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Lovisa (LOV) investor relations material
Lovisa H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved total revenue of $938.8m for FY26, up 17.6% year-over-year, driven by global store network expansion and strong performance in the Americas (+29.6%) and Europe (+29.5%).
Opened 160 new stores, bringing the total to 1,136 across more than 50 markets, with Europe and the Americas leading new store growth.
Global comparable store sales rose 2.0% for the year.
Gross margin improved by 60 basis points to 82.6%.
Board announced a final dividend of AUD 0.33 per share, up 22% year-over-year.
Financial highlights
Gross profit increased 18.4% to $775.3m at an 82.6% margin, up 60bps year-over-year.
EBIT rose 14.1% to $158.2m; NPAT grew 10.7% to $95.6m; EPS up 10.5% to 86.3 cents.
EBITDA rose 20.9% to $301.1m.
Cash from operations before interest and tax was $294.5m, up 21%.
Cash capital expenditure was $58.5m, mainly for new store fit-outs and refurbishments.
Outlook and guidance
First 8 weeks of FY27 saw total sales up 16.4% (constant currency) and comparable store sales up 3.0% year-over-year.
Expecting a similar pace of store openings in FY27, targeting around 160 new stores.
Focus remains on global expansion, operational excellence, and maintaining strong margins.
- Strong revenue and profit growth driven by global store expansion and margin gains.LOV
H1 2026 - Revenue up 14.2%, net profit up 4.8%, and 162 new stores opened, driving global growth.LOV
H2 2025 - Revenue and profit surged on global expansion, with strong FY25 sales momentum continuing.LOV
H2 2024 - Revenue and profit rose on global store growth and margin gains, with expansion set to continue.LOV
H1 2025
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