Leifheit Aktiengesellschaft (LEI) Earnings Call Transcripts

Leifheit Aktiengesellschaft's Latest Earnings Call - March 31, 2026

In the earnings call for the fiscal year 2025, Leifheit Aktiengesellschaft reported a challenging year with a 10.3% decline in group turnover, attributed to a weak consumer environment and specific customer bankruptcies. Despite this, the company maintained profitability with an EBIT margin of around 5%, slightly below the previous year's level. For 2026, management signaled a cautious outlook, expecting slight revenue growth but flat EBIT due to increased marketing investments and rising input costs from geopolitical tensions.

Reported metrics

Guidance from management

For 2026, management expects slight revenue growth but flat EBIT, primarily due to increased marketing investments and rising input costs from geopolitical tensions. They remain committed to their midterm growth targets despite current challenges.

What management said

Okay. Yes, right. I mean we don't give an outlook per region. But as I said, we have strong investments in our home market, Germany. So this is definitely where we expect growth. And otherwise, as I mentioned, in Netherlands, Poland, as example, so Western, Eastern Europe, I think overall, also, we want to come back to growth. So we expect for these 3 regions, slight growth, I would say. We have different focuses on ...

Okay. What I can say about that is you will see in the first quarter and especially in the first half of the year that we'll see an increase in our marketing spending, let's say, mid-single or low to mid-single-digit million euros. And that -- there will be no effects of the focus project in the first quarter or first half of the year in that increased marketing spending to finance that. But overall, if you look at t...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical events on input costs and overall consumer sentiment. There were questions about the sustainability of growth in new regions and the potential for further declines in specific segments, particularly Wellbeing.

Main topics on the call

• Revenue Decline — Leifheit's group turnover decreased by 10.3% in 2025, with the household segment declining by 9.6%. CEO Reindler noted, "the market we are auditing... was around about minus 6% as well," indicating that the company's per...
• Profitability Improvement — Despite the revenue decline, Leifheit improved its gross margin by 1.2 percentage points, achieving an EBIT margin of around 5%. CFO Keul stated, "we were able to save costs below the gross margin of roughly 10%" which h...
• Strategic Initiatives for Growth — Management outlined plans for a brand relaunch and increased marketing investments to drive growth in 2026. Reindler emphasized the need to "generate a new growth momentum" after a disappointing year.
• Focus on Efficiency — Leifheit is implementing a performance program named FOCUS aimed at reducing costs and improving resilience. Reindler mentioned, "we want to simplify them... reduce costs and increase margin," indicating a strategic focu...

Read the full Leifheit Aktiengesellschaft transcript (March 31, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 Leifheit Aktiengesellschaft earnings call transcripts on record, spanning April 9, 2025 to August 6, 2026. Based on this history, Leifheit Aktiengesellschaft reports semi-annually. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LEI

Exchange

XTRA

Country

DE

Sector

Consumer Discretionary

Industry

Household Durables

Calls on record

5

First call

April 9, 2025

Most recent

August 6, 2026

Reporting cadence

semi-annually