Boozt (BOOZT) Investor presentation summary

Financial performance and growth

• Revenue increased by 13% in constant currency, with adjusted EBIT margin nearly doubling to 6.5% from 3.4%.

• Broad-based growth across all categories, led by double-digit gains in Men, Sport, Home, and Kids.

• Gross margin improved to 40.1% due to fewer markdowns and a premium positioning.

• Free cash flow for the last twelve months reached SEK 607 million, reflecting strong cash generation.

• Net cash position stood at SEK 62 million at the end of Q2 2026, supporting liquidity needs.

Strategic initiatives and operational highlights

• Expanded assortment with 55% more spring/summer styles and over 200 new brands added in 2026.

• AI-driven improvements enhanced customer experience, including AI-generated model images and shopping assistants.

• Inventory ramp-up underway to support growth, with higher stock levels entering the autumn/winter season.

• Share buyback program expanded to SEK 300 million, with SEK 171 million repurchased in Q2 2026.

• Relocation to Copenhagen and organizational investments contributed to operational efficiency.

Customer and market development

• 20% increase in women’s fashion customers, driving cross-category growth and higher average order value.

• Significant growth in active customers shopping multiple categories, with double-digit increases in all groups.

• Strong momentum in core markets, with revenue up 8% in Sweden, 12% in Denmark, and over 20% in Norway.

• High customer satisfaction reflected in a Net Promoter Score of 78 and Trustpilot rating of 4.3.

• Average order value remains industry-leading, supporting profitability.