Naked Wines PLC (OTCPK:MJWNY)

Full Year 2026 Naked Wines PLC Earnings Call Transcript

Jul 23, 2026 / 01:00 PM GMT

Release Date Price: $3.64

Transcript

Key Points

Positve

Naked Wines PLC (NWINF) achieved a 35% year-on-year improvement in adjusted EBITDA, reaching $7.6 million.
The company ended FY26 with $33.4 million in net cash, an increase of $9 million, even after a significant share buyback.
Transitioning to Shopify is expected to enhance customer experience and reduce costs, contributing to future profitability.
Customer satisfaction and retention rates have improved, with a notable Net Promoter Score (NPS) of 77 and member retention at 76%.
The company has successfully implemented a disciplined capital allocation strategy, achieving $25 million in savings against a $23 million target.

Negative

Revenue declined by 18% in FY26, attributed to the attrition of large cohorts from previous years and reduced acquisition spending.
The company reported a loss before tax of $6.3 million, impacted by restructuring and inventory liquidation costs.
Customer acquisition costs have increased, and the company is acquiring fewer new customers than planned.
The transition to Shopify carries risks, including potential short-term dips in key metrics during implementation.
Despite improvements, the company still faces challenges in scaling the volume of new customers while maintaining a healthy LTV to CAC ratio.

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

WINEW.L - Naked Wines PLC
Full Year 2026 Naked Wines PLC Earnings Call
Jul 23, 2026 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon and welcome to the Naked Wines PLC investor presentation. Throughout this recorded presentation, investors will be in listen-only mode.

Questions are encouraged and can be submitted at any time via the Q&A tab situated on the right hand corner of your screen. Simply type in your questions and press send. The company may not be in a position to answer every question it receives during the meeting itself. However, the company can review all questions submitted today and publish responses where it's appropriate to do so. Before we begin, I'd like to submit the following poll.

Dr. Rodrigo Mazza, CEO. Good afternoon, sir.

---------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.