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Global Fashion Group (GFG) investor relations material
Global Fashion Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Aug, 2025
Executive summary
Achieved stable top-line and improved profitability in Q2 2025, with positive trends in Latin America and ANZ offsetting declines in SEA.
Gross margin expansion and cost control led to a record adjusted EBITDA margin and normalized free cash flow breakeven.
Active customer decline slowed, with growth in ANZ and LATAM; churn rates improved across all regions, active customers at 7.4m, down 2.5% year-over-year.
Strategic focus on customer experience, brand partnerships, and operational efficiency continues.
The group exited Chile and Taiwan, with Chile classified as a discontinued operation in 2025.
Financial highlights
Q2 2025 NMV at €249m, down 0.4% year-over-year on a constant currency basis; gross margin rose 2.9ppt to 47.7%.
Adjusted EBITDA margin improved by 3.9ppt to 1.8%, the highest ever for Q2.
Orders declined 2.1% year-over-year in Q2 and H1; order frequency at 2.3 per customer.
Revenue for Q2 2025 was €163m, down 1.2% year-over-year; gross profit at €78m.
Normalized free cash flow was breakeven for Q2, with a strong cash balance of €151m.
Outlook and guidance
Full-year 2025 guidance reaffirmed: NMV growth between -5% and +5% year-over-year on a constant currency basis, adjusted EBITDA breakeven targeted.
CapEx guidance revised down from €20m to €15m due to timing of regional investments; no major investment projects planned.
Working capital inflow expected to be closer to neutral; leases to remain around 2024 levels.
Focus remains on sustainable profitability and positive normalized free cash flow in the longer term.
Management expects continued impact from challenging macroeconomic conditions, high competition, and elevated interest rates.
SEA turnaround: Timeline expectation?
Fulfilled By: Regional differences?
AI marketing: Impact on cost/sales?
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Next Global Fashion Group earnings date
Q3 20257 Nov, 2025
Next Global Fashion Group earnings date
Q3 20257 Nov, 2025
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Frequently asked questions
Global Fashion Group S.A., an online fashion and lifestyle destination, engages in the sale of apparel, footwear, accessories, and beauty products for women, men, and children in Latin America, the Commonwealth of Independent States, Southeast Asia, Australia, and New Zealand markets. The company provides its products and services under the ZALORA brand name; THE ICONIC brand name; Namshi brand name; lamoda brand name; and dafiti brand name.
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