Lovisa Holdings Ltd (STU:LO7)

Half Year 2025 Lovisa Holdings Ltd Earnings Call Transcript

Feb 23, 2025 / 11:30 PM GMT

Transcript

Key Points

Positve

Lovisa Holdings Ltd (ASX:LOV) reported a solid growth in total sales of 8.8%, driven by the expansion of its store network.
The company achieved a gross margin improvement of 170 basis points, reaching 82.4%, due to effective management of pricing and promotions.
EBIT increased by 10.7% to $90.2 million, showcasing strong operational performance despite inflationary pressures.
The company announced an interim dividend of $0.50 per share, reflecting its strong cash flow and balance sheet position.
Lovisa Holdings Ltd (ASX:LOV) successfully expanded its global footprint, opening 57 new stores and entering new markets like Zambia.

Negative

The pace of store rollouts was slower compared to previous years, which could impact future growth momentum.
The Asian market remains challenging, with subdued performance and opportunities for improvement.
Higher effective tax rate of over 29% impacted net profit, compared to 26.4% in the prior period.
Cost of doing business increased due to investments in team structures, technology, and supply chain, affecting overall profitability.
Comparable store sales growth was flat at 0.1%, indicating potential challenges in driving organic sales growth.

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

LOV.AX - Lovisa Holdings Ltd
Half Year 2025 Lovisa Holdings Ltd Earnings Call
Feb 23, 2025 / 11:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good Morning everyone, and thank you for taking the time to dial in.

On the call today, you have our CFO Chris Lauder, and myself, Victor Herrero, CEO.

As you are aware, this morning we published our half year results to the ASX and we would like to talk you through them.

I will now do a page turn through the highlights of the presentation, and we are happy to take any questions at the end.

If we turn to page 4, we will talk through some of the highlights of the year.

I am pleased today to present another solid result for the first half of fiscal year 25, which is again evidence of a strength in the team, the product, and the potential of the business.

Our store rollout

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