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Maisons du Monde S.A. (MDOUF) Q4 2025 Sales/Trading Call Transcript
Maisons du Monde S.A. (MDOUF) Q4 2025 Sales/Trading Call Transcript
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MAISONS DU MONDE: Q4 25 AND FY25 SALES
PRESS RELEASENANTES, JANUARY 30TH, 2026 Q4 25 and FY25 sales update H2 Sales stabilization (-0.7% LfL) following -9% in H1 Q4 LfL Sales at -5% driven by online underperformance €45m Costs Saving Plan achieved with new €30m ambition for 2026 International and Retail confirm resilience Southern Europe at (-1%) in Q4, with LfL Stores +1% (second positive quarter) Total Retail sales resisted (-2%) LfL of which (-4%) for France Refurbished Stores continue to deliver mid single digit growth Online facing challenges Online activities at (-10%), despite record Black Friday campaign, impacted mainly by France and Northern countries Organization adjusted to focus on digital experience improvement with arrival of new head of digital early January Cost & Cash 2025 cost saving plan achieved: €45m Positive Cash generation in H2 but not offsetting H1 cash outflows New 2026 ambition, targeting gross costs reduction of €30m focusing on further logistics and HQ optimisation, leading to total cost savings of €120m over 2024-2026 Inspire Everyday next key milestones Building on return to H2 positive monthly traffic across retail and online to drive further customer engagement Online: digital customer journey to be improved throughout 2026 including the visual redesign of the discovery journey with enriched contents leveraging Rhinov expertise, and the enhancement of payment services Retail: ongoing upgrade of the retail network aligning to the new pilot retail park format which has been delivering growth Guidance In an encouraging situation with the stabilization of sales and positive cash generation in H2, the persistent lack of visibility in the macroeconomic environment and the retail sector - particularly in France - undermines the predictability of mid-term targets, and leads us to withhold our €100m cumulative FCF objective for 2024-2027 Francois-Melchior de Polignac, CEO commented "Autumn/Winter collection supported H2 improvement vs past trends. Southern Europe and Retail, even in France, confirmed their improved trajectory.
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Maisons du Monde S.A. (MDOUF) Q3 2025 Sales Call Transcript
Maisons du Monde S.A. (OTCPK:MDOUF) Q3 2025 Sales Call October 23, 2025 12:00 PM EDT Company Participants Francois-Melchior De Poulignac - CEO & Director Denis Lamoureux - Group CFO and Executive Administrative & Financial Director Presentation Francois-Melchior De Poulignac CEO & Director Thank you.
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MAISONS DU MONDE: Third-Quarter and Nine-Month 2025 Activity
PRESS RELEASE Nantes, October, 23rd, 2025 3rd quarter and 9-month sales 2025 highlights Transformation yielding results in a volatile market environment, Net sales Q3 2025 +5,9% LfL Growth on Retail and International Retail delivered +8% LfL with Southern Europe confirming its dynamism New concept for shopping center continues to deliver double digit growth, new re-opening in Italy Stabilization of Online and France France sales returned to slight growth (+2% LfL) in a challenging environment marked by historically high savings rates, low consumer confidence and store disruptions linked to strikes Online sales also stabilized, growing by +1%: MdM sales remained broadly flat and Marketplace regained momentum Inspire Everyday Initiatives supporting Q3 results Earlier launch of seasonal products thanks to enhanced S&OP process ensuring better product availability Good performance of new categories Francois-Melchior de Polignac, CEO commented: “ The past quarters have been challenging, marked by deep internal transformation executed within a difficult macro-economic environment. We are now beginning to see the initial effects of this strategy on our sales, as evidenced by our positive Q3 results.
