Track & Field Co SA (BSP:TFCO4)

Q1 2025 Track & Field SA Co Earnings Call (English, Portuguese) Transcript

May 13, 2025 / 01:00 PM GMT

Release Date Price: R$12.68 (+9.88%)

Transcript

Key Points

Positve

Track & Field Co SA (BSP:TFCO4) reported strong sales growth with a sellout increase of almost 34% and same-store sales growth of nearly 25%.
E-commerce sales now represent more than 10% of total sales, growing faster than brick-and-mortar stores.
The company achieved a net revenue growth of 31.2% and a net profit increase of 37%, with a margin of 18.3% for the first quarter.
Track & Field Co SA continues to operate with zero debt and reported good cash generation, despite investments in share buybacks.
The company has a robust pipeline for new store openings and renovations, with plans to have 50% of its network fully renovated by the end of the year.

Negative

Despite strong sales, the company faced a mismatch in sponsorships, impacting EBITDA growth, which could have been nearly 60% without this issue.
The company experienced pressure on its average inventory term due to increased raw material purchases and imports.
There is no formal guidance for profitability growth, and the company acknowledges that maintaining the current growth trend throughout the year may be challenging.
The company has no current plans for mergers and acquisitions, focusing instead on internal business creation, which may limit rapid expansion opportunities.
Investments in store renovations and the TF Sports platform are expected to continue consuming significant resources, potentially limiting other capital allocation opportunities.

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

TFCO4.SA - Track & Field SA Co
Q1 2025 Track & Field SA Co Earnings Call (English, Portuguese)
May 13, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Well, good morning ladies and gentlemen, and welcome to the track and field video conference to discuss the results for the first quarter 25. This video conference is being recorded and the replay will be available on the company's website. At www.tfco.com./I.

The presentation is also available for download. Please note that all participants will be only watching the video conference during the presentation. Ensuing this, we will begin the question and answer session when further instructions will be provided.

Before we proceed, please bear in mind that the forward-looking statements are based on the beliefs and assumptions of track and fields management and the current information

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