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Global Blue Group Holding (GB)

Company Profile
Global Blue pioneered the concept of Tax Free Shopping 40 years ago. Through continuous innovation, it has become the leading strategic technology and payments partner, empowering merchants to capture the growth of international shoppers. The Group connects all stakeholders involved in the international shopping ecosystem, helping: More than 29 million international shoppers receive a seamless and personalised shopping experience, enabling them to claim back the VAT on their eligible purchases when they shop abroad and to pay in their home currency at a guaranteed best rate, More than 300,000 points of sale, including leading department stores and luxury brands, identify growth opportunities through smart data and intelligence solutions, increase footfall through data-driven marketing solutions and convert traffic into merchant revenue through innovative in-store technologies, More than 50 acquirers, at around 130,000 points of interaction, benefit from additional revenue streams and offer merchants and travellers Dynamic Currency Conversion options and other Added-Value Payment Solutions, Customs & authorities in more than 40 countries increase country attractiveness and ensure a secure and compliant Tax Free Shopping scheme. In the financial year ending 31 March 2020, Global Blue processed 35 million Tax Free Shopping transactions with a total value of €18.5 billion sales in store, and 31 million Added-Value Payment Solutions transactions with a total value of €4.4 billion sales in store. Global Blue has over 2,000 employees in more than 50 countries.
Global Blue Group Holding logo

Company profile

Ticker
GB, GB-WT
Exchange
NYSE
Website
www.globalblue.com
Employees
Incorporated
Switzerland
Location
Switzerland
Fiscal year end
Mar 31
Sector
Information > Data Processing, Hosting, and Related Services
Industry (SIC)
Services - Computer Processing & Data Preparation
Automatic Data Processing • DXC Technology • Liberty TripAdvisor Holdings Inc - Series A • Sohu.com • Corelogic • Zynga • Cars.com • Verisk Analytics • Bilibili • Playtika Holding ...
SEC CIK
0001799983
Corporate docs
Articles of Incorporation & Bylaws
Underwriting Agreements
Plans of Reorganization
Indentures
Material Contracts & Credit Agreements
Subsidiaries Lists

GB stock data

Latest filings (excl ownership)
View all
6-K
Current report (foreign)
9 Feb 23
6-K
Current report (foreign)
8 Feb 23
6-K
Current report (foreign)
26 Jan 23
6-K
Current report (foreign)
11 Jan 23
6-K
Current report (foreign)
11 Jan 23
6-K
Current report (foreign)
12 Dec 22
6-K
Current report (foreign)
1 Dec 22
6-K
Current report (foreign)
10 Nov 22
6-K
Current report (foreign)
2 Nov 22
424B3
Prospectus supplement
25 Oct 22
Transcripts
GB
Earnings call transcript
2022 Q2
1 Dec 22
Latest ownership filings
SC 13D/A
Third Point LLC
2 Dec 22
SC 13D
Certares Opportunities LLC
21 Jun 22
SC 13D/A
SL Globetrotter, L.P.
6 May 22
SC 13D/A
Third Point LLC
30 Mar 21
SC 13D
SL Globetrotter, L.P.
8 Sep 20
SC 13D
API (Hong Kong) Investment Ltd
8 Sep 20
SC 13D
Third Point LLC
4 Sep 20

Financial summary

Financial statements Chart GB financial data
Quarter (USD) Mar 22 Mar 21 Aug 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Mar 22 Mar 21 Aug 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Financial data from company earnings reports.

Institutional ownership, Q3 2022

GB institutional ownership history Ownership history
77.8% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 24 18 +33.3%
Opened positions 18 4 +350.0%
Closed positions 12 1 +1100.0%
Increased positions 1 2 -50.0%
Reduced positions 3 3 –
13F shares Current Prev Q Change
Total value 992.86 mm 1.76 bn -43.7%
Total shares 210.79 mm 348.27 mm -39.5%
Total puts 0.00 0.00
Total calls 199.69 k 0.00 NEW
Total put/call ratio – – –
Largest owners Shares Value Change
SL Globetrotter 160.78 mm $842.47 mm 0.0%
Certares Opportunities 29.76 mm $143.46 mm 0.0%
Silver Lake Group, L.L.C. 9.25 mm $2.64 mm -93.1%
Ionic Capital Management 3.11 mm $886.00 k NEW
Linden Advisors 2.14 mm $611.00 k NEW
Third Point 1.33 mm $380.00 k -84.4%
Serengeti Asset Management 900.00 k $257.00 k NEW
TENOR CAPITAL MANAGEMENT 747.37 k $213.00 k NEW
RBF Capital 546.13 k $156.00 k +2603.6%
Maso Capital Partners 407.81 k $116.00 k NEW
Largest transactions Shares Bought/sold Change
Silver Lake Group, L.L.C. 9.25 mm -125.37 mm -93.1%
Third Point 1.33 mm -7.20 mm -84.4%
Knighthead Capital Management 0.00 -4.77 mm EXIT
Ionic Capital Management 3.11 mm +3.11 mm NEW
Partners Group Holding 0.00 -2.77 mm EXIT
WCM Investment Management 0.00 -2.48 mm EXIT
Linden Advisors 2.14 mm +2.14 mm NEW
Alyeska Investment 0.00 -1.78 mm EXIT
Manufacturers Life Insurance Company, The 0.00 -1.50 mm EXIT
Banque Pictet & Cie 0.00 -942.86 k EXIT
Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

News

From Benzinga Pro
Why Shares of Chinese Companies Are Trading Higher? Here Are 55 Stocks Moving In Tuesday's Mid-Day Session
27 Dec 22
Gainers Elys Game Technology, Corp. (NASDAQ: ELYS) shares jumped 147% to $0.4312. Elys Game Technology and Cloakbook DC have been granted license to open sportsbook in Washington, D.C.
Global Blue Group Holding Q2 EPS $(0.05) Down From $0.04 YoY, Sales $82.58M Up From $36.80M YoY
1 Dec 22
Global Blue Group Holding (NYSE:GB) reported quarterly losses of $(0.05) per share. This is a 225 percent decrease over earnings of $0.04 per share from the same period last year. The company reported $82.58 million in
Earnings Scheduled For December 1, 2022
1 Dec 22
Companies Reporting Before The Bell • 111 (NASDAQ:YI) is expected to report earnings for its third quarter.
Global Blue Partners With Venistar On An Innovative Tax Free Shopping Solution For E-commerce Sale
29 Nov 22

Press releases

From Benzinga Pro
Global Blue Releases the Monthly Tax Free Shopping Business Update for January 2023
9 Feb 23
New data from Global Blue (NYSE:GB) shows that the dynamic recovery for Tax Free Shopping has continued to strengthen across Continental Europe and Asia Pacific. In Continental Europe, issued sales in store
Global Blue Group Holding AG: Extraordinary General Meeting and Special Meeting, March 1, 2023
8 Feb 23
Global Blue Group Holding AG (the "Company") (NYSE:GB) will hold an Extraordinary General Meeting of Shareholders ("EGM") on March 1, 2023, at 11:00 a.m. CET, followed by a Special Meeting of the Holders of Series A
Global Blue Announces Date For Q3 and 9M 2022/23 Financial Results
26 Jan 23
Global Blue Group Holding AG (NYSE:GB) (NYSE:GB) will release its financial results for the third quarter and nine-month period ended December 31, 2022, on February 27, 2023, before the market opens. The financial
Global Blue Releases the Monthly Tax Free Shopping Business Update for December 2022
11 Jan 23
Global Blue to Participate in Upcoming Conference
11 Jan 23
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