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SAP Insights Newsletter: Forget LLMs. SLMs Might Be What You Need.
SAP Insights Newsletter: Forget LLMs. SLMs Might Be What You Need.

Forbes

time4 days ago

  • Business
  • Forbes

SAP Insights Newsletter: Forget LLMs. SLMs Might Be What You Need.

Artificial intelligence, data mining, modern computer technologies. SLM, Small Language model, Generative AI Small vs. large: Not every company needs a large language model. Small language models (SLMs) are great tools for specific use cases. They're also quicker, cheaper, and easier to add to your tech portfolio. We discuss why some companies are choosing SLMs and how to figure out if an SLM is right for your organization. Flex vs. fixed: B2B is trending toward B2C pricing strategies, specifically flex pricing. Many businesses are finding that flex pricing has many advantages over fixed pricing. With global events, trade, tariffs, and the like, being able to adjust pricing is how companies protect their revenue. Productivity vs. GenAI: World Productivity Day is meant to inspire us to reach new levels of GTD (getting things done). Yet, where does GenAI fit in? The productivity promises of GenAI tools are, shall we say, maybe a little unrealistic (at least right now). We explain the challenges and where GenAI tools can make the most impact right now. Research that hasn't reached your inbox: We discover the importance of colleague support; how labor vs. luck is viewed by employees; and a promising new approach to mental health.

Memory-Driven CX: Creating A 'Remember When' Experience That Drives Loyalty
Memory-Driven CX: Creating A 'Remember When' Experience That Drives Loyalty

Forbes

time25-05-2025

  • Business
  • Forbes

Memory-Driven CX: Creating A 'Remember When' Experience That Drives Loyalty

Helpful employees play a key role in bringing customers back. Why do customers come back to the places where they love to do business? Our annual customer experience research ranked the top experiences that get customers to come back: The decision to come back could include any one of these or a combination of items on this list—or anything else that the customer experiences the first or last time they did business with the company or brand. The point is that it's not the experience itself that drives loyalty—it's the memory of the experience that truly determines loyalty. This subtle but powerful distinction explains why some businesses enjoy fierce loyalty. The customer's memory creates an emotional connection that transforms a simple transaction into one of many interactions—in other words, a repeat and/or loyal customer. A recent MarTech article about creating these emotional connections through CX memories and how B2B and B2C brands are winning over customers with 'memory-driven CX' included some compelling ideas that validate this concept. The article emphasized the power of a sentence that starts with the words, 'Remember when. …' It turns out that the memory of a good experience can boost dopamine in the brain, and the result is that customers are more likely to trust and stay with the brand. And that is the basis of an emotional connection. Dopamine is a chemical the brain releases that makes you feel good. This chemical release potentially happens twice: during the actual interaction with the brand and when the customer recalls the interaction at a later time and date. This doesn't happen by accident. Just as a brand can be purposeful about giving the customer an experience worthy of remembering, it can also be purposeful about getting the customer to recall the experience. Certain companies have done this at scale. Chewy, the online pet supply retailer, sends birthday cards to its customers' pets. The cards are often personalized with the pet's name. Starbucks sends its 'members' a free drink or food item for their birthday. It also celebrates 'coffee anniversaries,' reminding customers of when they first joined its rewards program. Netflix sends a 'What We Watched' summary of what its subscribers have watched in the past year. You don't have to be a recognizable brand to do this. Any size company—in any industry—can do the same with a little thought and this five-step process: When customers are excited about their experience, they say, 'I'll be back.' Taking that to the next level is doing something that gets the customer to think back on the experience, creating a 'Remember When' dopamine reaction moment. That reinforces the original (or last) experience the customer had with you. By deliberately creating experiences worth remembering and then helping customers remember those memories, you are increasing the chances of the customer coming back. And the more they come back, the more likely they are to become a coveted loyal customer.

Oddity Tech Soars 52% in a Month: Is the Stock Still Worth Buying?
Oddity Tech Soars 52% in a Month: Is the Stock Still Worth Buying?

Yahoo

time23-05-2025

  • Business
  • Yahoo

Oddity Tech Soars 52% in a Month: Is the Stock Still Worth Buying?

