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Associated equity: Global Fashion Group
Global Fashion Group is a leading online fashion and lifestyle destination with three ecommerce platforms across nine countries in Latin America (Dafiti), Southeast Asia (ZALORA) and Australia and New Zealand (THE ICONIC).
Global Fashion Group — 5 videos in collection
In our interview with Global Fashion Group’s (GFG’s) CEO, Christoph Barchewitz, and CFO, Helen Hickman, they focus on the group’s H126 results, which represents an important milestone as it was the group’s first profitable first half with its current footprint, despite a lower net merchandise value. We explore how a sharper focus on value over volume is improving unit economics and strengthening the resilience of the business model. We also talked about regional performance, from ANZ’s continued growth and emerging AI commerce opportunities to LATAM’s profitability gains and SEA’s turnaround efforts. Finally, we also discuss the changes to the adjusted EBITDA outlook for FY26, the path to normalised free cash flow breakeven and what investors should watch as GFG continues to balance growth, profitability and disciplined execution.
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