THG PLC (CHIX:THGl)

£ 0.33 +0.0032 (+0.97%) Market Cap: 433.74 Mil Enterprise Value: 771.06 Mil PE Ratio: 0 PB Ratio: 1.33 GF Score: 35/100

Preliminary Q4 2024 THG PLC Earnings Call Transcript

Apr 29, 2025 / 08:00 AM GMT

Release Date Price: £0.2536 (-11.58%)

Transcript

Key Points

Positve

THG PLC (THGHY) achieved inclusion in the FTSE 250 index, expected to improve passive investment flows and liquidity.
The company successfully demerged THG Ingenuity, simplifying its model and sharpening strategic focus.
THG Beauty delivered growth in its home markets with EID margins above medium-term guidance of 6%.
THG Nutrition made progress with its omnichannel strategy, diversifying revenues across new categories and markets.
The company reduced gross debt and secured a long-term capital structure until December 2029, providing a solid platform for sustainable growth.

Negative

Record high whey prices and short-term disruption to online performance posed challenges for THG Nutrition.
Input cost inflation in nutrition weighed on margins, impacting overall profitability.
The company faced challenges in the Asian market, hindering online revenue growth for THG Nutrition.
Market uncertainty and potential changes in US trade policy could influence consumer demand in the second half of the year.
The decision to exit loss-making categories and territories resulted in a temporary decline in group revenue growth.

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

THG.L - THG PLC
Preliminary Q4 2024 THG PLC Earnings Call
Apr 29, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and thank you for joining us today as we announced the group's full year results for 2024.

I'm Damien Sanders, Chief Financial Officer at THG. I'll be sharing some highlights and key achievements for the group through 2024. From there, I'll walk you through our updated strategy and medium term financial priorities which reflect our renewed focus as a leading health and wellness consumer brands group. I'll then hand over to Matt Rothwell, our deputy CFO, who will provide a detailed summary of the group's financial performance for 2024.

After that, Lucy Gorman and Neil Mistry will take us through the performance of their respective beauty and nutrition businesses. 2024 was a monumental year for the group, as we've

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