Veste SA Estilo (BSP:VSTE3)

Q2 2025 Veste SA Estilo Earnings Call (English, Portuguese) Transcript

Aug 13, 2025 / 01:00 PM GMT

Release Date Price: R$5.94 (-1.66%)

Transcript

Key Points

Positve

Veste SA Estilo (BSP:VSTE3) reported a 7.2% increase in gross sales, with same-store sales growing by 7.3%.
The adjusted gross profit increased by 8.9%, with an adjusted gross margin of 64.3%.
The company achieved a 12.3% growth in adjusted EBITDA, reaching 75.4 million BRL.
Digital sales showed strong performance, with 28.3% of digital sales occurring through apps, highlighting successful digital platform migration.
The company maintained a sound financial structure with a net debt of 139.3 million BRL, supporting sustainable growth.

Negative

The outlet growth was limited to 2.7%, reflecting a strategic focus but potentially indicating slower growth in this segment.
The adjusted gross margin was 60 basis points below last year due to a greater share of the B2B channel and lower outlet margins.
Dodalina brand sales dropped by 2.1% as planned, due to inventory reduction efforts.
Inventory levels were reduced significantly, which could impact future sales if not managed carefully.
The company faces competitive challenges in the franchise channel, requiring strategic focus to maintain growth.

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

VSTE3.SA - Veste SA Estilo
Q2 2025 Veste SA Estilo Earnings Call (English, Portuguese)
Aug 13, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to Best SA's conference call for the 2nd quarter of 2025 results.

Joining us today are Mr. Alejandra Franje, Vsisioo and Ms. Eliza Lima investor relations officer.

We inform all participants that the 2nd quarter 2025 earnings release is available for reading on the Vesttis IR website www.tvesta.com in the earnings center section. Before we begin the conference, I will make a brief. Exclaimer, this conference is being recorded and simultaneously translated. After the end of the conference, the presentation will be available on B des IR website. All questions should be submitted in writing via the Q&A icon. Please feel free to send questions throughout the broadcast.

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