Tonies Se Reg A (TNIEF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and welcome to Tony's H1 2025 presentation. My name is Peter Dietz and I'm from the Investor Relations team. Today our CEO Tobias and CFO Yang will first walk you through our presentation and afterwards we invite you to submit your questions via the Zoom Q&A function. That's it from my side and now over to you Tobias. Thank you, Peter. A warm welcome from my side as well. Thank you all for joining us. Allow me a few personal words to start with. When preparing for this call, I reflected on the first half of the year and there was one specific day my mind kept returning to, April 2nd. Since then, and I think you all agree, The world is different and what we saw back on the day and in the weeks and months thereafter was unprecedented. Some called it Liberation Day. For us at Tony's, it felt more like Uncertainty Day. Like many companies, the tariff situation gave us headaches. We set up task forces, we adjusted planning scenarios, we optimized our supply chain. But would that be enough? At the time, I did not know. Today, four and a half months later, I do. And I'm proud to say that thanks to our resilient business model, Tony's has continued to grow almost as if uncertainty day had never happened. We have navigated headwinds. We have overcome turbulence through flexibility, through preparation, and through operational excellence. It has been a total team effort. And I want to thank all members of the Tony's team around the world. We've achieved strong financials, far from guaranteed at the start. And we have laid the groundwork to deliver on our goals for the second half. A second half that promises to be the most innovative since our company's foundation. Jan and I will now take you deeper into these topics. But first, let me start once again with one ...