De'Longhi SpA (MIL:DLG)

Q1 2025 De' Longhi SpA Earnings Call Transcript

May 13, 2025 / 10:59 AM GMT

Release Date Price: €30.88 (+6.85%)

Transcript

Key Points

Positve

De'Longhi SpA (FRA:DLN) reported a robust 14.6% increase in turnover for Q1 2025, driven by a 7.2% organic growth in the household division and a 22% growth in the professional division.
The professional coffee area, now accounting for 13% of total business, grew by approximately 22% in the quarter, reflecting strong performance in both commercial and home segments.
The company received numerous awards for its product designs, including the Red Dot and IF Design Awards, highlighting its commitment to innovation and quality.
De'Longhi SpA (FRA:DLN) launched a significant global marketing campaign featuring Brad Pitt, expected to enhance brand visibility and consumer reach.
The company has successfully implemented a tariff mitigation strategy, relocating production to Southeast Asia and Europe, which is expected to minimize the impact of tariffs on its financials.

Negative

The Starbucks cold coffee project was unexpectedly halted, although it was not factored into the company's guidance, indicating potential volatility in partnerships.
The nutrition and food preparation segment experienced a slowdown, attributed to challenging comparisons with the previous year and market weakness in the United States.
Despite strong Q1 results, De'Longhi SpA (FRA:DLN) maintained its full-year guidance, suggesting a cautious outlook due to potential macroeconomic uncertainties.
The company faced increased logistics and freight costs, which impacted its overall cost structure despite improvements in gross margins.
Inventory levels increased significantly, leading to cash flow challenges, although this was a strategic move to mitigate tariff risks.

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

DLG.MI - De' Longhi SpA
Q1 2025 De' Longhi SpA Earnings Call
May 13, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. This is the course call conference operator. Welcome and thank you for joining the De Longi first quarter 2025 consolidated results.

As a reminder, all participants are in listen-only mode.

After the presentation, there will be an opportunity to ask questions. Should anyone need assistance during the conference call, they may signal an operator by pressing and 0 on the telephone.

At this time I would like to turn the conference over to Mr. Fabio De Lungu, Chief Executive Officer of De Lungi. Please go ahead, sir.

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Unidentified_2 [2]
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