Samsonite CEO on 1H Earnings, China, Tumi Expansion

The transcript discusses Samsonite's performance in the first half of the year, highlighting growth in China and India. It covers the Tumi expansion strategy and addresses corporate governance issues raised by Blue Orca. The future strategic direction is outlined, focusing on sustainable growth and operating leverage. The impact of trade wars and tariffs on the industry is also discussed, with a focus on sourcing strategies.

How did the company respond to the Blue Orca report?

What is the company's approach to balancing sales growth and operating leverage?

What is the expected impact of tariffs on the luggage industry according to the text?

What are the company's plans regarding sourcing and manufacturing in the USA?