Pepco Group NV Capital Markets Day Transcript - Thomson StreetEvents

Pepco Group NV Capital Markets Day Transcript

Pepco Group NV Capital Markets Day Transcript - Thomson StreetEvents
Pepco Group NV Capital Markets Day Transcript
Published Mar 06, 2025
42 pages (30510 words) — Published Mar 06, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of PCOP.WA corporate analyst meeting

  
Brief Excerpt:

...Welcome everyone. Thanks for coming in such a big group. Thanks for taking the time to see us today. I'm Stephan Borchert here at the group CEO of Pepco, as Tesh already said, and next to me is Willem Eelman, our new Group CFO. Very happy to host you jointly here at this Capital Markets Day. I've basically, as started roughly five years -- five months ago. It feels like five years, sorry for that. five months ago, having taken over from Andy, and had a good time to look into this company very in depth. It has become very clear to me that, particularly you shareholders, stakeholders have gone difficult times, through difficult times with the company. But the other thing that came up very clearly during this time is there is a huge opportunity in this company. It's a huge opportunity to come back to a successful, quite extraordinary company. But it requires a reset in order to make this happen and to make it successful. And we said that having said, this is the topic of our today's CMD. We're...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Pepco Group NV
Ticker
PCOP.WA
Time
1:30pm 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: Alison Lygo - Deutsche Numis - Analyst : Thank you. Hi, it's, Alison Lygo from Deutsche Bank. Maybe I could kick off with two if that's okay. So the first one, a big part of the strategy in terms of driving like-for-like growth is around capturing more sort of wallet share from those core super loyal customers, expanding out into Homewares, Kidswear -- sorry, beyond Kidswear into Homewares and adultwear. What levers do you think really allow you to go after that? Like, is it new product? Is it the way the stores are being merchandise, loyalty, like what actually gets those core customers buying more kind of product from you would be my first one. I can go one at a time or or both at the same time if that's better. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 06, 2025 / 1:30PM, PCOP.WA - Pepco Group NV Capital Markets Day

Question: Alison Lygo - Deutsche Numis - Analyst : Grand, that's helpful. Thank you. And the next one was just on whether we can think a little bit about Western Europe. So you've been really clear that the German market not delivering what you would hope for, and that actually it's the sales densities there that are really weighing. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 06, 2025 / 1:30PM, PCOP.WA - Pepco Group NV Capital Markets Day Just wondering whether you can share some color in terms of what you think it is, that means the sales densities aren't there. Is it that the product doesn't re resonate in the right way? Does the other stores in the wrong place, or actually is just the competitive environment not suited to your model there?

Table Of Contents

Full Year 2025 Pepco Group NV Earnings Call Transcript – 2025-12-17 – US$ 54.00 – Edited Transcript of PCOP.WA earnings conference call or presentation 17-Dec-25 8:30am GMT

Q4 2025 Pepco Group NV Trading Statement Call Transcript – 2025-09-25 – US$ 54.00 – Edited Transcript of PCOP.WA sales update conference call or presentation 25-Sep-25 7:30am GMT

Q3 2025 Pepco Group NV Trading Statement Call Transcript – 2025-07-10 – US$ 54.00 – Edited Transcript of PCOP.WA sales update conference call or presentation 10-Jul-25 7:30am GMT

Half Year 2025 Pepco Group NV Earnings Call Transcript – 2025-05-22 – US$ 54.00 – Edited Transcript of PCOP.WA earnings conference call or presentation 22-May-25 7:30am GMT

Q1 2025 Pepco Group NV Trading Statement Call Transcript – 2025-01-18 – US$ 54.00 – Edited Transcript of PCOP.WA sales update conference call or presentation 18-Jan-25 8:30am GMT

Q3 2024 Pepco Group NV Trading Statement Call Transcript – 2024-07-11 – US$ 54.00 – Edited Transcript of PCOP.WA sales update conference call or presentation 11-Jul-24 7:30am GMT

Half Year 2024 Pepco Group NV Earnings Call Transcript – 2024-05-23 – US$ 54.00 – Edited Transcript of PCOP.WA earnings conference call or presentation 23-May-24 3:30pm GMT

Q2 2024 Pepco Group NV Trading Statement Call Transcript – 2024-04-11 – US$ 54.00 – Edited Transcript of PCOP.WA sales update conference call or presentation 11-Apr-24 7:30am GMT

Pepco Group NV Annual Shareholders Meeting Transcript – 2024-03-15 – US$ 54.00 – Edited Transcript of PCOP.WA shareholder or annual meeting 15-Mar-24 12:00pm GMT

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MLA:
Thomson StreetEvents. "Pepco Group NV Capital Markets Day Transcript" Mar 06, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Pepco-Group-NV-Capital-Markets-Day-T16228121>
  
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Thomson StreetEvents. (2025). Pepco Group NV Capital Markets Day Transcript Mar 06, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Pepco-Group-NV-Capital-Markets-Day-T16228121>
  
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