Q1 2025 Pepco Group NV Trading Statement Call Transcript - Thomson StreetEvents

Q1 2025 Pepco Group NV Trading Statement Call Transcript

Q1 2025 Pepco Group NV Trading Statement Call Transcript - Thomson StreetEvents
Q1 2025 Pepco Group NV Trading Statement Call Transcript
Published Jan 18, 2025
7 pages (4007 words) — Published Jan 18, 2025
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Abstract:

Edited Transcript of PCOP.WA sales update conference call or presentation 18-Jan-25 8:30am GMT

  
Brief Excerpt:

...Okay, good morning, everyone. It's Andy Bond, Executive Chair of Pepco here. Welcome, and also welcome to Neil Galloway, our CFO, who's joining separately from me, who will be here to help answer any questions. And this will be a short commentary from myself, posting primarily on sales in quarter one. We don't tend to report down to profit on a quarterly basis, but we'll give you a few comments on things like gross margins. And then we'll take Q&A after I've made my comments. Look, perhaps slightly out of the norm, I'm not going to immediately dive into the detail and numbers. I'd just like to reflect back on what we said at the Capital Markets Day was the focus for the business going forward. And so I'll just make a few comments there, a reminder of the things that we thought were challenges within the business when we spoke in October. We thought we'd lost focus on the core business expanding too rapidly, doing too much, and executing poorly both across our forest state and our growth...

  
Report Type:

Transcript

Source:
Company:
Pepco Group NV
Ticker
PCOP.WA
Time
8:30am 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: Henrik Herbst - Morgan Stanley - Analyst : Hello. Hi, thanks very much. II just had a question the disruptions in the Red Sea. If you could maybe talk about what type of charges you're seeing and to what extent you're, I guess, you're contracting starting or at some point we'll need to contract right or shipping for beyond Q3. What type of rate compared to what you're seeing now? We would -- you need to do that? Thank you.


Question: Henrik Herbst - Morgan Stanley - Analyst : Great. Thanks very much.


Question: Thomas Duran - LA Maria - Analyst : Hello, good morning. Thank you for, thank you for taking my question. Can you comment on like for like in January? Do you see positive like for like in Pepco in Poland and CE? Thank you.


Question: James Anstead - Barclays - Analyst : Yeah, good morning, Andy. Just a couple of questions. Firstly, I think in the press release, you highlight your performance in pound and clothing, which I think as I understand it's partly due to some changes as a result of the sourcing and some disruption at deals, general merchandise because of the change in sourcing there. I mean, how quickly do you think those issues will be remedied? Is one question and then just as a follow up on Poland and appreciating you're not going to comment on current trading, but for the people sitting a bit further away than, than, than Poland. Can you just remind us what has happened since the start of the year in terms of child benefits, et cetera? And how quick do you think that might be through the sales trends?


Question: James Anstead - Barclays - Analyst : That's very helpful. Just one quick clarification on the first point about the pound and clothing. So just to be 100% clear, I mean, clearly you need to make sure people kind of get the new range and like it and et cetera. But my impression from the statement was that there was an element of, let's say operational disruption as well in the first.


Question: James Anstead - Barclays - Analyst : Absolutely. Yeah, absolutely. Yeah. Yeah. No. Okay. That's very helpful. Thank you.


Question: Olexi Soroka - IMG - Analyst : Yes, apologies. I hope you can hear me now and, and you know, I apologize if I missed the comment. I was going to ask about the current trade in, but you didn't comment previously with regards to, to January, but perhaps you can talk about December how it played out in your format.


Question: Olexi Soroka - IMG - Analyst : Okay. All right.

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

Pepco Group NV Capital Markets Day Transcript – 2025-03-06 – US$ 54.00 – Edited Transcript of PCOP.WA corporate analyst meeting</ 6-Mar-25 1:30pm 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

Q1 2024 Pepco Group NV Trading Statement Call Transcript – 2024-01-18 – US$ 54.00 – Edited Transcript of PCOP.WA sales update conference call or presentation 18-Jan-24 8:30am GMT

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Thomson StreetEvents. "Q1 2025 Pepco Group NV Trading Statement Call Transcript" Jan 18, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2025-Pepco-Group-NV-Trading-Statement-Call-T16228120>
  
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Thomson StreetEvents. (2025). Q1 2025 Pepco Group NV Trading Statement Call Transcript Jan 18, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2025-Pepco-Group-NV-Trading-Statement-Call-T16228120>
  
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