Oddity Tech Ltd. ODD shares have rallied 51.9% over the past month, significantly outperforming the Zacks Computer and Technology sector's return of 15.5% and the Zacks Internet - Software industry's growth of 20.5%.The company has also outpaced industry peers, including Paylocity Holding PCTY, Audioeye AEYE and StoneCo STNE. Over the past month, shares of Paylocity Holding and Audioeye have returned 6.6% and 6.1%, respectively, while StoneCo has dropped 1%.ODD's outperformance can be attributed to its standout performance in the first quarter of 2025, driven by solid top and bottom-line growth. Revenues rose 27% year over year to $268 million, exceeding the Zacks Consensus Estimate by 2.86%. Earnings per share came in at 69 cents, representing a 13% increase from the prior year and surpassing expectations by 9.52%. This strong quarterly outperformance highlights the company's solid execution and sustained demand across its digital-first beauty industry's structural transformation, particularly the shift to online channels, continues to play to Oddity's strengths. As consumer preferences move increasingly toward digital-first experiences, the company is solidifying its leadership as a dominant B2C platform. ODDITY Tech Ltd. price-consensus-chart | ODDITY Tech Ltd. Quote Oddity Tech's strong performance continues to be anchored by its growing portfolio of high-performing consumer brands. Both IL Makiage and SpoiledChild delivered double-digit revenue growth in the first quarter, underscoring their central role in the company's momentum. These brands not only fuel current results but also provide a strong foundation for long-term growth and overall MAKIAGE remains the company's flagship brand and continues to perform ahead of expectations. Management reiterated confidence in achieving the brand's $1 billion revenue target by 2028. A key driver of this trajectory is IL Makiage Skin, which is anticipated to contribute nearly 40% of the brand's total revenues this SpoiledChild, now in its third year since launch, is quickly establishing itself as a formidable growth engine. The brand is on track to surpass $200 million in revenues in 2025, backed by healthy margins and strong consumer adoption. Oddity Tech continues to make significant strides in expanding its product portfolio, with its innovation pipeline playing a central role in its growth strategy. Development of Brand 3 is on track for a soft launch in the third quarter of 2025 and a full commercial rollout by year-end. Preparations are also underway for the launch of Brand 4 in 2026, reinforcing the company's commitment to sustained product development. Simultaneously, ODDITY LABS — the company's proprietary molecule discovery platform — remains a key driver of differentiation, strengthening its ability to deliver cutting-edge, science-driven products that resonate with modern international expansion is accelerating, with promising early results in key European markets. The company achieved double-digit growth in France, Italy and Spain, highlighting the success of its global scaling efforts. Management remains optimistic about the international opportunity, noting that while more than 80% of Oddity's revenues currently come from the United States, this opens the door for the company to build scale abroad and unlock new growth engines beyond its home market. For the second quarter of 2025, Oddity Tech expects total revenues of $235-$239 million, suggesting a 22-24% year-over-year increase. The Zacks Consensus Estimate for revenues is pegged at $237.22 million, indicating 23.06% year-over-year company expects adjusted earnings per share between 85 cents and 89 cents. The consensus mark for the second-quarter earnings is pegged at 88 cents per share, unchanged over the past 30 days, suggesting a year-over-year rise of 7.32%.For fiscal 2025, Oddity Tech anticipates revenues of $790-$798 million, suggesting 22-23% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $796.37 million, indicating year-over-year growth of 23.08%.Adjusted earnings per share are expected to be $1.99-$2.04 per share. The consensus mark for earnings is pegged at $2.02 per share, up 3.1% in the past 30 days, suggesting a year-over-year rise of 3.06%.Oddity Tech's earnings beat the Zacks Consensus Estimate in the trailing four quarters, delivering an average earnings surprise of 32.80%. Oddity Tech presents a compelling investment opportunity, backed by strong revenue and earnings growth, highlighting a clear path to sustained profitability. Its double-digit growth in key markets, robust innovation pipeline and accelerating global expansion, combined with strong brand momentum, position Oddity Tech as a long-term value creator in the beauty and wellness all these factors, it is prudent to buy this Zacks Rank #1 (Strong Buy) stock right now. You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Paylocity Holding Corporation (PCTY) : Free Stock Analysis Report Audioeye, Inc. (AEYE) : Free Stock Analysis Report StoneCo Ltd. (STNE) : Free Stock Analysis Report ODDITY Tech Ltd. (ODD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research

