Burberry Group plc (BURBY) Q2 2026 Earnings Call Transcript

Joshua Schulman, CEO & Executive Director

Good morning. We actually have some seats here in the front row. This feels like the first day at school—no one wants to be at the front. It’s not like a fashion show, where everyone wants those coveted front-row seats. It really is all about where you sit.

In any case, good morning and welcome to our interim results and update on the Burberry Forward strategy. I’m Josh Schulman, CEO of Burberry, and with me is Kate Ferry, our Chief Financial Officer.

One year into Burberry Forward, my belief in this extraordinary British luxury house is stronger than ever. Since we met last November, we have moved from stabilizing the business to returning to growth.

I am encouraged by the positive signals I’m seeing across the business, which provide initial proof points that our Burberry Forward strategy is working. With our timeless British luxury brand expression and an improved product offering, our brand has become more desirable.

We’re attracting new customers while welcoming back existing ones, resulting in sequential improvement in customer growth. These customers are responding strongly to our autumn and winter collections, with a significant increase in sell-through rates compared to last year.

We’re accelerating momentum in our iconic categories—outerwear and scarves—and now this growth is extending into other areas as well.
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