Tonies Se Reg A (TNIEF) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.036 Hello everyone and welcome to Tony's H1 2025 00:00:05.036 -- 00:00:10.362 presentation. My name is Peter Dietz and I'm from the Investor Relations team. 00:00:10.362 -- 00:00:13.345 Today our CEO Tobias 00:00:13.345 -- 00:00:18.610 and CFO Yang will first walk you through our presentation and afterwards we invite 00:00:18.610 -- 00:00:23.515 you to submit your questions via the Zoom Q&A function. 00:00:23.515 -- 00:00:28.037 That's it from my side and now over to you Tobias. 00:00:28.482 -- 00:00:32.966 Thank you, Peter. A warm welcome from my side as well. 00:00:32.966 -- 00:00:36.047 Thank you all for joining us. 00:00:36.089 -- 00:00:40.493 Allow me a few personal words to start with. 00:00:40.493 -- 00:00:45.538 When preparing for this call, I reflected on the first half of the year and 00:00:45.538 -- 00:00:47.319 there was one 00:00:47.319 -- 00:00:53.385 specific day my mind kept returning to, April 2nd. 00:00:53.385 -- 00:00:59.074 Since then, and I think you all agree, The world is different and what we saw 00:00:59.074 -- 00:01:04.200 back on the day and in the weeks and months thereafter was unprecedented. 00:01:04.200 -- 00:01:10.208 Some called it Liberation Day. For us at Tony's, it felt more like Uncertainty 00:01:10.208 -- 00:01:11.610 Day. 00:01:11.610 -- 00:01:16.095 Like many companies, the tariff situation gave us headaches. 00:01:16.095 -- 00:01:21.582 We set up task forces, we adjusted planning scenarios, we optimized our supply 00:01:21.582 -- 00:01:25.418 chain. But would that be enough? 00:01:25.418 -- 00:01:28.562 At the time, I did not know. Today, 00:01:28.562 -- 00:01:32.207 four and a half months later, I do. 00:01:32.207 -- 00:01:36.714 And I'm proud to say that thanks to our resilient business model,...