Logotype for Zabka Group S.A.

Zabka (ZAB) investor relations material

Zabka Investor Day 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Zabka Group S.A.
Investor Day 2025 summary1 Oct, 2025

Strategic vision and growth outlook

  • Upgraded growth forecast: targeting 1,300+ new store openings annually in Poland and Romania through 2028, aiming for 16,000 stores by 2028 and a long-term potential of 27,000 stores, up from previous estimates.

  • Like-for-Like sales expected to grow mid to high single digits, driven by street food, expanded services, product innovation, and digital engagement.

  • International expansion in Romania progressing rapidly, with over 120 stores opened in a year, strong customer traction, and revised white space potential of 7,600 stores.

  • Store network growth underpinned by advanced AI-driven site selection, robust store economics, and low closure rates.

  • Continued replacement of traditional trade and sourcing of prime locations, with a superior franchise offer and increasing franchisee margins.

Digital transformation and innovation

  • Digital businesses targeted to grow 5x by 2028, with break-even achieved and new services like Żappka Pay, EasyDrop, In-Pulse, ŻabkaAds, and izidrop launched.

  • Żappka app at the center of digital strategy, now with 10.9 million users and driving 27% YoY growth in app-driven sales.

  • Over 10 million app users and 30%+ of sales through the app; 5,000 digital screens deployed for retail media monetization.

  • Technology and data science, including GenAI, deliver efficiency gains and underpin commercial decisions.

  • Digital engagement is a major consumer trend, with 68% of the Polish population using retailer apps and 85% using grocer loyalty schemes.

Product and service innovation

  • Street food platform launched, driving QMS (foodservice) growth, now approaching 20% of transactions, with a long-term goal to reach 30%+.

  • Over 614 new exclusive products introduced in 2024, with a focus on ready-to-eat and innovative own brands.

  • Over 20 in-store services and a robust new product development pipeline, introducing 30-40 new QMS products monthly and 1,500 branded products annually.

  • Enhanced customer value proposition through digital enablement, personalized promotions, and a strategic roadmap for new services.

  • App users generate baskets approximately 20% higher than non-users, highlighting the impact of digital engagement on sales.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Zabka earnings date

Logotype for Zabka Group S.A.
Q3 202529 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Zabka earnings date

Logotype for Zabka Group S.A.
Q3 202529 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Żabka Group S.A. is a Poland-based company operating a network of convenience stores. The company provides a wide range of grocery products, beverages, snacks, and ready-to-eat meals, catering to the needs of urban consumers seeking quick and convenient shopping options. Żabka stores also offer additional services such as parcel collection, bill payments, and mobile top-ups. The company is headquartered in Poznań, Poland, and its shares are listed on the Warsaw Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage