Groupe LDLC société anonyme (ALLDL) Q4 24/25 TU earnings summary

Executive summary

• Full-year 2024/2025 revenues reached €534.5m, a 6.5% decrease year-over-year amid challenging economic and political conditions.

• Q4 showed signs of recovery, with BtoC segment growth driven by technological innovations and new product cycles.

• Strategic initiatives included the acquisition of Rue du Commerce and preparations for a new flagship store in Paris.

Financial highlights

• Q4 2024/2025 consolidated revenues were €137.9m, down 1.6% compared to Q4 2023/2024.

• Full-year consolidated revenues declined 6.5% to €534.5m; at constant scope, down 7.6%.

• Group business volumes for the year were €565.9m, down 4.8% as reported.

Outlook and guidance

• Focus remains on leveraging technological innovation and expanding Rue du Commerce as a generalist marketplace.

• The upcoming Paris flagship store is expected to boost brand visibility and market share.

• Management is preparing for the next growth cycle, confident in market fundamentals.