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Upturn AI SWOT - About
GB 
Global Blue Group Holding Ltd (GB)
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Upturn Advisory Summary
07/03/2025: GB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $5.99
1 Year Target Price $5.99
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.17% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.49B USD | Price to earnings Ratio 18.22 | 1Y Target Price 5.99 |
Price to earnings Ratio 18.22 | 1Y Target Price 5.99 | ||
Volume (30-day avg) 1 | Beta 0.44 | 52 Weeks Range 4.29 - 8.00 | Updated Date 07/4/2025 |
52 Weeks Range 4.29 - 8.00 | Updated Date 07/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-06-04 | When Before Market | Estimate 0.04 | Actual 0.06 |
Profitability
Profit Margin 16.6% | Operating Margin (TTM) 26.82% |
Management Effectiveness
Return on Assets (TTM) 8% | Return on Equity (TTM) 87.24% |
Valuation
Trailing PE 18.22 | Forward PE 21.01 | Enterprise Value 2013954847 | Price to Sales(TTM) 2.93 |
Enterprise Value 2013954847 | Price to Sales(TTM) 2.93 | ||
Enterprise Value to Revenue 3.36 | Enterprise Value to EBITDA 6.92 | Shares Outstanding 199366000 | Shares Floating 39321454 |
Shares Outstanding 199366000 | Shares Floating 39321454 | ||
Percent Insiders 16.82 | Percent Institutions 77.66 |
Upturn AI SWOT
Global Blue Group Holding Ltd
Company Overview
History and Background
Global Blue was founded in 1980, pioneering the concept of Tax Free Shopping. Over time, it expanded its services to include VAT refund processing, currency choice, payment solutions, and retail tech solutions, catering to international shoppers and merchants.
Core Business Areas
- Tax Free Shopping: Provides VAT/GST refund processing services for international shoppers, allowing them to reclaim taxes on purchases made abroad.
- Payment Solutions: Offers payment processing services, including acquiring and cross-border payments, primarily focused on the travel sector.
- Currency Choice: Allows merchants to offer shoppers the choice to pay in their home currency when using their credit or debit card.
- Retail Tech Solutions: Provides technology solutions to retailers, including data analytics, customer insights, and marketing tools.
Leadership and Structure
The company is led by a board of directors and an executive management team. Key figures include the CEO and CFO. The organizational structure is designed to support the different business segments.
Top Products and Market Share
Key Offerings
- Tax Free Shopping: Global Blue's core product is Tax Free Shopping. It operates in over 40 countries and processes refunds for millions of tourists annually. Market share data is not publicly available in a consolidated form, but Global Blue is considered a leading player. Competitors include Planet Payment and Innova Taxfree.
- Payment Solutions: Payment processing services targeting merchants serving international travelers. This segment facilitates cross-border transactions. Market share information is difficult to isolate, as it competes with larger payment processors. Competitors include Adyen and Worldline.
- Currency Choice: Allows shoppers to pay in their local currency. Revenue is derived from transaction fees. Competitors include Dynamic Currency Conversion (DCC) providers offered by banks and payment processors.
- Retail Tech Solutions: Data and insights to help merchants understand and attract international shoppers. Revenue is driven by subscription fees and data licensing. Competitors include retail analytics and marketing platforms such as retailnext, SAP, and Oracle.
Market Dynamics
Industry Overview
The travel retail industry is recovering from the pandemic, with increasing international travel and tourism. The demand for tax-free shopping and cross-border payment solutions is growing, driven by the rise of global commerce and tourism. However, economic uncertainty and geopolitical risks can impact travel patterns and spending.
Positioning
Global Blue is positioned as a leading provider of tax-free shopping services, with a growing presence in payment solutions and retail tech. Its competitive advantages include its established brand, extensive network of retailers, and technology platform.
Total Addressable Market (TAM)
The global tax-free shopping market is estimated to be in the tens of billions of dollars. The payments market is significantly larger. Global Blue is positioned to capture a portion of this TAM through its core tax-free shopping services and its expansion into related areas.
Upturn SWOT Analysis
Strengths
- Established brand and reputation
- Extensive network of retailers and partners
- Technology platform
- Global presence
- Expertise in tax-free shopping
Weaknesses
- Dependence on international travel and tourism
- Exposure to regulatory changes in VAT/GST rules
- Competition from other tax-free shopping providers
- Vulnerability to economic downturns
Opportunities
- Expanding into new geographic markets
- Developing new payment solutions for international travelers
- Leveraging data analytics to provide insights to retailers
- Acquiring smaller competitors
- Partnerships with major retailers and airlines
Threats
- Economic downturns that reduce travel spending
- Changes in VAT/GST regulations that reduce tax refunds
- Increased competition from new entrants
- Geopolitical instability that disrupts travel patterns
- Technological disruptions that change the way travelers shop
Competitors and Market Share
Key Competitors
- Planet Payment (PLNT)
- Adyen (ADYEN.AS)
- Worldline (WLN.PA)
Competitive Landscape
Global Blue's advantage lies in its established tax-free shopping network, but it faces competition from larger payment processors and new entrants offering similar services. It must continue innovating and expanding its offerings to maintain its competitive edge.
Major Acquisitions
ZigZag Global
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expand into e-commerce returns management, strengthening its offerings for cross-border retailers. Price undisclosed.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to international travel and tourist spending. Pre-pandemic growth, followed by a decline, then a recovery.
Future Projections: Future growth projections depend on the rebound of international travel, expansion into new markets, and success in payment solutions.
Recent Initiatives: Recent initiatives include expanding into new markets (e.g., Asia), developing new payment solutions, and investing in technology.
Summary
Global Blue is a leading provider of tax-free shopping services, benefiting from the recovery of international travel. The company's established network and technology platform are key strengths, but it faces competition and regulatory risks. Its expansion into payment solutions and retail tech offers growth opportunities. The acquisitions such as ZigZag show innovation. Strong performance is predicated on the continued recovery of the travel industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Research
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change. This analysis is based on publicly available information and assumptions, and may not be accurate or complete. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global Blue Group Holding Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 2020-08-31 | President, CEO & Director Mr. Jacques Stern CPA | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 2160 | Website https://www.globalblue.com |
Full time employees 2160 | Website https://www.globalblue.com | ||
Global Blue Group Holding AG, together with its subsidiaries, provides technology and payments solutions for merchants, acquirers, customs, authorities, travelers, shoppers, and guests in Europe, the Asia Pacific, and internationally. It operates through three segments: Tax Free Shopping (TFS); Payments; and Post-Purchase Solutions (PPS). The company offers TFS, a value-added tax (VAT) refund service that allows eligible shoppers to reclaim VAT on goods purchased outside of their home country; and intelligence and marketing services. It also provides payment services, which enable customers to pay in their choice of preferred currency, home or destination, and at the point of sale (POS) when shopping outside of their home country. In addition, the company offers currency conversion services for POS, ecommerce return solutions, and dynamic currency conversion services at automated teller machines, as well as multi-currency processing services for online retailers. Further, it provides ZigZag, a technology platform that digitalizes the ecommerce returns experience and enhances the process for retailers and consumer queries; ShipUp, a post-purchase engagement solution for online purchases enabling brands to deliver post-purchase communication; and Yocuda that enables retailers to send digital receipts to their customers. The company was founded in 1980 and is headquartered in Wangen-Brüttisellen, Switzerland.
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