boohoo group plc (DEBS) Earnings Call Transcripts

boohoo group plc's Latest Earnings Call - June 16, 2026

In the fiscal year 2026, boohoo group plc reported a significant turnaround with adjusted EBITDA reaching GBP 53.3 million, a 34.6% increase from FY 2025. The company highlighted its strategic shift towards a marketplace model, which now constitutes 34% of total GMV, and aims for this to reach at least 50%. Management signaled a return to growth in Q1 FY 2027, with expectations for double-digit percentage growth in adjusted EBITDA moving forward.

Reported metrics

Guidance from management

Management expects to deliver double-digit percentage growth in adjusted EBITDA over FY 2027 and aims to reduce net debt to less than 1x adjusted EBITDA.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of the growth trajectory and the potential impact of economic conditions on consumer spending. There were questions about the scalability of the marketplace model and how it might affect margins in the long term.

Main topics on the call

• Marketplace Model Transition — Management emphasized the advantages of the marketplace model, stating, "We take no stock risk with our marketplace partners" and "We earn 100% gross margin on every marketplace item that we sell." This model now represe...
• Debenhams Brand Performance — The Debenhams brand showed strong performance with an 11.6% GMV growth and adjusted EBITDA increasing to GBP 34.8 million, a 38.5% rise year-over-year. Management noted, "We have delivered a GBP 50 million swing in adjus...
• Cost Reduction Initiatives — The company has successfully reduced fixed costs from GBP 292 million in FY 2024 to GBP 119 million by the end of FY 2027. Management stated, "We've delivered major operational improvements" and highlighted a reduction i...
• Return to Growth in Q1 FY 2027 — Management reported a return to growth in Q1 FY 2027 with a GMV growth of 0.5%, particularly strong in May at plus 8%. This marks a significant improvement from a decline of 12.8% in Q4 FY 2026.

Read the full boohoo group plc transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 20 boohoo group plc earnings call transcripts on record, spanning January 14, 2020 to June 16, 2026. Based on this history, boohoo group plc reports semi-annually. The most recent call on file is dated June 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DEBS

Exchange

AIM

Country

GB

Sector

Consumer Discretionary

Industry

Specialty Retail

Calls on record

20

First call

January 14, 2020

Most recent

June 16, 2026

Reporting cadence

semi-annually