Douglas AG Q4 2025 Earnings Call Transcript - Thomson StreetEvents

Douglas AG Q4 2025 Earnings Call Transcript

Douglas AG Q4 2025 Earnings Call Transcript - Thomson StreetEvents
Douglas AG Q4 2025 Earnings Call Transcript
Published Dec 18, 2025
19 pages (14624 words) — Published Dec 18, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of DOUn.DE earnings conference call or presentation 18-Dec-25 10:00am GMT

  
Brief Excerpt:

...Good morning to all of you in the week prior to the key week of the year for Douglas, which is basically the Christmas week. Marco and I are happy to share with you on behalf of our company, our results for the fourth quarter, for the full year. And also, we want to come back on guidance for this year and outlook for basically the midterm. So let me move to the first -- to the next slide. So I will start with a brief intro, hand over to Marco, who will talk about the financials, and then I will come back with a strategy, business highlight update, and then we will offer an opportunity for Q&A as you are used to do with us. So let me first reflect on the last quarter. So our Q4 ended on September 30, and we are happy to report that after a year, I would say, with a number of important changes into the market landscape, we can report a solid growth for our final quarter four. In a challenging market, we have been able to, let's say, to deliver growth. In the Store channel, we have grown 0.6%,...

  
Report Type:

Transcript

Source:
Company:
Douglas AG
Ticker
DOUn.DE
Time
10:00am GMT
Format:
PDF Adobe Acrobat
Buy Now

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: Jurgen Kolb - Kepler Cheuvreux SA - Analyst : Three questions, if I may. First of all, let's talk about the current business that you talked about. I was wondering if you could give us maybe a few more details on your retail media activities, how they developed during the last fiscal year? What do you expect in the future? Moreover, on the supplier bonuses, how have they developed? And what was the impact on the gross profit margin side? Then on your rather midterm outlook and your idea and project to go towards the Middle East, obviously, several questions here. Would that potentially also include a joint venture or a franchise operation, how you want to go in there? Obviously, which countries do you target first? And one general underlying question. The history of Douglas in the past, many moons back has very often been M&A acquisitions here and there, country or within the group -- within the competition. Is that an opportunity maybe also rather going to the Middle East rather than staying in Europe and making maybe an acquisition to get rid of this quite aggressive price competition that we're facing here? So these are the three areas. Thank you.


Question: Joffrey Melle - Bank of America - Analyst : The first question I have is regarding the gross margin development as you head into fiscal 2026. So are you seeing any improvement or any deterioration of the promotional environment on the back of the solid start to the year that you are seeing? That would be my first question. And on the back of that, what drives your confidence on the EBITDA margin target that you have set for yourself for this year? LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies. DECEMBER 18, 2025 / 10:00AM, DOUn.DE - Q4 2025 Douglas AG Earnings Call And my second set of question is more around the top-line components of growth. So you're mentioning a market growth of 2% to 3% in the midterm, and you will be slightly above that. Obviously, beyond the space opportunities and the like-for-like opportunities, I'd like to understand in a bit of a better manner what contribution you will see from pricing, mix and volume within the premium beauty industry? And I'll probably stop here for now. Thanks very much.


Question: Joffrey Melle - Bank of America - Analyst : Very helpful. Thank you very much, Marco and Sander. If I may, could I have a follow-up?


Question: Joffrey Melle - Bank of America - Analyst : You were mentioning the exclusive brands and you were adding more exclusive brands. Can you give us a little bit of context on any contract duration you may have with these exclusive brands? Or are they in perpetuity? LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies. DECEMBER 18, 2025 / 10:00AM, DOUn.DE - Q4 2025 Douglas AG Earnings Call


Question: Joffrey Melle - Bank of America - Analyst : Very clear and extremely helpful.

Table Of Contents

Thomson StreetEvents—Thomson StreetEvents is a leading provider of Web-based solutions for the investment community, offering services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. Thomson StreetEvents service offers institutional investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool.
Purchase Thomson StreetEvents' Transcripts (verbatim reports) and Briefs (call summaries) of earnings, guidance, M&A and other corporate calls directly through Alacra. Discounted prices apply to reports produced over two weeks ago.

About the Author


Cite this Report

  
MLA:
Thomson StreetEvents. "Douglas AG Q4 2025 Earnings Call Transcript" Dec 18, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2025-Douglas-AG-Earnings-Call-T16606261>
  
APA:
Thomson StreetEvents. (2025). Douglas AG Q4 2025 Earnings Call Transcript Dec 18, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2025-Douglas-AG-Earnings-Call-T16606261>
  
US$ 54.00
$  £  €
Have a Question?

Any questions about the report you're considering? Our Customer Service Team can help! Or visit our FAQs.

More Research

Search all our Credit Research from one place.