Baby Bunting Group Ltd (ASX:BBN)

Full Year 2026 Baby Bunting Group Ltd Earnings Call Transcript

Aug 13, 2026 / 11:15 PM GMT

Release Date Price: A$1.21 (+4.78%)

Transcript

Key Points

Positve

Record sales of $556 million, up 6.5%, with comp store sales growth of 3.5%.
Gross margin improved to 41.2%, a 100 basis point increase, marking a second consecutive record.
Pro forma NPAT grew 33.9% to $16.1 million, with second-half profit up 54% year-on-year.
Store of the Future refurbishments delivered 18% sales uplift, with payback maintained at under three years.
New customer acquisition rose 4.2%, and online sales continued strong growth with 100% store fulfillment.

Negative

Second-half sales growth was impacted by delays in new car seat range deliveries and increased refurbishment-related store closures.
The company lost 1,000 retail trading days due to refurbishment closures, with 60% occurring in the second-half, dragging comps by 0.5%.
No final dividend was paid, and the company expects to return to a historical cash conversion ratio of 80% from 96.4%.
FY27 guidance assumes a moderation in comp sales growth due to the ramp-up of the refurbishment program.
The small-format pilot rollout has been paused, with only two of three stores EBITDA positive and the third flat.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BBN.AX - Baby Bunting Group Limited
Full Year 2026 Baby Bunting Group Ltd Earnings Call
Aug 13, 2026 / 11:15PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the Baby Bunting Group Limited FY26 results presentation.

All participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session. If you wish to ask a question you will need to press the star key followed by the number one on your telephone keypad.

I would now like to hand the conference over to Mr. Mark Tepperson, CEO. Please go ahead.

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Unidentified_2 [2]
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Good morning, everyone. Welcome to Baby Bunting's FY26 full-year results

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