Naked Wines Plc (NWINF) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.015 Hello everyone and welcome to our FY25 results presentation. 00:00:04.015 -- 00:00:07.198 We are very grateful for your time. 00:00:07.198 -- 00:00:12.324 I'm Rodrigo Massa, Naked CEO. I'll be presenting today along with Dominic Neri, our Chief 00:00:12.324 -- 00:00:17.707 Financial Officer. Here's the agenda that we'll cover this morning. 00:00:18.891 -- 00:00:22.955 Before we get into the details, a few headlines to set the stage. 00:00:22.955 -- 00:00:27.960 We have delivered a strong FY25 performance, hitting the guidance we set at 00:00:27.960 -- 00:00:30.068 the start of the year. 00:00:30.068 -- 00:00:34.335 We continue to see a compelling investment opportunity in Naked and we're commencing 00:00:34.335 -- 00:00:37.397 ongoing shareholder distributions. 00:00:37.801 -- 00:00:44.530 We've realigned the business to win with tangible progress on both acquisition and retention. 00:00:44.793 -- 00:00:49.942 Looking ahead, we're excited about the year to come and expect continued profit growth 00:00:49.942 -- 00:00:53.866 as reflected in our F-186 guidance. 00:00:53.947 -- 00:00:59.115 And finally, a warm welcome to Jack Paling as our new chairman, and a big thank you 00:00:59.115 -- 00:01:04.720 to Dirgerie Runef for her outstanding leadership as interim chair. 00:01:05.324 -- 00:01:07.845 Let's dive in. 00:01:08.769 -- 00:01:12.595 NAIC is all about connecting wine drinkers and winemakers. 00:01:12.595 -- 00:01:18.003 Our model removes the middlemen, so customers get better wine for their money, and winemakers 00:01:18.003 -- 00:01:22.769 earn more for doing what they do best, making exceptional wine. 00:01:22.769 -- 00:01:27.955 This direct, meaningful relationship builds loyalty, drives a sense of community, 00:01:27.955 -- 0...