TCM Group A/S: Interim report Q1 2025
TCM Group A/S: Interim report Q1 2025

Yahoo

time21-05-2025

  • Business
  • Yahoo

TCM Group A/S: Interim report Q1 2025

COMPANY ANNOUNCEMENT No. 207/2025 Tvis, 21 May 2025 Interim report Q1 2025 (January 1 - March 31) (All figures in brackets refer to the corresponding period in 2024) Organic sales growth driven by a recovering B2C market. CEO Torben Paulin:'Sales in the first quarter developed in line with our expectations, with a decline in B2B project sales offset by a robust increase in B2C sales. Total sales for the quarter rose by 5% year-on-year to DKK 308 million, with an organic growth of 4%. Order intake showed positive development in the first quarter, with growth in both the B2C and B2B segments, and across all our brands. Additionally, we observed early signs of recovery in the Norwegian market, marked by double-digit growth in order intake. The gross margin increased to 21.1% in Q1, compared to 20.5% in Q1 2024, primarily due to the acquisition of two Svane Køkkenet stores in Denmark. The underlying gross margin remained stable year-on-year, as the benefits from the changed sales mix were offset by higher production and logistics costs. The higher production costs were driven by a decision to increase production capacity ahead of the peak season in Q2, as well as cost related to the ramp-up of the new lacquering facility. Adjusted EBIT for the first quarter amounted to DKK 17.1 million, up from DKK 15.8 million in Q1 2024, corresponding to an adjusted EBIT margin of 5.6%, compared to 5.4% in the same period last year. Free cash flow in Q1 was negative at DKK 4 million, compared to a positive DKK 13 million in Q1 2024. This decline was driven by investments in the new lacquering facility and the ERP project, as well as an increase in net working capital, primarily due to the acquisition of the two Svane Køkkenet stores. In Q1, TCM launched new products across our portfolio. To mark AUBO's 40th anniversary, we introduced 'Truffel' as an extension of the Sense product line. In Svane Køkkenet, we launched Notes Bronze, a new addition to our veneer assortment. While we are encouraged by the positive order intake in the quarter, we continue to closely monitor the potential negative impact of recent geopolitical turmoil on consumer confidence and kitchen demand. Given this renewed uncertainty, we maintain our current guidance for 2025: TCM Group expects full-year revenue in the range of DKK 1,250-1,400 million and adjusted EBIT of DKK 90-120 million. As previously communicated, this assumes full ownership of Celebert in the latter months of the year.' Financial highlights Q1 2025 Revenue DKK 308.1 million (DKK 292.5 million), corresponding to a growth of 5.3% Adjusted EBITDA DKK 25.9 million (DKK 24.4 million). The adjusted EBITDA margin was 8.4% (8.3%) Adjusted EBIT DKK 17.1 million (DKK 15.8 million). The adjusted EBIT margin was 5.6% (5.4%) Non-recurring items had a total impact of DKK 0.0 million (DKK 0.0 million) EBIT DKK 17.1 million (DKK 15.8 million), corresponding to an EBIT margin of 5.6% (5.4%) Net profit DKK 12.1 million (DKK 7.0 million) Free cash flow DKK -3.7 million (DKK 12.6 million) Cash conversion ratio 76.8% (69.1%) Full-year guidance for the financial year 2025 is revenue in the range DKK 1,250-1,400 million with earnings (adjusted EBIT) in the range of DKK 90-120 million. For further information please contact:Torben Paulin, CEO, TCM Group A/S, +45 21 21 04 64Thomas Hjannung, CFO, TCM Group A/S, +45 25 17 42 33IR Contact – ir@ PresentationThe interim report will be presented on Wednesday 21 May 2025 at 9:30 CEST in a teleconference that can be followed on TCM Group's website or at To participate in the teleconference, and thus have the possibility to ask questions, participants are required to register in advance using the link below. Upon registering, each participant will be provided with dial-in numbers and a unique PIN. Online registration for the call: About TCM Group TCM Group is Scandinavia's third largest manufacturer of kitchens and furniture for bathrooms and storage. The products are designed and produced in Denmark and rooted in a proud tradition of good quality and good craftsmanship. TCM Group pursues a multi-brand strategy, under which the main brand is Svane Køkkenet and the other brands are Tvis Køkken, Nettoline and AUBO. Combined, the brands cater for the entire price spectrum, and are sold through c. 220 dealers in Denmark and the rest of the Scandinavia. TCM Group sells private label kitchens through DIY stores in Denmark and independent kitchen stores in Norway. TCM Group is supplier to the 45% owned e-commerce kitchen business Celebert, which operates under the brands Celebert and Just Wood. See for more information. This interim report contains statements relating to the future, including statements regarding TCM Group's future operating results, financial position, cash flows, business strategy and plans for the future. The statements are based on management's reasonable expectations and forecasts at the time of the disclosure of the report. Any such statements are subject to risks and uncertainties, and a number of different factors, many of which are beyond TCM Group's control, could mean that actual performance and actual results will differ significantly from the expectations expressed in this interim report. Without being exhaustive, such factors include general economic and commercial factors, including market and competitive matters, supplier issues and financial issues. Attachments 207. Interim report Q1 2025 Q1 2025 interim report - UK

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