Cimpress Plc (CMPR)

Cimpress's stock has experienced movements over the past six months, declining by 17.03% between October 2024 and October 2025, but outperforming the S&P500 Index by 15.6% over the past six months. Key events include a fiscal Q4 loss despite a rise in revenue, Q3 FY25 earnings announcement, a virtual Investor Day, shareholder divestment, stock buybacks, and an upcoming Q1 FY26 earnings announcement. Cimpress reported a swing to a fiscal Q4 loss despite a rise in revenue. Several major shareholders sold 316,056 ordinary shares for approximately $25 million. Cimpress bought back $53 million in stock in fiscal year 2024 and an additional $20 million in Q1 fiscal year 2025.

The print-on-demand and promotional products industry experiences seasonal demand fluctuations, with increased demand for themed products during major holidays. Coated paper demand peaks from March to June and September to December, while white card paper demand peaks from September to December. Cimpress is shifting its focus from legacy products to elevated products, indicating that its evolving product mix plays a significant role in its demand patterns.

Cimpress is a global leader in mass customization, specializing in personalized products and services within the Commercial Printing Services and Specialty Business Services sectors. The company enables individuals and businesses to create customized printed and promotional materials through an innovative business model that aggregates small orders to achieve economies of scale. Major products and services include marketing materials, signage, promotional products, packaging, photo products, and digital services. Cimpress operates a diverse portfolio of customer-facing brands, including VistaPrint, WIRmachenDRUCK, Pixartprinting, and others.

Cimpress has a significant global presence, with offices and manufacturing facilities in Europe, North America, South America, India, Australia, the Philippines, China, and Japan. The company operates in 17 countries, serving a wide range of customers across various cultures and continents.

Cimpress aims to help businesses build brands through custom print and promotional products. The company's annual reports have a high usefulness score based on reviews, suggesting a positive perception among those who engage with its official communications. However, general media sentiment has been neutral to slightly negative, influenced by short-term EPS misses, despite analysts maintaining a positive outlook.

Cimpress's ownership is diverse, with institutional shareholders owning approximately 83.27% to 88.75% of the company's shares. Major institutional owners include Prescott General Partners LLC, Janus Henderson Group Plc, and Vanguard Group Inc. The largest individual shareholder is Robert S. Keane, the Chairman and CEO, who owns 46.85% of the company. Other significant individual insiders include Thomas W. Smith, Zachary Sternberg, and Scott J. Vassalluzzo.