ABOUT YOU Holding SE (FRA:YOU)

Q1 2025 ABOUT YOU Holding SE Earnings Call Transcript

Jul 10, 2024 / 08:00AM GMT

Release Date Price: €3.56 (-1.52%)

Transcript

Key Points

Positve

Revenue increased by 2.2% year-on-year to EUR 580 million.
Adjusted EBITDA more than tripled to EUR 50 million.
Gross margin increased by 380 basis points to 43.2%.
High positive IFRS free cash flow of EUR 46 million.
Confirmed FY24-25 guidance for revenue growth in the range of 1% to 10% and adjusted EBITDA between EUR 10 million to EUR 30 million.

Negative

Number of active customers declined by 4.4% year-on-year.
Q1 revenue in the TME segment declined by 3.1% year-on-year.
Fulfillment cost ratio increased by 40 basis points to 24.2%.
Marketing costs increased by 160 basis points to 11.7%.
Customer engagement metrics showed muted frequency at 3.1 transactions per active customer.

Nora Puhala

ABOUT YOU Holding SE - Investor Relations Manager

Thank you very much for the intro, and good morning to everyone. Also from my side. Welcome to our first quarter 2024-2025 results presentation.

Today's conference call will be hosted by Hannes Wiese, Co-Founder and Co-CEO of ABOUT YOU. Hannes will walk you through our Q1 results in just a second. The corresponding slides to this presentation have been published on our IR website under the Publications section this morning. After his presentation, Hannes will be happy to answer your questions. And with this, I hand it over to you, Hannes.

Hannes Wiese

ABOUT YOU Holding SE - Co-Chief Executive Officer, Member of the Management Board, Head - Operations and Finance

Yeah, thanks, Nora, and good morning to everyone also from my side. Today, we are following our usual agenda. Business update will be relatively short today as we've just given a more comprehensive update with the release of the full-year results. We discuss our Q1 financials, our FY24-25 outlook, and we'll close this call as

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