Does Board Refresh Change The Bull Case For Interparfums Stock (IPAR)?

Nature's Sunshine (NYSE:USNA) reported $117M revenue, up 1.9% YoY, missing estimates. Herbalife (NYSE:HLF) reported $1.33B revenue, up 5.4%, beating estimates. Inter Parfums (NASDAQ:IPAR) reported $341M revenue, up 2.1%, beating estimates. All three stocks declined since earnings.

Goldman Sachs downgraded Interparfums Inc. (IPAR) to neutral from buy and raised its 12-month price target to $129 from $110, citing a forward P/E re-rating from 16x to 22x and limited further multiple upside. Goldman forecasts FY2026 revenue $1.51B and FY2027 $1.669B, with EPS estimates slightly below consensus, and expects organic growth to accelerate.

Inter Parfums (NASDAQ:IPAR) reported Q2 CY2026 revenue of $341 million, up 2.1% year on year and 0.6% above market expectations, according to the company. Full-year revenue guidance was $1.48 billion at the midpoint, 1.5% below analysts’ estimates. GAAP EPS was $0.95, 2.1% below consensus. The stock was flat at $128.43 after results.

Inter Parfums (IPAR) reported Q2 2026 revenue of $341 million, up 2.1% but below the $345.8 million estimate. Gross profit rose to $223.5 million, while operating profit fell 17.3% to $48.9 million. Net income fell 4.7% to $30.5 million and diluted EPS was $0.95. Cash from operations was $45.6 million.

INTERPARFUMS INC (IPAR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE INTERPARFUMS, INC. REPORTS 2026 SECOND QUARTER AND HALF YEAR RESULTS AND REAFFIRMS FULL YEAR SALES AND EARNINGS GUIDANCE Second Quarter Net Sales Rose to $341 Million with Diluted EPS of $0.95; First Half Net Sales Increased to $686 Million with

Inter Parfums shares fell 8.7% to €23.80 after H1 2026 results showed revenues down 7.3% reported and 3.7% at constant exchange rates versus expectations. Operating margin guidance was cut to 19%–20% from 23.2% in H1 2025. Full-year sales guided to €850m–€870m with a “moderate” decline.