls open and close, and it's been causing a great deal of difficulty. And I'm sure you've seen the data. Actual internal travel inside of China is down as well, domestic travel. So we've taken a much more cautious approach, even than where we were before on China. And we think that it's going to take time for that region to recover for us.

Nov 9, 2022 / receipt, needs a key / John, CEO | earnings call 2022-11-09 | transcript 438339ae-a61f-4782-bc09-53cdd2ab3d35 | chars 26420-27085 | segment 27

This was driven by strong growth across all our houses benefiting from robust domestic consumer demand, as well as an increase in travel.

Nov 9, 2022 / receipt, needs a key / John Idle, CEO | earnings call 2022-11-09 | transcript 438339ae-a61f-4782-bc09-53cdd2ab3d35 | chars 4206-4343 | segment 4

So I think we're still seeing the positive of that where people are traveling throughout Europe. And as you are aware, the major cities in Europe are seeing quite a robust lift with people traveling, mainly Europeans traveling, but also Americans traveling over to Europe.

Nov 9, 2022 / receipt, needs a key / John, CEO | earnings call 2022-11-09 | transcript 438339ae-a61f-4782-bc09-53cdd2ab3d35 | chars 47023-47295 | segment 48

We are less optimistic, and you could see that in our forecasts about China. There's a number of things happening there, again, most of which you all on this call know. First is there is different restrictions that are being put in place in multiple cities at multiple different times. We have stores that are opening and closing, working on reduced hours. So that's causing some issues in that marketplace. Secondly, travel is down dramatically. We believe the report in June was close to 50%. And that's inter-country travel. And that's definitely having an effect on all three of our luxury houses.

Aug 9, 2022 / receipt, needs a key / John, CEO | earnings call 2022-08-09 | transcript 6c16e2b9-ac58-403a-bdf0-c31638e79022 | chars 28028-28629 | segment 28

In EMEA, revenue increased 21% on a reported basis or 37% in constant currency, also above our expectations. This was driven by strong growth across all houses benefiting from robust domestic consumer demand, as well as an increase in pan-European travel.

Aug 9, 2022 / receipt, needs a key / John Idle, CEO | earnings call 2022-08-09 | transcript 6c16e2b9-ac58-403a-bdf0-c31638e79022 | chars 3947-4202 | segment 3

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company_statement / Sep 16, 2026 / receipt

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company_statement / Sep 14, 2026 / receipt

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company_statement / Sep 14, 2026 / receipt

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company_statement / Sep 14, 2026 / receipt

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company_statement / Sep 11, 2026 / receipt

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company_statement / Sep 11, 2026 / receipt

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company_statement / Sep 11, 2026 / receipt

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company_statement / Sep 10, 2026 / receipt

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company_statement / Sep 9, 2026 / receipt

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company_statement / Sep 9, 2026 / receipt

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company_statement / Sep 9, 2026 / receipt

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