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THG Plc (THGHY) Q3 2025 Sales Call Transcript
Seeking Alphaยท 2025-10-14 10:16
Core Insights - THG has reported a significant improvement in trading momentum, with organic growth reaching its highest rate since COVID, and overall revenue growth of 6.3% in Q3 2025 [1] THG Beauty - THG Beauty has returned to growth, driven by a successful advent calendar launch and strong performance in U.K. retail, including double-digit revenue growth for Lookfantastic [2] - The U.S. market showed improved performance with increased customer loyalty through subscriptions and growth in categories outside of core prestige skincare [2] THG Nutrition - Myprotein, a segment of THG Nutrition, achieved a revenue growth of 10%, with positive results in both online and offline channels [2] - Social commerce and marketplace channels are performing particularly well, with exclusive product launches on platforms like TikTok, including the new Myprotein and Jimmy's Iced Coffee Impact whey protein [2][3]