Tandem Group Plc · LSE:TND
Tandem — Shareholder Meeting (June 2025)
10 slides from Tandem's shareholder meeting presentation, Jun 24, 2025
Slide 1: Annual General Meeting 24th June 2025
Annual General Meeting 24th June 2025
Slide 2: Agenda
AGENDA • Product Showcase Video • Retail & Market Landscape • Economic Landscape • Product & Brand Development • Summary
Slide 3: Product Showcase Video
Slide 4: Retail & Market Landscape
Retail & Market Landscape UK bike market decline slows, BA predicts cycling industry growth in 2025
Slide 5: Economic Landscape
Economic • Interest rates cut 4.25% in May • GfK Consumer Confidence Index Landscape (below market expectations) • Inflation rate at 3.4% in May decreased in May • NI rate increase to 15% • Treasury forecasts GDP growth • Overstocks remaining in the rate reduction 1.0% in 2025 and market 1.1% in 202
Slide 6: Toys, Sports & Leisure
Toys, Sports & Leisure • We hold the majority of the top performing all boys/girls and preschool licenses • M.V has the top 4 fastest gaining character licensed properties YTD end May • 5 new licenses launching in 2025 / 2026, bringing the total to over 30 • New and on trend licenses performing stro
Slide 7: Bikes
Bikes • Further development of our market leading affordable e-bike range with 4 new models to launch in 2025 • Resourcing project underway to capitalise on the removal of Chinese anti- dumping duty (ADD) tariffs for electric bikes • Launched an entirely new Claud Butler Haste mountain bike and Dawe
Slide 8: Golf
Golf Ben Sayers: • Redesigned adult and junior package sets and individual bags launched in Spring 2025 • Development underway for updated electric golf trolleys • Continue to increase direct container business as a proportion of total sales • Increase domestic range representation with new off-cour
Slide 9: Home & Garden
Home & Garden • Over 300 live Home & Garden products across website & marketplaces • Growing our range of core performing categories: radiator covers, outdoor storage, awnings/parasols • Launched new trending categories: outdoor heating & rugs, internal storage, home décor • Growing domestic third-p
Slide 10: Summary
Strong Exploring Talented Summary Balance Colleagues Acquisition Sheet s Growing Increasing European Customer Market Expansion Base Share Driving New Operation Freight Product al Stabilisati Innovatio Efficiencie on n s Middle East Rising Hong Kong & Tariff Employm Sourcing Uncertainty ent Costs Off