London · Delayed Price · Currency is GBP · Price in GBX Moonpig Group Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 6.5% to £373m, with adjusted EBITDA up 8.1% and EPS up 19.5%. Strong cash generation enabled increased dividends and share buybacks. Strategic focus remains on leveraging group assets, deepening customer relationships, and operational excellence.
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Core brand revenue grew 9.4% in H1 FY26, with Adjusted EPS up 13% and subscriptions surpassing one million. Strong trading momentum continues into H2, supported by technology investments, new product launches, and a robust capital return program.
Fiscal Year 2025
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Strong FY2025 results featured 9% brand growth, 27.6% EBITDA margin, and 18% EPS growth, with robust free cash flow enabling shareholder returns. Gift attach rates and subscriptions rose, while new tech and partnerships drove operational gains. CEO succession is planned.
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Delivered strong revenue and earnings growth, driven by high customer retention, technology-led personalization, and expanding international presence. Initiated dividends and buybacks, with robust guidance for continued growth and margin strength.
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Strong top- and bottom-line growth driven by Moonpig's double-digit revenue increase and robust customer metrics, while Greetz showed sequential improvement. EBITDA margin targets were upgraded, and cash generation enabled a new dividend and share buyback.
Fiscal Year 2024
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A platform-based strategy is driving sustainable double-digit growth, powered by technology, AI, and strong customer retention. Expansion into new markets, product innovation, and a resilient financial model support robust cash generation and new capital returns.
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Strong full-year results driven by card order and new customer growth, with profitability and cash flow exceeding expectations. Outlook remains positive with mid- to high-single-digit revenue growth forecast, ongoing deleveraging, and potential capital returns to shareholders.
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Full-year results showed accelerated revenue and profit growth, driven by strong card orders, new customer gains, and successful subscription launches. Enhanced technology and product features boosted customer engagement, while robust cash generation and reduced leverage support future growth and potential capital returns.