Björn Borg AB (publ) (BORG) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, guys, and welcome to our Q2 presentation. Beautiful Friday. We're getting ready for the midnight run tomorrow. You should join us if you can. So we're partnering up with Midnattsloppet. And so tomorrow in Stockholm, more than 30,000 runners will be wearing a beautiful Diva Pink Borg tea. And of course, everyone working from Björn Borg is doing their one as well. But enough of that. Looking at Q2, I think the clear highlights obviously is that our sports apparel and our own e-commerce is continuing to perform exceptionally well. So, OwnEcom growing 26% in the quarter, benchmarking that against competitors, we're clearly taking market cheers. The growth is spread across almost all of our markets, so that's very, very reassuring. And of course, a clear sign that the brand is getting stronger and stronger and stronger. And of course, the combination with a very strong product offering, of course, is the reason for this very strong growth. of course, together with a great team that is managing our e-commerce business. But of course, I think the highlight that is worth talking about, you know, over and over again is our ongoing, very, very strong momentum with sports power. So plus 45% in the quarter. So those has been following us for a while. You know that this journey was all about, you know, taking this very beautiful, strong men's underwear brand and moving that into a bigger arena. moving into sports, sports apparel, extending the categories, and by doing so, growing in our already existing markets. That was the plan. And we can now conclude that we have 10, perhaps even 11 quarters of very, very strong sports apparel growth. So the clear highlight, obviously, plus 45% versus last year. in a market that is very, very challenging. And again, these are, y...