Nelly Group AB (NELLY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to Nelly Group Second Quarter Report 2026. Today, I am pleased to present CEO Helena Carlander-Ostlund and CFO Josephine Dahlem. After the presentation, there will be a question and answer session. Participants are able to ask questions in written form on the audio cast page. Now I will hand over to Helena Carlander-Ostlund, please go ahead. Good morning, everyone, and welcome to Nelly Group's results call for the second quarter of 2026. My name is Helena Kalinder Östlund, and I'm the CEO of Nelly Group. And I'm joined today by our CFO, Josefin Dahlem. Let me start today's call with a short walkthrough of our agenda before we get into the specifics of the second quarter. So we will begin today's presentation with a short introduction to the Nelly business in the form of a video. I will then give my comments on the second quarter, after which Josephine will take you through the financial summary. We will finish with your questions. And as always, you are very welcome to send us your questions at any time during the presentation. But we do appreciate getting them as early as possible so that we can plan ahead for the time we have and answer as many of your questions as possible. So to begin, let us kick off with a short video providing an overview of the Nelly business. Nelly is a staple in Nordic fashion and has been so for over 20 years now. It was founded in 2004 as a pioneer in online fashion for young women. Menswear was added in 2008. Nelly is an e-commerce business with two flagship stores, one in Stockholm and one in Copenhagen. We want to help our customers look and feel their best every day. With 1 million active customers in the Nordics alone and 1.7 million followers on social media, Nelly reaches 2 million orders placed yearly. Okay, now let's take...