Q3 2026 RVRC Holding AB Earnings Call Transcript
Key Points
- RVRC Holding AB (FRA:0GE) reported a net sales growth of 5% in local currencies for Q3, indicating resilience in a challenging market environment.
- The company maintained a strong adjusted EBIT margin of 21.4%, aligning with its target of maintaining a 20% EBIT margin.
- Gross margin improved to 71%, partly due to favorable currency effects and a weaker US dollar impacting purchasing costs positively.
- The company successfully relocated its Nordic warehouse operations to a new automated logistics center, enhancing future volume handling capabilities.
- RVRC Holding AB (FRA:0GE) continues to expand its product range, with positive customer feedback on new launches such as the updated Nordwand series and a new cycling collection.
- Net sales and earnings were negatively affected by foreign exchange fluctuations, with a significant portion of sales generated in currencies other than the Swedish krona.
- Sales in the 'rest of the world' region decreased by 4% in local currencies, with North America particularly impacted by changing market conditions and tariffs.
- Germany, the company's largest market, showed signs of weaker consumer confidence, affecting overall growth.
- The company's cash flow from operating activities decreased significantly to SEK18 million from SEK110 million in the same period last year.
- Inventory levels are low, which may impact product availability and top-line growth if not managed carefully.
Welcome to the Revolution Race Q3 20 and '25-'26 presentation. (Operator Instructions) Now I will hand the conference over to the CEO, Paul Fischbein; and CFO Jesper Alm. Please go ahead.
Welcome to this conference call, where we will address the report for the third quarter of the financial year 2025 and '26. Our financial year starts July 1, and ends June 30. So Q3 means the period from January 1, to March 31. My name is Paul Fischbein and I am the CEO of Revolution Race and joining me today for this conference call, I have the company's CFO, Jesper Alm.
And for those of you who are new to the Revolution Race story, I will start by giving you a brief introduction. Revolution Race is an international auto brand offering auto products, mainly clothing, but also shoes, bags and other auto products. Everything started with pants and that category is still the largest product category.
We operate with a D2C business model, meaning that we skip the middleman and sell our products directly
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