Inter Parfums [IPAR]
Every date below is sourced from the FY2025 10-K (acc. 0001753926-26-000464) or the Q1'26 10-Q. Where a date is not disclosed it says NOT DISCLOSED. Nothing here is inferred.
| date | event | why it matters |
|---|---|---|
| 2026-12-31 | Anna Sui licence expires (plus one 5-year optional term) | Inside 12 months. Not in the disclosed brand-revenue table, so <4% of sales. |
| 2026-12-31 | Graff licence expires (plus three optional 3-year terms if certain sales targets are met) | Inside 12 months. Renewal is conditional on performance, not automatic. |
| 2026-12-31 | Moncler licence expires (plus a 5-year option if certain conditions are met) | Inside 12 months. The most prominent of the three in the 10-K narrative. |
| 2027-07-01 | Lanvin repurchase right becomes exercisable — the seller may buy back the Lanvin brand names and trademarks for €70 million (~$82 million) | A dated, fixed-price, one-sided call written against an owned brand. The only dated quantified structural risk in this three-name cluster. |
| 2027-12-31 | Boucheron licence expires ("for the main existing lines") | |
| 2027-12-31 | French Connection licence expires (plus a 10-year option if sales targets met) | |
| 2028-03-14 | Abercrombie & Fitch and Hollister licences expire | Two brands, one date. Also: the Fierce distribution agreement is separately terminable by either party on two years' notice — so it can be terminated at any time, effective two years later. |
| 2028-04-01 | David Beckham licence becomes effective (20-year term to 2047) | Signed January 2026. A dated, contracted revenue addition. |
| 2029-12-31 | Roberto Cavalli licence expires | |
| 2030-01-01 | Nautica licence becomes effective (20-year term to 2049) | Signed January 2026. Dated, contracted. |
| 2030-12-31 | Montblanc (15% of sales) and MCM licences expire | |
| 2030-06-30 | Kate Spade licence expires | |
| 2031-06-30 | Coach (15% of sales) licence expires — renewed March 2025 | |
| 2031-12-31 | Jimmy Choo (17% of sales, largest brand), Ferragamo, Oscar de la Renta, Emanuel Ungaro | |
| 2032-10-31 / 2032-12-31 | Karl Lagerfeld / Donna Karan-DKNY | |
| 2033-12-31 | Van Cleef & Arpels — renewed December 2024 | |
| 2036-12-31 | Longchamp — signed July 2025 | |
| 2038-12-31 | Lacoste | |
| 2048-12-31 | GUESS (12% of sales) — renewed December 2025 for an additional 15 years | The strongest renewal datum on the file |
| date | event | source |
|---|---|---|
| 2026 (month NOT DISCLOSED) | Goutal launch — IPAR's first year of commercial use after acquiring the IP from Amorepacific Europe in March 2025; the prior licence expired 2025-12-31 and commercial use began 2026-01-01 | 10-K Item 1 |
| 2026 (month NOT DISCLOSED) | 11th fragrance added to the Solférino collection plus an international distribution ramp | 10-K Item 1 |
| late 2026 and early 2028 | Two new Lanvin initiatives | 10-K Item 1 |
| 2027 (month NOT DISCLOSED) | Longchamp first launch | 10-K Item 1 |
| 2027 (month NOT DISCLOSED) | Off-White first launch under the acquired trademark | 10-K Item 1 |
| 2026 | Management "expect[s] we will continue to make progress" toward 21% promotion-and-advertising as a share of net sales (from 19.8%) | 10-K MD&A |
| date | event | source |
|---|---|---|
| 2026-07-22 | An 8-K was filed (acc. 0001753926-26-001221). Contents not retrieved within the time box — flagged as an unread recent filing rather than characterised. | EDGAR submissions index |
| ~2026-08-05 (ESTIMATED, NOT CONFIRMED) | Q2 2026 results. IPAR filed its Q2 10-Q on 2025-08-05 and 8-Ks on 2025-08-05; no 8-K announcing the 2026 date had been filed as of 2026-07-30. | — |
No FDA-style binary and no undated existential regulatory risk. IPAR's risk calendar is contractual and dated, which is structurally the most tractable risk profile of the three names in this cluster.