Global Blue : Investor Presentation - January 2025

Published: 2025-01-13 04:08:04 ET GB

Investor Presentation

January 2025

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GLOBAL BLUE AT A GLANCE

RECENT TRENDS IN EUROPE AND APAC

Q&A

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GLOBAL BLUE AT A GLANCE

RECENT TRENDS IN EUROPE AND APAC

Q&A

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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

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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%

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Source: Credit Suisse, EMEA luxury goods, 2022. (1) On average

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GLOBAL BLUE AT A GLANCE

RECENT TRENDS IN EUROPE AND APAC

Q&A

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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%

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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

CY '23

Dec'24

Dec'24

Dec'24

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%

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Disclaimer

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.