Q2 2025 New Wave Group AB Earnings Call Transcript

Aug 14, 2025 / 08:00 AM GMT

Release Date Price: €9.49 (-9.75%)

Transcript

Key Points

Positve

New Wave Group AB (FRA:NWG0) continues to invest in marketing, automation, warehouses, and IT despite tough market conditions.
The acquisition of Cotton Classic strengthens their market position in several European countries, including Switzerland and Austria.
The company is introducing its own brands, which have higher gross margins, into new markets more quickly than previous acquisitions.
New Wave Group AB (FRA:NWG0) has signed an agreement for a new warehouse in Ireland, enhancing their EU presence.
The company maintains a strong balance sheet, allowing continued investment and potential for future acquisitions.

Negative

Q2 2025 results were below expectations, with only 1.3% organic growth in local currencies compared to the anticipated 3-4%.
The market remains tough with no significant signs of improvement, potentially affecting future quarters.
Currency fluctuations have negatively impacted the profit and loss statement.
The Department of Justice in the US is investigating a potential repayment of forgiven COVID loans, totaling $5.4 million.
The acquisition of Cotton Classic is expected to temporarily lower operating margins due to its current lower margin levels.

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

NEWAb.ST - New Wave Group AB
Q2 2025 New Wave Group AB Earnings Call
Aug 14, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Section of 2 of of years.

Q2 was a bit, less good than we thought. We knew before that it should, be tougher than Q1. We had a positive calendar effect in Q1 due to this and that came out to negative in Q2 that we know from the beginning. Then we also have quite.

Quite high effects on the currencies. So in the end, I was hoping for 34% organic growth in local currencies, and we ended up with 1. Something.

So, it was less good than than planned.

The market was very tough. I thought for a long time now that the market will be better, but we still don't see any big signs on that. And I think that, all this worry and things and use all the time about duties and tariffs and no one know really what will

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