Q1 2026 RVRC Holding AB Earnings Call Transcript
Key Points
- RVRC Holding AB (FRA:0GE) reported a strong start to the financial year with net sales amounting to SEK392 million, reflecting a sales growth of 15.5% in local currencies.
- The company maintained a solid EBIT margin of 19% and a gross margin of 69.6%, demonstrating strong profitability despite unfavorable currency impacts.
- RVRC Holding AB (FRA:0GE) continues to expand its international presence, with customers in around 40 countries and 18 localized web shops.
- The company has strengthened its management team with the addition of a new Chief Product Officer and Chief Technology Officer, enhancing product development and technological capabilities.
- The launch of the new Ultra series, a technically advanced collection, has generated high interest, indicating potential for future growth in the premium segment.
- The strengthening of the Swedish krona negatively impacted reported revenue due to currency effects, as the majority of revenue is generated in other currencies.
- Sales in the US declined due to higher tariffs, affecting overall growth in the rest of the world region.
- Gross margin slightly decreased compared to the previous year, primarily due to currency effects on net sales and goods for resale.
- Inventory levels remain high, although the company plans to gradually decrease them over the financial year.
- The company's recent entry into physical retail is still in its early stages, with limited data to assess its impact on overall sales and brand strategy.
Thank you, operator, and good morning, everyone, and welcome to this conference call where we will address the report for the first quarter of the fiscal year 2025-2026. Our financial year starts 1st of July and ends the 30th of June. So Q1 means the period July 1st to September 30th.
My name is Paul Fischbein, I am the CEO of Revolution Race and joining me today for today's conference call, I have the company's CFO Jesper Alm. Before we jump into any numbers, for those of you who are new to the revolutionary story, I will start by giving you a brief intro to the company.
Revolution Race is an international outdoor brand, offering a wide range of outdoor products, mainly clothing, but also shoes, bags, and other outdoor related products. Everything started with pants and that product 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 to our customers. We do this mainly via our own website, but also through marketplaces such as Amazon. With
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