)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Nelly Group
Nelly Group (NELLY) investor relations material
Nelly Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved 16.4% net revenue growth year-over-year in Q4 2025 to SEK 370.5 million, with operating profit rising to SEK 47.8 million and margin improving to 12.9%, despite a challenging, price-sensitive market and intense discounting.
Full year 2025 net revenue increased 15.5% to SEK 1,263.6 million, operating profit more than doubled to SEK 166.4 million, and operating margin reached 13.2%.
Active customer base in the Nordics grew for the fifth consecutive quarter, reaching 1,029,000, with higher conversion rates but lower average order value due to discount dependency.
Own brand share increased to 62.1% in Q4, up from 47.2% year-over-year, with strong performance in jeans, sneakers, and knitwear.
Maintained historically low return rate at 22.8%, down from 27.9% year-over-year.
Financial highlights
Q4 net revenue was SEK 370.5 million, up from SEK 318.4 million; full year net revenue reached SEK 1,263.6 million.
Q4 operating profit was SEK 47.8 million (up from SEK 36.2 million), with an operating margin of 12.9% (vs. 11.4%).
Full year operating profit reached SEK 166.4 million, operating margin 13.2% (vs. 8.5% prior year).
Q4 profit after tax was SEK 58.3 million, EPS SEK 1.94; full-year profit after tax was SEK 168.5 million, EPS SEK 5.62.
Cash and cash equivalents at year-end were SEK 253.8 million, up from SEK 196.9 million, with no external credit facilities utilized.
Outlook and guidance
Market conditions expected to remain tough in the near term, with fierce competition and high discounting.
Strategy remains focused on curated assortment, brand building, and disciplined execution, with targeted growth in Denmark and Germany.
No specific growth or profitability guidance provided for 2026.
Efforts in 2026 will target further category growth and maintaining close alignment with fashion trends.
What offset discount impact on gross margin?
Operating cash flow decline despite profit growth?
Strategy to reverse declining AOV and build basket
Germany expansion: How will it affect OpEx/CapEx
Assortment strategy to counter AOV decline
EBIT margin outlook given investment phase
How will external brand portfolio strengthen gross margin?
Impact of Copenhagen flagship store on future growth?
Strategy to increase basket size with price-sensitive customers
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Nelly Group earnings date
Q1 202628 Apr, 2026
Nelly Group
Next Nelly Group earnings date
Q1 202628 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Nelly Group AB operates as a fashion company in Sweden, rest of Nordics, Germany, and the Netherlands. The company offers clothes for women, men, and children. The products are primarily offered through the websites Nelly.com, for women's clothes, and NLYMan.com, for men's clothes.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage