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Global Blue : Investor Presentation - January 2025
January 13, 2025 at 04:08 am EST
Investor Presentation
January 2025
GLOBAL BLUE AT A GLANCE
RECENT TRENDS IN EUROPE AND APAC
Q&A
GLOBAL BLUE AT A GLANCE
RECENT TRENDS IN EUROPE AND APAC
Q&A
Global Blue is the business partner providing integrated technology and services for the shopping journey
to enhance experience and drive performance
International Consumers Domestic Consumers
Tax Free
Shopping
Integrated
82%
Payments
In-Store
Solutions
FX Solutions
2%
11%
Data
B2B technology &
Retailers/Brands/Hotels
& Consumer
(Luxury, premium)
engagement
payment solutions
solutions
Online
Post Purchase
Solutions
5%
Note: Percentages relate to FY24/25 contribution (revenue less variable cost) data
5
We provide integrated technology to enhance the shopping experience
Retailers &
International
Brands
shoppers
B2B technology &
Luxury & premium
payment solutions
€20B
80% o/w Luxury
15M+ Shoppers p.a.
200 nationalities refunded
GB TFS Completed SiS(1)
75K retailers 300K Stores
SiS refers to Sales in Store - represents the value (including VAT) of the goods
purchased by eligible international shoppers in Global Blue enabled stores.6
(1) FY23/24.
Mission-critical partner to a growing portfolio of iconic brands, with most relationships in place for 20+ years(1)
% OF FY 2023 SIS CONTRIBUTION AT GROUP LEVEL
LUXURY SPEND BY DESTINATION
LUXURY FASHION
DOMESTIC
OVERSEAS
80%
50%
(2)
(3)
Europe
15%
15%
of SIS linked
to luxury
APAC
16%
10%
WATCHES & JEWELLERY
Example:
mainland China
17%
32%
Americas
18%
5%
exposure
to tourists
DEPARTMENT STORES
Rest
12%
of the
3%
2%
World
FAST FASHION & SPORTSWEAR
Mainland
7%
16%
China
ELECTRONICS & OTHER
14%
7
Source: Credit Suisse, EMEA luxury goods, 2022. (1) On average
GLOBAL BLUE AT A GLANCE
RECENT TRENDS IN EUROPE AND APAC
Q&A
Across regions, spend progression accelerated over
December'24 in comparison to last 3 months average
% Monthly progression issued tax free spend (eur cst fx)
Last 12 months
Last 3 months
Last month
(Dec'23-Nov'24)
(Sep'24-Nov'24)
(Dec'24)
Continental Europe
+15%
+13%
+20%
APAC
+66%
+26%
+29%
Global
+29%
+17%
+23%
All nationalities are contributing to solid progression with double digit Tax Free Spend progression
% Monthly progression vs same period in prior year - worldwide
% Tax free
% Shopper
% Average spend
% Progression tax
spend
per shopper
free spend
17%
MAINLAND CHINA
+65%
-18%
+35%
15%
US
+34%
+2%
+37%
12%
EUROPEAN NON-EU
+27%
-1%
+26%
12%
SEA
+17%
-4%
+12%
8%
HONG KONG & TAIWAN
+16%
-4%
+11%
8%
GCC
+20%
+18%
+41%
28%
OTHERS
+17%
-4%
+13%
100%
TOTAL
+26%
-2%
+23%
10
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Global Blue Group Holding Ltd. published this content on January 13, 2025 , and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on January 13, 2025 at 09:07:08.381 .
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Duration Auto. 2 months 3 months 6 months 9 months 1 year 2 years 5 years 10 years Max.
Period Day Week
GB: Dynamic Chart
Global Blue Group Holding Ltd is a Switzerland-based company that operates as a holding company. The aim of the Company is to acquire and manage investments in domestic and foreign companies. Its investment companies are engaged in the field of information technology services, offering tax free shopping technology and payments, smart data, targeted marketing, and business intelligence solutions.
More about the company
Last Close Price
6.139 EUR
Average target price
7.176 EUR
Spread / Average Target
+16.88%
Consensus
+951% of historical performance
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