THG Plc (THGHY) Q4 2025 Sales/Trading Call Transcript
Seeking Alpha·2026-01-13 11:15

Core Insights - The company reported a strong Q4 performance, achieving revenue growth of 7% and marking its first full year of growth since 2021, driven by a successful trading period during Cyber with an 8% revenue increase in November and December [3] Group Performance - The company experienced a record H2 performance that exceeded guidance by 14%, indicating significant momentum entering 2026 [2] - THG Beauty showed exceptional results with Q4 revenue growth of 6.4%, significantly outperforming guidance, particularly driven by Lookfantastic in the U.K. and Ireland, which grew by 16.2% [4] Customer Engagement - The company reported an increase in loyalty members and spending per account, with customer retention rates at all-time highs, reflecting a healthy customer base and strong support for repeat purchases [4]

THG Plc (THGHY) Q4 2025 Sales/Trading Call Transcript - Reportify