Naked Wines PLC (CHIX:WINEl)
£ 0.74 (0%) Market Cap: 57.62 Mil Enterprise Value: 37.54 Mil PE Ratio: 0 PB Ratio: 0.81 GF Score: 50/100
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Half Year 2025 Naked Wines PLC Earnings Call Transcript

Dec 10, 2024 / 09:00 AM GMT
Release Date Price: £3.23

Key Points

Positve
  • Naked Wines PLC (NWINF) has secured robust financial foundations, with performance in line with guidance.
  • The company has implemented a savings program, reducing G&A expenses by nearly 3 million pounds.
  • Cash flow has significantly improved, with cash up by 20 million pounds compared to the previous year.
  • Core membership retention is improving, with members more than two years old representing 86% of angel funds.
  • The company is seeing positive results from new marketing channels, enhancing reach cost-effectively.
Negative
  • Revenue is down, reflecting a decline in membership movement.
  • There is a 400,000 pound one-off LTIP charge related to the cancellation of prior schemes.
  • The company faces liquidation costs of 3.7 million pounds for the half year.
  • Efficiency of voucher marketing has declined, impacting customer acquisition costs and payback.
  • There are onerous costs related to winery overheads due to reduced production.


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

WINEW.L - Naked Wines PLC
Half Year 2025 Naked Wines PLC Earnings Call
Dec 10, 2024 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome everyone and thank you for joining us today to go over a half year results presentation.

I'm Masa and I took on the CEO role at the start of this financial year. I'll be joined by Dominic Neary who joined Naked a month ago as our CFO.

Welcome to a De Don. Would you like to introduce yourself?

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Unidentified_2 [2]
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Thanks a lot, Maza. Yes, I am very happy to be here. I've been here a month already, although it seems a lot longer. I think there are two things that jumped out at me when I joined this company and I have done in the
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