The earnings call reflects a company that is managing its financial challenges well, with strong improvements in cash flow and customer engagement. However, significant challenges remain, including increased customer acquisition costs and inventory liquidation. The company is optimistic about its strategic initiatives and future prospects.

Company Guidance -

Q4 2025

During the call, Naked Wines provided detailed guidance on their financial and strategic performance for the first half of Fiscal Year 2025. Revenue was down, aligning with expectations and reflecting membership movement. G&A expenses decreased by nearly GBP 3 million due to a savings program initiated in FY '24, while a GBP 400,000 one-off LTIP charge was noted. Notably, cash flow improved significantly, with cash up by GBP 20 million from the previous year, driven largely by inventory management. The core membership, representing 74% of revenues, showed high retention rates, contributing approximately GBP 46 million in annual profit. The company is focused on optimizing customer acquisition costs, with promising results from new channels, reducing CAC in the U.K. to under GBP 50 for certain tactics. They also reported a 50% improvement in engagement due to a revamped rating system. The guidance reiterated a commitment to maintaining robust cash flow and profitability, with plans to further enhance value creation and efficiencies, particularly in marketing and fulfillment, while monitoring potential excess cash for shareholder value activities like share buybacks. The company anticipates FY '25 performance to align with current guidance.

Strong Cash Position

Cash is up GBP 20 million compared to the previous year, indicating significant improvements in cash flow.

Engaged Membership Base

Core members, who have been with the company for over 2 years, now account for 74% of revenues, up from 67% last year, with retention rates improving to 79%.

Improved Customer Engagement

The company reported a 50% improvement in engagement with the new rating system and a 3 percentage point increase in immature retention.

Positive Results from New Channels

The company is seeing promising results from new marketing channels such as PR and content creators, with a CAC under GBP 50 for some tactics.

Naked Wines plc (GB:WINE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GB:WINE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2025	2025 (Q4)	- / -	-0.124	―	―	―
Dec 10, 2024	2025 (Q2)	- / -0.09	-0.158	44.30% (+0.07)	―	―
Aug 28, 2024	2024 (Q4)	- / -0.12	-0.229	45.85% (+0.11)	―	―
Dec 15, 2023	2024 (Q2)	- / -0.16	-0.006	-2533.33% (-0.15)	―	―
Sep 19, 2023	2023 (Q4)	- / -0.23	0.019	-1305.26% (-0.25)	―	―
Dec 07, 2022	2023 (Q2)	- / >-0.01	0.014	-142.86% (-0.02)	―	―
Jun 23, 2022	2022 (Q4)	- / 0.02	-0.027	170.37% (+0.05)	―	―
Nov 18, 2021	2022 (Q2)	- / 0.01	-0.111	112.61% (+0.13)	―	―
Jun 11, 2021	2021 (Q4)	- / -0.03	0.035	-177.14% (-0.06)	―	―
Nov 19, 2020	2021 (Q2)	- / -0.11	-0.036	-208.33% (-0.08)	―	―

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

GB:WINE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 10, 2024	57.20p	56.00p	-2.10%
Aug 28, 2024	51.00p	55.30p	+8.43%
Dec 15, 2023	43.00p	47.85p	+11.28%
Sep 19, 2023	70.00p	62.20p	-11.14%

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 Naked Wines plc (GB:WINE) report earnings?

Naked Wines plc (GB:WINE) is schdueled to report earning on Aug 05, 2025, Before Open (Confirmed).

What is Naked Wines plc (GB:WINE) earnings time?

Naked Wines plc (GB:WINE) earnings time is at Aug 05, 2025, Before Open (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 Naked Wines plc stock?

The P/E ratio of Naked Wines plc is N/A.

What is GB:WINE EPS forecast?

Currently, no data Available

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing