Burberry Group plc (BRBY) Q2 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:02.154 We actually have some seats here in the front row. 00:00:02.154 -- 00:00:06.941 This is like the first day at school. No one wants to be, no 00:00:06.941 -- 00:00:11.788 one wants to be, it's not like a fashion show because at the fashion show, they really 00:00:11.788 -- 00:00:15.433 want to be seated in the front row. It's all about your seat. 00:00:15.433 -- 00:00:20.521 In any case, good morning and welcome to our interim results and our update 00:00:20.521 -- 00:00:23.004 on the Burberry Forward Strategy. 00:00:23.004 -- 00:00:28.232 I'm Josh Shulman, CEO of Burberry, and with me is Kate Ferry, our Chief Financial 00:00:28.232 -- 00:00:30.203 Officer. 00:00:30.203 -- 00:00:35.609 One year into Burberry Forward, my belief in this extraordinary British 00:00:35.609 -- 00:00:41.035 luxury house is stronger than ever. Since we met last November, 00:00:41.035 -- 00:00:46.379 we have moved from stabilizing the business to returning to growth. 00:00:46.441 -- 00:00:51.587 I am encouraged by the signals I am seeing throughout the business, which 00:00:51.587 -- 00:00:58.165 provide initial proof points that our Burberry Forward strategy is working. 00:00:58.165 -- 00:01:04.215 With our timeless British luxury brand expression and an improved product offer, 00:01:04.215 -- 00:01:07.560 our brand has become more desirable. 00:01:07.560 -- 00:01:13.049 We're attracting new customers to the brand while welcoming back existing 00:01:13.049 -- 00:01:18.938 customers, resulting in sequential improvement in customer growth. 00:01:18.938 -- 00:01:24.984 And these customers are responding strongly to our autumn and winter collections, 00:01:24.984 -- 00:01:30.809 with a significant increase in sell-through rate compared to last year. 00:01:30.8...