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MAISONS DU MONDE: ANNUAL RESULTS 2024 IN LINE WITH GUIDANCE: Positive free cash flow / Net Sales € 1.002 billion / Visible effects of Inspire Everyday expected in 2025, with a gradual return to growth
PRESS RELEASE Nantes, March 11, 2025 ANNUAL RESULTS 2024 IN LINE WITH GUIDANCE: Positive free cash flow Net Sales € 1.002 billion Visible effects of Inspire Everyday expected in 2025, with a gradual return to growth 2024 Highlights Generated free cash flow (FCF) of €15m driven by strict control of working capital requirements (WCR) and by €45m in cost savings, despite lower turnover (-10,2% Lfl) A store network of 338 stores, of which 14 managed by affiliates 63 revamped stores, including new concept in 2 shopping centers, with capex/sales below 2.5% Launched loyalty program in France in October 2024 and rebalanced media mix with a refocus on the Brand Improved customer experience in France: NPS increased by 4 points Perspectives 2025-2026: Return to growth Opening of new stores, particularly through affiliate and franchise partners Continued efforts on customer events to further promote the Brand Category extensions, notably including bathroom, outdoor lighting and pet accessories Revamping of online customer experience Continued store renovations with a focus on shopping centers: targeting a total of 100 revamped stores by 2025 year-end, while maintaining the capex/sales ratio around 2.5% Cost savings target increased: more than €100m over 3 years vs. €85m previously communicated, of which roughly €60m during 2025-2026 Further working capital improvement by one month vs 2024, mainly through inventory reduction Further operating model simplification: additional reduction of SKUs by around 10%, and 50% supplier base reduction (vs 2022) to be achieved by 2025 year-end François-Melchior de Polignac, CEO of Maisons du Monde, commented: “We are making steady progress with our transformation under the Inspire Everyday plan.
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Maisons du Monde: Reorganization and simplification of Maisons du Monde's headquarters in Paris and Nantes. No stores are affected by this project.
PRESS RELEASE Nantes, 23 January 2025 Reorganization and simplification of Maisons du Monde's headquarters in Paris and Nantes. No stores are affected by this project.
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Maisons du Monde: Availability of the Half-Year Financial Report 2024
PRESS RELEASE Nantes, 31 July 2024 Regulated Information Availability of the Half-Year Financial Report 2024 Maisons du Monde announces that it has made available to the public and filed with the Autorité des Marchés Financiers (AMF) its half-year financial report as of June 30, 2024. This report includes: The half-year activity report 2024; The condensed consolidated interim financial statements; The statutory auditors' review report on the half-yearly financial information; The statement by the person responsible for the half-year financial report.
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Maisons du Monde: Half-Year Financial Report 2024
MDM2024_RFS_MEL_EN_2024_07_31
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Maisons du Monde : Q2 sales and First Half results 2024
PRESS RELEASE Nantes, le 26 July 2024 Q2 sales and First Half results 2024 Inspire Everyday plan on track Q2 activity impacted in June by macroeconomic uncertainties Gross margin rises 150 bps, reaching 65.3% Free Cash Flow nearly stable compared to H1 2023 Gross margin up 150 bps to 65.3%, partially balancing a -9.6% drop in sales Free Cash Flow nearly stable as expected, with cost & cash initiatives offsetting a negative EBIT Adaptation of the store network is accelerating : 5 store openings in H1, including 2 under affiliation Renewed concept successfully tested on 3 pilot stores with double-digit higher performance compared to the network, rolled out to 17 stores with limited investment, in line with our agenda to revamp 70 stores in 2024 Positive results from 5 affiliate stores in operation for one year, confirming 2024 target of 13 affiliate stores and c.30% of the network under affiliation/franchise by the end of 2026 5 store openings in H1, including 2 under affiliation Optimisation of the operating model showing initial benefits: €20m gross cost savings, confirming our 3-year commitment of €85m of gross savings 15.6% reduction in inventories, i.e. €188m Capex at 1.9% of sales, i.e €9m François-Melchior de Polignac commented: “2024 marks a pivotal year in our Inspire Everyday 2024-2026 journey.
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Maisons du Monde: Combined General Meeting of 21 June 2024 - Procedures for the availability or consultation of preparatory documents
PRESS RELEASE Nantes, 29 May 2024 ANNUAL GENERAL MEETING Combined General Meeting of 21 June 2024 Procedures for the availability or consultation of preparatory documents NANTES – 29 May 2024, 08:00 CET – Maisons du Monde (Euronext Paris: MDM; ISIN: FR0013153541). Maisons du Monde shareholders are invited to attend the Combined General Meeting to be held on Friday, June 21, 2024, at 10 a.m.
