Q4 2025 Boozt AB Earnings Call Transcript

Feb 6, 2026 / 08:30 AM GMT
Release Date Price: $10.13

Key Points

Positve
  • Boozt AB (FRA:BOK) reported a 4% net revenue growth in constant currency for Q4 2025, driven by strategic shifts towards premium in-season sales.
  • The company achieved a record high free cash flow of over 1 billion SEK, supported by disciplined inventory management.
  • Boozt AB plans to continue returning capital to shareholders through a new share buyback program, reflecting a strong cash position.
  • The company is integrating AI into its operations to enhance efficiency and customer experience, including AI-powered search and virtual shopping assistants.
  • Boozt AB is expanding its market share with new premium brands and a relaunch of Club Boost, aiming for double-digit growth levels in 2026.
Negative
  • The company faced a challenging market environment in 2025, with continued tough conditions impacting growth.
  • Currency headwinds, particularly the appreciation of the Swedish Krona, negatively affected revenue and EBIT margins.
  • The promotional environment and price-sensitive consumption, especially during Black Friday, pressured gross margins.
  • Boozt AB's growth was hampered by a strategic shift that resulted in negative growth for its Boostlet platform.
  • The move to a new headquarters in Copenhagen is expected to increase operational costs, including property tax and maintenance expenses.


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

BOOZT.ST - Boozt AB
Q4 2025 Boozt AB Earnings Call
Feb 06, 2026 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Please go ahead.

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Unidentified_2 [2]
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Thank you and welcome all to our Q4 20.

We will have, the usual agenda for the presentation. I will present the highlights of the quarter and the business update before handing over to Michael for the financial. So next slide, please.

Well, 2025, has been a defining and transformative year for boost. It's no secret that it was, a challenging period where we faced a continued tough market environment. However, we have not been idle.

We used the year to trim the organization.

To clear out excess
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