Revolution Beauty Group Earnings Call Transcripts
Fiscal Year 2026
-
Profitability returned in H2 with a GBP 4.3m EBITDA profit, driven by cost savings, improved gross margin, and digital sales growth. Revenue declined year-over-year due to prior management actions, but underlying sales and e-commerce are rebounding, with double-digit growth expected.
Fiscal Year 2025
-
Revenue declined 20% year-over-year due to portfolio simplification, but underlying profitability improved with adjusted EBITDA margin rising to 5.5%. Strategic focus on core SKUs, cost savings, and innovation is driving growth in key categories, with a return to sales growth expected in Q4.
Fiscal Year 2024
-
Returned to profitability in FY 2024 with revenue up 2% to £191m and gross margin rising to 46.2%. Short-term sales dip expected in H1 FY 2025 due to SKU rationalization, but growth anticipated in H2 as innovation and core brand focus take effect.