boohoo group Earnings Call Transcripts
Fiscal Year 2026
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Turnaround efforts have driven a 97% reduction in pre-tax loss, 22% lower net debt, and 50% EBITDA growth for the leading segment. Marketplace expansion, cost reductions, and tech investments position the group for strong EBITDA and GMV growth in the next three years.
Fiscal Year 2025
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FY 2025 saw a successful turnaround with GBP 41.6 million Adjusted EBITDA, strong Debenhams brand growth, and significant deleveraging. The group is pivoting to a marketplace-led model, with a positive outlook for FY 2026 and ongoing focus on profitability and cash generation.
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Debenhams has completed a multi-year turnaround, shifting to a capital-light, marketplace-led online model with strong growth in GMV and profitability. New strategic initiatives, ESG partnerships, and a refreshed leadership team underpin the group’s ambitious vision for future expansion.
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GMV declined 6% year-over-year, mainly due to youth brands, while Debenhams delivered strong growth and profitability as a marketplace. Cost reductions, inventory management, and a successful equity placing position the group for improved margins and future growth.