Quarterlytics / Consumer Cyclical / Luxury Goods / Fossil Group, Inc.

Fossil Group, Inc.

fosl · NASDAQ Consumer Cyclical
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Ticker fosl
Exchange NASDAQ
Sector Consumer Cyclical
Industry Luxury Goods
Employees 5200
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FY2022 Annual Report · Fossil Group, Inc.
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Dear Stockholders,

Over  the  past  several  years,  we  have  been  challenged  in  an  unprecedented 

manner  -  first  with  a  global  pandemic  and  now  with  a  geopolitical  and 

humanitarian  crisis  in  Eastern  Europe.  Our  hearts  and  prayers  go  out  to  the 

Ukrainian  people  during  these  devastating  times.  Despite  these  challenges, 

disruptions and hardships, our teams have adapted and supported each other, 

our communities, and our company.  We are incredibly proud of our global team’s 

agility and commitment, truly a testament to the “All for One” spirit that drives 

our Fossil culture.

Amid the pandemic disruptions of the past two years, we transformed and reshaped our business 

to a digitally-led organization through the “New World Fossil 2.0 – Transform to Grow Program”.  

By reorganizing ways of working, reducing our reliance on physical brick and mortar distribution and 

accelerating our investments in digital and brand building, we are on a path to sustained, profitable 

growth. In 2021, we grew worldwide net sales by 16% and significantly improved our profitability, 

delivering earnings per share of $0.48. Additionally, global sales generated by our digital channels 

exceeded 40%.

During the year, we successfully completed our multi-year work under the New World Fossil program, 

which exceeded our $250 million cost savings target.  With a leaner cost base, we also improved our 

balance sheet with a $150 million notes offering, ending the year with over $400 million in liquidity 

and a more flexible capital structure.

Brand  building  through  product  innovation  and  marketing  remains  at  the  heart  of  everything  we 

do and 2021 was no exception. From our Limited Edition Space Jam collection and celebration of 

existing iconic watch designs to our latest generation smartwatch, Gen 6, we saw strong consumer 

response to our brands.  With product newness and storytelling, we drove a 22% growth in traditional 

watches.  We also saw jewelry emerge as a category that is contributing more meaningfully to our 

growth. While this is still a relatively small category for Fossil Group, jewelry is a large addressable 

market, where our design and distribution capabilities create a natural growth adjacency.

F O S S I L   G R O U P   A N N U A L   R E P O R T

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S T R A T E G I C   P R I O R I T I E S

We  are  executing  against  a  large  and  growing  watch  market,  with  favorable  trends  in  both  the 

traditional  and  smartwatch  segments  and  in  even  larger  addressable  markets  in  jewelry  and 

leathers.  Our 2021 results reinforce that our strategic initiatives are working. You can expect to see 

us continue to sharpen our focus on these areas that are contributing to our business performance 

and driving value for our shareholders.

Our strategic priorities remain at the center of our growth plans for 2022 and include accelerating 

our  digital  footprint,  building  brand  heat  through  product  innovation  and  marketing,  capturing 

operating efficiencies and driving growth in China and India.

Our ESG program, Make Time for Good, reflects our strategy to be a more purpose-driven organization 

and enhance the communities in which we operate. In 2022, we look forward to sharing our first 

sustainability report.

L O O K I N G   A H E A D

In these extraordinary times, I am extremely proud of what our organization has accomplished. As 

we look ahead, while the macro environment remains dynamic, we are clear about our path forward. 

We enter 2022 with confidence in our positioning and our ability to deliver sustainable, profitable 

growth.  We  are  grateful  to  our  shareholders  and  remain  committed  to  driving  performance  that 

creates consistent value.

Sincerely,

K O S T A   N .   K A R T S O T I S 

Chairman and CEO

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Financial Highlights

F I S C A L   Y E A R                       

(in thousands, except per share data)

Net sales ($)

Gross profit ($)

2021

2020

2019

2018

2017

1,870,036

1,613,343

2,217,712 

2,541,488 

2,788,163

966,374

770,356

1,099,438

1,340,137

1,358,839

Operating income (loss) ($)

92,637

<135,319>

<28,383>

62,711

<424,276>

Net income (loss) attributable to Fossil Group, Inc. ($)

25,434

<96,095>

<52,365>

<3,478>

<478,172>

Earnings per share:

        Basic ($)

        Diluted ($)

Weighted average common shares and common 
equivalent shares outstanding:

        Basic (#)

        Diluted (#)

Working capital ($)

Total assets ($)

0.49

0.48

<1.88>

<1.88>

<1.04>

<1.04>

<0.07>

<0.07>

<9.87>

<9.87>

51,961

52,777

51,116

51,116

50,230

50,230

49,196

49,196

48,468

48,468

487,108

431,949

500,278

652,766

781,900

1,368,719

1,478,505

1,604,732

1,575,198

1,658,372

Total long-term liabilities ($)

367,714

479,947

541,711

380,764

568,337

Stockholders’ equity attributable
to Fossil Group, Inc. ($)

463,226

439,090

503,054

585,543

576,133

F O S S I L   G R O U P   A N N U A L   R E P O R T

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Corporate Information

E X E C U T I V E   O F F I C E R S   &   D I R E C T O R S 

O F F I C E   O F   T H E   C H A I R M A N

Kosta N. Kartsotis 
Chairman of the Board 
and Chief Executive Officer

Jeffrey N. Boyer 
Chief Operating Officer

Greg A. McKelvey 
Executive Vice President, 
Chief Commercial Officer

Randy C. Belcher 
Executive Vice President, Asia Pacific

Holly L. Briedis 
Executive Vice President, 
Chief Digital Officer

Sunil M. Doshi 
Senior Vice President, 
Chief Financial Officer and 
Treasurer

Steven A. Evans 
Executive Vice President, 
Chief Brand Officer

Darren E. Hart 
Executive Vice President,  
Human Resources

Melissa B. Lowenkron 
Senior Vice President and 
General Manager, Fossil Brand 

Mark R. Belgya 
Director

William B. Chiasson 
Director

Kim Harris Jones 
Director

Kevin Mansell 
Lead Director 

Diane L. Neal 
Director

Marc R. Y. Rey 
Director

Gail B. Tifford 
Director

O U R   W E B S I T E

C O R P O R A T E   I N F O R M A T I O N

The company maintains a website at www.fossilgroup.com.  
Certain event and investor relations information concerning the 

company are available at the site.

A N N U A L   M E E T I N G

The Annual Meeting of Stockholders will be held on 

Wednesday, May 18, 2022, at 9:00 a.m. local time 
in a virtual meeting format via webcast.

C O M P A N Y   I N F O R M A T I O N

A copy of the company’s Annual Report on Form 10-K, as filed with 

the Securities and Exchange Commission, and the Annual Report to 

Stockholders, in addition to other company information, is available 

to stockholders without charge upon written request to Fossil Group, 

Investor Relations, 901 S. Central Expressway, Richardson, Texas 

75080-7302, or online at www.fossilgroup.com.

Transfer Agent & Registrar

Computershare  

P. O. Box 505000  

Louisville, KY 40233-5000

Principal Independent Auditors

Deloitte & Touche, LLP 

2200 Ross Avenue 

Dallas, Texas 75201

Corporate Counsel

Akin Gump Strauss Hauer & Feld, LLP 

2300 N. Field Street, Suite 1800 

Dallas, Texas 75201

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W W W . F O S S I L G R O U P . C O M