UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the fiscal year ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...

全球实体店销售恢复 - 2024年2月，全球发行的实体店销售同比恢复率达到141%，较2019年同期的135%有所增长[2] 欧洲大陆恢复情况 - 欧洲大陆的恢复加强，法国（174%）、西班牙（134%）和意大利（131%）的恢复率较1月份有所提高[3] GCC地区和美国购物者情况 - GCC地区购物者受到斋月前购物加速的季节性转移影响，2月份恢复率达到404%[4] - 美国购物者也录得强劲的恢复率[4]

业绩总结 - 2023年前9个月的营收增长了41%[2] - 集团营收增长了41%，达到3.17亿欧元，调整后的EBITDA显著改善，达到了近1.15亿欧元，利润率提高了11个百分点[21] - 营收增长41%，达到3.7亿欧元，调整后的EBITDA达到1.15亿欧元，净杠杆率降至3.6倍[35] - 第三季度TFS和AVPS的销售额分别增加了27.7%，总收入增加了26.2%[7] - TFS和AVPS的营收分别增长了24.8%和37.4%，RTS的营收增长了11.6%[10] 用户数据 - 中国大陆的消费者在欧洲的加速恢复，购物者数量恢复了49%，低于1月份的航空容量恢复率[44] - 中国大陆的消费者在欧洲的消费增长了63%，导致了80%的消费恢复率[46] - 中国大陆的消费者在2019年的消费增长了115%，导致了127%的消费恢复率[49] - 中国大陆的高净值个人的消费比2019年增加了3倍，富裕人群的消费增加了2倍[50] - 中国大陆消费者对出国购物的意愿保持在76%以上，航空容量的增加将带来消费者的加速回归[51] 未来展望 - 全球蓝色公司根据中国大陆的恢复情况模拟了下一年的EBITDA，预计在100%恢复情况下，EBITDA将达到2.02亿欧元[59] - Q3表现健康，1月份呈现积极趋势[65] 新产品和新技术研发 - 公司在2023年12月初完成了重新融资，获得了6.1亿欧元的新高级债务和近1亿欧元的自由现金流[4] 市场扩张和并购 - 公司确认了将在净杠杆率低于2.5倍的目标[4] 负面信息 - 法国的航班数量恢复率较低，拖累了欧洲的表现[55] 其他新策略和有价值的信息 - 高净值个人在2020年第四季度的平均消费比2019年增加了3倍，最后一个季度甚至接近4倍[43] - 团队努力加强资产负债表，提升公司杠杆[65] - 可以联系投资者关系负责人安排一对一会议[65]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 or 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of February 2024 Commission file number: 001-39477 GLOBAL BLUE GROUP HOLDING AG (Translation of registrant's name into English) Zürichstrasse 38, 8306 Brüttisellen, Switzerland +41 22 363 77 40 (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual re ...

财务数据和关键指标变化 - 第二季度和上半年财务业绩显著增长,EBITDA持续改善至1.42亿欧元 [2] - 第二季度收入增长38%至1.13亿欧元,EBITDA增长83%至4,720万欧元 [6][16] - 上半年收入增长超过50%至2.08亿欧元,EBITDA增长130%至7,500万欧元 [20][21] 各条业务线数据和关键指标变化 - 税免购物(TFS)业务销售额增长42%,收入增长38% [6] - 增值支付服务(AVPS)收入增长32% [10] - 退税服务(RTS)收入增长65% [11] 各个市场数据和关键指标变化 - 欧洲大陆市场收入增长28.5%,亚太市场收入增长155% [9] - 美国市场销售额恢复至260%,中国市场销售额恢复至52% [35][38] - 亚太地区销售额恢复至147% [41] 公司战略和发展方向及行业竞争 - 公司持续提升数字化水平,提高效率和渗透率 [47][48][49] - 成功推出Global Blue Hospitality and Retail Gateway,签约7家新收单行 [51][52][53] - 公司长期目标:收入增长8%-12%,EBITDA利润率超50% [54][57][58][59] - 公司在经济衰退和通胀环境下表现优于行业 [60][61] 管理层对经营环境和未来前景的评论 - 中国旅客复苏是公司业绩改善的关键驱动因素 [44][45] - 公司有信心实现2023-2024财年245-265百万欧元的EBITDA指引 [4][54] - 公司长期目标是实现200多百万欧元的EBITDA [54][55] 问答环节重要的提问和回答 无相关内容

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 or 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of November 2023 Commission file number: 001-39477 GLOBAL BLUE GROUP HOLDING AG (Translation of registrant's name into English) Zürichstrasse 38, 8306 Brüttisellen, Switzerland +41 22 363 77 40 (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual re ...

Global Blue Group Holding AG (NYSE:GB) Q1 2024 Earnings Conference Call August 27, 2023 8:00 PM ET Company Participants Jacques Stern - President & CEO Roxane Dufour - CFO Conference Call Participants Jacques Stern Good morning. Good afternoon. I am Jacques Stern, the CEO of the Global Blue, and I will present to you the Q1 figures of ’23-‘24 with Roxane Dufour, the CFO of the Group. So let me first start by the key takeaway of this Q1 figures. So very pleased to report a very strong performance in Q1, both ...

Financial Update Q1 FY23/24 Disclaimer Forward Looking Statements. This presentation (this “Presentation”) contains certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding Global Blue Group Holding AG’s (“Global Blue”, “we” or “us”) or its management’s expectations, hopes, beliefs, intentions or strategies regarding the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 or 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of August 2023 Commission file number: 001-39477 GLOBAL BLUE GROUP HOLDING AG (Translation of registrant's name into English) Zürichstrasse 38, 8306 Brüttisellen, Switzerland +41 22 363 77 40 (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual repo ...

Global Blue Group Holding AG (NYSE:GB) Q4 2023 Earnings Conference Call June 28, 2023 8:00 AM ET Company Participants Jacques Stern - President and CEO Roxane Dufour - CFO Conference Call Participants Jacques Stern Good morning. I am Jacques Stern, the CEO of Global Blue. And I will today present the Fiscal Year Results '22-'23 with Roxane Dufour, CFO of Global Blue. Before I leave the floor to Roxane, let me first give you the key highlights of this results for '22-'23. First, happy to report significant ...