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Adore Beauty Group Ltd. (AU:ABY)
ASX:ABY
Earnings Data
Report Date
Aug 24, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominately positive operational and financial update: record underlying EBITDA, double-digit new customer growth, improved marketing efficiency, strong early traction from stores and owned brands, and investments in a national fulfillment center, ERP and AI to drive future efficiency. Near-term challenges include margin pressure from an overperforming promotional period, higher lease-related costs as the retail footprint scales, elevated inventory after peak season, and the need to secure funding for growth initiatives. Overall the positives (revenue and profit growth, customer metrics, operational investments and efficiency gains) materially outweigh the manageable execution and timing risks.Company Guidance
Record Underlying EBITDA and Statutory EBITDA
Underlying EBITDA of $4.1M on a pre-AASB16 basis, up 14.5% YoY, at a margin of 3.7% (equivalent to ~5.5% under the prior reporting methodology). Statutory EBITDA was $4.9M.
Revenue Growth
Group revenue of $111.9M, up 8.7% year-over-year, driven by retail rollout, promotional events, and growth in owned brands.
Strong New Customer Acquisition and Improved Marketing Efficiency
New customers increased 21.8% YoY while customer acquisition cost more than halved to $33 per new customer. Marketing costs fell by almost 30% and marketing as a percentage of sales declined ~520 basis points to 8.6% of sales.
Loyalty and App Adoption
Adore Rewards members contributed ~78% of sales (up from ~65% prior year). Active customer base grew 4.7% to 850,000 and the contactable database expanded over 14% to 1.35M. The app represented 35% of online sales, up from 25%.
Omnichannel Retail Expansion and Early Store Success
Opened 10 stores in H1 (total 18 stores nationally), with strong in-store conversion of 11.1% and new customers comprising ~30% of in-store transactions. More than 670,000 customers have visited stores, and omni customers have ~20% higher lifetime value than single-channel customers.
Owned Brands Momentum
iKOU and other owned brands delivered strong revenue and profit growth across channels. Owned brands are expected to represent more than 6% of group revenue in FY26, providing margin-accretive contribution.
Operational and Inventory Efficiency Gains
Inventory health improved with over 60% of inventory within a 60-day window and stock turn up 11.7% YoY. Partnerships and AI usage improved picking processes and reduced labor costs.
Infrastructure Investments to Support Growth
Secured a 6,300 sqm national fulfillment center (Broadmeadows) to be operational Q1 FY27 with automated picking; initial capital outlay ~ $8M (CBA-backed facility) with expected payback under 4 years. ERP replacement and custom AI platform underway to boost long-term efficiency.
Positive Cash Generation
Operating cash flows of $2.4M for H1 FY26 and closing cash balance of $8.2M as at 28 December 2025, despite store investments and acquisition-related payments being completed as planned.
AU:ABY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:ABY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | AU$0.86 | AU$0.62 | -27.91% |
Aug 22, 2023 | AU$1.00 | AU$1.05 | +5.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Adore Beauty Group Ltd. (AU:ABY) report earnings?
Adore Beauty Group Ltd. (AU:ABY) is schdueled to report earning on Aug 24, 2026, After Close (Confirmed).
What is Adore Beauty Group Ltd. (AU:ABY) earnings time?
Adore Beauty Group Ltd. (AU:ABY) earnings time is at Aug 24, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Adore Beauty Group Ltd. stock?
The P/E ratio of Adore Beauty Group Ltd. is N/A.
What is AU:ABY EPS forecast?
Currently, no data Available