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Ermenegildo Zegna N.V. (ZGN) Q2 2026 Sales/Trading Call Transcript

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Ermenegildo Zegna N.V. (ZGN) Q2 2026 Sales/Trading Call July 23, 2026 8:00 AM EDT

Company Participants

Paola Durante – Chief of External Relations
Gianluca Tagliabue – Group CEO & Executive Director
Alice Poggioli – Investor Relations Director

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Conference Call Participants

Adrien Duverger – Goldman Sachs Group, Inc., Research Division
Natasha Banoori – Morgan Stanley, Research Division
Oliver Chen – TD Cowen, Research Division
Anthony Charchafji – BNP Paribas, Research Division
Chris Gao – CLSA Limited, Research Division
Maria Meita – Bernstein Institutional Services LLC, Research Division
Daria Nasledysheva – BofA Securities, Research Division

Presentation

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Operator

Good afternoon, good morning, everyone. Thank you for joining the Ermenegildo Zegna Group First Half 2026 Preliminary Revenues Earnings Call. Please note that today’s material and presentation are available under the zegnagroup.com website.

Before we begin, we need to point out that the team will make certain forward-looking statements during the call. The group’s actual results may be materially different from those expressed or implied by those forward-looking statements. Also, these statements are subject to a number of risks and uncertainties, including those described in our SEC filings. Please refer to the forward-looking statement cautionary statement included at Page 2 of today’s presentation.

I’ll now hand over to Paola Durante, Chief of External Relations and Sustainability.

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Paola Durante
Chief of External Relations

Thank you. Thank you, operator, and good morning, good afternoon, everyone, and welcome to today’s call. As usual, Gianluca Tagliabue, Group CEO, will share the call, while I will begin with a brief comment on our second quarter revenue results before handing over to Gianluca for some final comments on key events of the quarter that you can see also highlighted in the opening page of the presentation and for some closing remarks.

I remind you that, as always, when commenting on revenue trends, we will focus on organic performance, which excludes foreign

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