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Tandem flags resilient year despite macro headwinds

Fri 06 February 2026 11:12 | A A A

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(Sharecast News) - Tandem Group reported a resilient 2025 trading performance on Friday, delivering higher revenues and improved profitability despite ongoing macroeconomic headwinds and weak consumer confidence.

The AIM-traded group said revenue for the year ended 31 December rose 6.2% year-on-year to 26.2m, supported by strong first-half trading, disciplined inventory management, tighter cost control and favourable foreign-exchange movements.

Profit before tax and exceptional items was expected to be slightly ahead of market expectations.

The company said challenging consumer conditions persisted into the second half, but the group continued to demonstrate resilience and effective execution, allowing it to protect margins and enhance operational efficiency.

Management said the performance underlined the strength of Tandem's operating model and the actions taken across the business.

In the toys, sports and leisure division, revenue fell 17.5% year-on-year, reflecting softer demand in discretionary categories, changes in retailer purchasing patterns and the timing of product ranging and promotions.

The firm said that was partly offset by encouraging performance in licensed wheeled products and improved momentum across its own-brand sports and leisure ranges, alongside continued engagement with key retail partners and improvements in product mix and positioning.

It said the bicycles division delivered strong growth, finishing 37.6% ahead of the prior year and outperforming wider sector trends.

Electric bike revenue rose 30% following the launch of new ranges, while mechanical bike sales increased 47.6%.

Children's bike revenue grew 10.7%, supported by the introduction of the new HOY range towards the end of the year, developed in collaboration with Sir Chris Hoy.

The golf division recorded year-on-year revenue growth of 8.6%, with the Ben Sayers range delivering steady performance and the Pro Rider portfolio growing more than 26%.

Tandem said that reflected its focus on product development, innovation and the strengthening of its proposition through new ranges launched late in 2024.

Home and garden revenue increased 30.1% year on year, with early-year demand driven by heating products and an exceptionally hot summer boosting sales of cooling solutions and outdoor garden products.

The group said new, trend-led product launches across categories including patio heaters, storage, planters and indoor furnishings resonated well with customers.

Looking ahead, Tandem said trading at the start of 2026 had been in line with management expectations.

The group said it was targeting revenue growth in the current year broadly in line with 2025, alongside further improvements in margins and profitability, supported by cost discipline, operational efficiency and continued investment in product innovation and new category development.

Tandem said newly-secured national retail partnerships and strengthened distribution relationships provided additional momentum.

The company said it expected to publish its full-year results on 23 March.

At 1004 GMT, shares in Tandem Group were up 8.82% at 185p.

Reporting by Josh White for Sharecast.com.

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