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Maisons du Monde: First quarter 2024 Sales
PRESS RELEASE Nantes, 16 May 2024 First quarter sales 2024 Q1 2024 sales in line with expectations and consistent with 2024-2026 transformation plan assumptions Launch of Inspire Everyday action plan on track Q1 2024 sales declined as anticipated, reflecting weak consumption dynamics Teams fully onboarded to deliver Inspire Everyday journey, notably: Inspiration: Three new pilot stores opened in Q1 (Rouen Barentin, Pau and Hognoul) with a renewed concept and significant assortment reduction, driving clear and positive customer response Accessibility: Price reduction on targeted c.2,200 products achieving expected uplift, with above 20% quantity sold, validating pricing strategy Sustainability: Second Chance offering rolled out in stores, supporting Maisons du Monde's brand attractivity Local empowerment throughout store network: Store performance tool rolled out across Europe to provide real-time commercial performance analytics on the sales floor to drive business Affiliation model delivering positive results 2024-2026 trajectory presented March 12 th : 2024: a pivotal year to transform the commercial model and lay the foundations for growth Progressive return to topline growth in 2025-2026 Cumulative FCF above €100 million over 3 years AUDIO WEBCAST FOR INVESTORS AND ANALYSTS Presentation in English. Date: 16 May 2024 at 9:00 am CET Speakers: François-Melchior de Polignac, CEO / Denis Lamoureux, CFO / Gilles Lemaire, Deputy CFO Connection details: Webcast: https://edge.media-server.com/mmc/p/8veje98t Conference call: https://register.vevent.com/register/BIe29a2aadf0ba49818dc0e5451626d637 Q1 SALES DETAILS Q1 2024 Q1 2023 % Change (in EUR million) Group GMV 284.3 307.1 -7.4% Sales 247.7 273.7 -9.5% Like for like and excluding UK 240.7 261.8 -8.1% Sales by product category Decoration 138.0 155.7 -11.4% % of sales 55.7% 56.9% Furniture 109.7 118.0 -7.1% % of sales 44.3% 43.1% Sales by channel Stores 176.3 196.0 -10.1% % of sales 71.2% 71.6% Online 71.4 77.7 -8.2% % of sales 28.8% 28.4% Sales by geography France 135.7 148.0 -8.3% % of sales 54.8% 54.1% International 112.0 125.8 -10.9% % of sales 45.2% 45.9% In Q1 2024, Group sales amounted to €247.7 million, down 9.5% year-on-year (-8.1% Lfl and excluding UK), on track with expectations notably given weak overall consumption dynamics.
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Maisons du Monde : Filing of the 2023 Universal Registration Document
PRESS RELEASE Nantes, 26 April 2024 Regulated Information Filing of the 2023 Universal Registration Document Maisons du Monde announces the release of its 2023 Universal Registration Document. The 2023 Universal Registration Document was filed with the Autorité des Marchés Financiers (AMF) on 25 April 2024 in ESEF format, under number D.24-0332.
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Maisons du Monde: FY2023 results and Medium-Term Transformation Plan 2024-2026
PRESS RELEASE Nantes, 12 March 2024 FY2023 Results: Adjusted guidance fully met across all criteria 3C plan produced tangible results Customer focus initiatives allowing for sales sequential improvement H2 vs H1 Cost reduction resulting in circa €35 million in gross savings on SG&A and logistics costs Strict Cash control streamlining Capex by 50% and reducing inventory by €43 million whilst improving product availability Significant progress on our ESG roadmap Reduction of our carbon intensity 1 by 18% vs 2018 36% of the Good is beautiful selection in Maisons du Monde's offering in 2023 Selected Climate Change “A List” company by CDP (Carbon Disclosure Project) FY 2023 adjusted guidance fully met across all criteria Group Sales: -9.3% yoy at €1,125 million vs c. -10% adjusted guidance EBIT: €45.8 million vs adjusted guidance €40m-€50m FCF: €27.4 million vs adjusted guidance €20m-€30m Payout ratio of 30% consistent with range announced in October, amounting to €0.06 dividend per share, to be submitted at the General Meeting on 21 June Inspire everyday 2024-2026 Transformation Plan François-Melchior de Polignac, CEO of Maisons du Monde commented: "Maisons du Monde's 2024-2026 transformation plan, ‘ Inspire everyday' is backed by an enriched and highly engaged Board, and is being undertaken by a renewed executive team, and our committed associates.
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Appointment of Denis Lamoureux, new Chief Financial Officer of Maisons du Monde
PRESS RELEASE Nantes, 29 February 2024 Governance Appointment of Denis Lamoureux, new Chief Financial Officer of Maisons du Monde Maisons du Monde announces today the appointment of Denis Lamoureux as Group Chief Financial Officer. He will start his new role on March 4 th and will be part of the Executive Committee.