Moonpig Group PLC Capital Markets Event Transcript - Thomson StreetEvents

Moonpig Group PLC Capital Markets Event Transcript

Moonpig Group PLC Capital Markets Event Transcript - Thomson StreetEvents
Moonpig Group PLC Capital Markets Event Transcript
Published Oct 16, 2024
38 pages (26345 words) — Published Oct 16, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of MOONM.L corporate analyst meeting

  
Brief Excerpt:

...(video playing) Good afternoon, everyone, and thank you for coming and welcome to the first Moonpig Group Capital Markets event. I'm Nickyl Raithatha, Chief Executive, and I'm excited today to share an update on all aspects of Moonpig Group, highlighting how we have built a platform designed to deliver sustainable compound growth for the long term. First, I just want to draw your attention to the disclaimer. If you can take some time to read it in your in time. In terms of the agenda, we have a packed agenda ahead of us today. First, I'm going to be walking through an update on our overall strategy and highlighting some of the most exciting initiatives that we're working on. Next, our CMO, Kristof, will dive into the markets, the customer demographics and how our online marketing strategy is driving the shift online. David, our UK General Manager, will then showcase how our platform enables us to offer the best card and gifting ranges in the world. After the break, Georgie, our Chief Product...

  
Report Type:

Transcript

Source:
Company:
Moonpig Group PLC
Ticker
MOONM.L
Time
12:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: John Stevenson - Peel Hunt - Analyst : John Stevenson, Peel Hunt -- sorry, I'll try in English. A couple to get us going. First question, you've done a lot of heavy lifting, obviously, in terms of the systems behind this in getting particularly gifting into the card business. What are the biggest blocks now for attach and how are you trying to solve these and the second question, just on Plus. I mean clearly, your best customers have gone in there, and you've got great results. To what extent have you got experience of bringing in newer and lower level spending customers? And are they showing the same trajectory?


Question: John Stevenson - Peel Hunt - Analyst : John Stevenson from Peel Hunt. Two questions on the different, which is good. Can you talk about the level of churn you see in the active customer base? I guess you get the year one drop off and then people are inherently sticky. And second question, just wondering about gift abundance. So for customers that are -- look interested in attaching by the card, but actually don't attach. And I guess you're not going to give me a number, but how is that improving over time? How are you getting better at stopping those gift abandon? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 16, 2024 / 12:30PM, MOONM.L - Moonpig Group PLC Capital Markets Event


Question: John Stevenson - Peel Hunt - Analyst : Yeah, I don't think I put in a brilliant terminology. But I mean I guess, customers that are abandon a potential gift purchase, I guess. So you buy a card, you are interested there clearly browsing gifts, but they actually don't attach. What's your abandon rate? And I'm assuming you're not going to tell what it is, but how is that number improving? And how are you improving that number?


Question: John Stevenson - Peel Hunt - Analyst : Is there a number on churn we can talk to?

Table Of Contents

Half Year 2026 Moonpig Group PLC Earnings Call Transcript – 2025-12-09 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 9-Dec-25 8:30am GMT

Full Year 2025 Moonpig Group PLC Earnings Call (Q&A) Transcript – 2025-06-26 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 26-Jun-25 7:30am GMT

Full Year 2025 Moonpig Group PLC Earnings Presentation Transcript – 2025-06-26 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 26-Jun-25 6:00am GMT

Half Year 2025 Moonpig Group PLC Earnings Presentation (Q&A) Transcript – 2024-12-10 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 10-Dec-24 9:30am GMT

Half Year 2025 Moonpig Group PLC Earnings Presentation Transcript – 2024-12-10 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 10-Dec-24 7:00am GMT

Full Year 2024 Moonpig Group PLC Earnings Presentation (Q&A) Transcript – 2024-06-27 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 27-Jun-24 8:30am GMT

Full Year 2024 Moonpig Group PLC Earnings Presentation Transcript – 2024-06-27 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 27-Jun-24 6:00am GMT

Half Year 2024 Moonpig Group PLC Earnings Presentation (Q&A) Transcript – 2023-12-05 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 5-Dec-23 9:30am GMT

Full Year 2023 Moonpig Group PLC Earnings Presentation (Q&A) Transcript – 2023-06-29 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 29-Jun-23 8:30am GMT

Half Year 2023 Moonpig Group PLC Earnings Presentation (Q&A) Transcript – 2022-12-07 – US$ 54.00 – Edited Transcript of MOONM.L earnings conference call or presentation 7-Dec-22 9:30am GMT

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Thomson StreetEvents. "Moonpig Group PLC Capital Markets Event Transcript" Oct 16, 2024. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Moonpig-Group-PLC-Capital-Markets-Event-T16127008>
  
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Thomson StreetEvents. (2024). Moonpig Group PLC Capital Markets Event Transcript Oct 16, 2024. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Moonpig-Group-PLC-Capital-Markets-Event-T16127008>
  
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