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TONIES SE (TNIEF) Analyst/Investor Day Transcript
SA Transcripts · 2026-06-19 · via All Articles on Seeking Alpha

TONIES SE (TNIEF) Analyst/Investor Day June 18, 2026 5:00 AM EDT

Company Participants

Moritz Verleger - Head of Investor Relations
Tobias Wann - CEO & Member of Management Board
Virginia McCormick - Chief Experience Officer & Member of the Management Board
Christoph Frehsee - CRO & Member of the Management Board
Hansjorg Muller - CFO & Member of the Management Board
Lucia Kreuzer

Conference Call Participants

Gerhard Orgonas - Joh. Berenberg, Gossler & Co. KG, Research Division
Russell Pointon - Edison Investment Research Limited
Christian Sandherr - NuWays AG, Research Division
Stuart Brown
Trevor Fitzgerald - Mirabaud Asset Management Ltd.
Ramon Huber - Limmat Capital - LC Equity Fund
Thomas Brown - Premier Miton Investment Funds 3 - Premier Miton European Opportunities Fund

Presentation

Moritz Verleger
Head of Investor Relations

Good morning and a very warm welcome to everyone joining online, but especially to those here at The Smith Center inside the Science Museum in London. It's fantastic to meet existing and new investors here in person. As you probably already saw in your goodie bag, this isn't the first time we are working together with the Science Museum. Thank you for having us. My name is Moritz, and as Head of Investor Relations, I'm honored to lead you through the day.

Let's now have a look at the agenda. Today is all about the next chapter of the tonies story. We are going to show you exactly how we are moving from being a category creator to becoming a truly global icon. And for that, I'm excited that we have the full Management Board together on stage for the very first time. Over the next few hours, we will deep dive into the tonies experience, show you how we are scaling our growth engine, particularly with our U.S. first strategy and demonstrate the resilience of our financial model that ensures we keep delivering on our promises. Before we kick