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EarningsQ4 2026 Earnings Report
AU:BUB Q4 2026 EPS Results
Actual EPS-AU$0.01
Consensus EPS―
Beat/Miss―
One Year Ago EPS<AU$0.01
AU:BUB Q4 2026 Revenue Results
Actual RevenueAU$56.35M
Expected RevenueAU$30.90M
Beat/MissBeat by +AU$25.45M
YoY Revenue Growth+4.34%
Earnings Announcement Details
QuarterQ4 2026
Date08/26/2026
TimeAfter Close
Conference CallWednesday, August 26, 2026
AU:BUB Upcoming Earnings
Bubs Australia Ltd.'s next earnings date is estimated for March 1, 2027, based on past reporting schedules.
Q4 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q4 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a cautiously optimistic tone. There are clear operational and commercial positives: 9% group revenue growth, a strong U.S. performance (+24% YoY and >10,000 stores), positive underlying EBITDA of $5.3 million, inventory rebuilt to targeted levels, marketing reinvestment, cost savings of $1.15 million, and progress toward FDA approval. These achievements were, however, offset in FY26 by notable one‑off and external cost pressures—airfreight (~$3.0M), tariffs (~$2.6M), regulatory reset/inventory provisioning (~$3.9M), a reported EBITDA loss of $1.8M, a 9.4% decline in gross profit, and a 25% decline in Rest of World revenue. Management describes many hit items as largely one‑off and expects normalization and margin recovery in FY27. Overall, the positives (sustained top‑line growth, U.S. momentum, underlying profitability and strategic initiatives) are presented as outweighing the temporary negatives.Company Guidance
Group Revenue Growth
Total revenue grew ~9.2% year‑on‑year to just under $112.0 million (FY26), demonstrating top‑line growth despite external headwinds.
Strong U.S. Performance
U.S. net revenue of $65.8 million (59% of group) increased 24% YoY; distribution expanded to over 10,000 stores across six retail formats and Amazon click‑through rate up ~20%.
Underlying Profit Recovery
Underlying EBITDA improved to $5.3 million (positive underlying earnings improvement) despite reported EBITDA of negative $1.8 million, showing operating leverage.
Inventory Rebuild to Support Growth
Inventory increased by $16.2 million to $36.3 million to support a $120M sales aspiration and long supply lead times; management states inventory levels are now at targeted, healthy levels.
Marketing and Brand Activation
Marketing investment rose ~21% YoY and management is targeting mid‑teens % of revenue for A&P to drive acquisition (second‑half AU A&P reached ~16%); brand awareness in Australia improved by 10 points.
Margin Recovery and Cost Savings Initiatives
Reported gross margin was 39.8% for FY26, with guidance that gross margin is expected to improve/normalize; logistics and manufacturing optimization delivered $1.15 million of hard cash reductions to the bottom line.
Strategic and Operational Progress
Expanded product portfolio and channels (U.S. club & drug formats, China adult brand CapriLac), committed to increasing goat herd capacity by 70%, and active planning of supply‑network options (buy/build/rent).
Regulatory Engagement and FDA Progress
Company reports being in the final review stage with the U.S. FDA following multi‑year engagement and an infant growth study; management is confident approval will be forthcoming.
AU:BUB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed