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Nelly Group (NELLY) investor relations material
Nelly Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved strong Q2 results with 15.1% net revenue growth and improved profitability, despite a challenging market environment.
Active customers increased for the third consecutive quarter, driven by effective recruitment and improved repurchase rates.
Own brand share rose to 54.8%, supporting performance in key categories like jeans, tops, dresses, and knitwear.
Maintained a low return rate through cross-functional strategies and efficient replenishment.
Focus remains on expanding flagship stores, launching new collaborations, and capturing further growth potential.
Financial highlights
Net revenue grew 15.1% year-over-year to SEK/NOK 361.7 million in Q2 2025.
Operating profit reached SEK/NOK 55.4 million, up from 30.5 million last year; margin improved to 15.3% from 9.7%.
Gross margin was 54.5%, slightly down from 54.7% year-over-year, impacted by pricing and currency effects.
Marketing costs as a share of net revenue decreased to 10% from 13% last year; online traffic grew 8.5%, orders up 14.3%.
Cash and cash equivalents at period end were SEK/NOK 259.6 million, with a solid equity ratio of 33.5%.
Outlook and guidance
Plans to expand into additional categories, refine the external brand portfolio, and launch new collaborations.
Flagship store concept to be expanded to Copenhagen in autumn 2025, with own brand central to the offering.
Continued focus on optimizing pricing, assortment, marketing, and customer experience based on market conditions.
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