Observed Signal · Aug 19, 2026 · Earnings Report · Source: Retail-News · Impact: 4/5 · Sentiment: Positive
DocMorris Raises 2026 Guidance After Strong Rx Growth
DocMorris reported improved revenue and operating results for the first half of 2026 and raised its full-year guidance following strong growth in prescription drugs (Rx) and digital services. External revenue rose 12.5% to CHF 627.8m, reported revenue increased 13.4% to CHF 599.2m. Adjusted EBITDA narrowed to a loss of CHF 10.9m (improved by CHF 17.9m), while unadjusted EBITDA was CHF -20.0m including CHF 7.6m of extraordinary charges related to an AI-first strategy and a site closure. Rx revenue grew ~38% year-to-date (45.8% in Q2) and DocMorris now expects ~40% Rx growth for 2026; Digital Services revenue jumped 71.4%. Management still targets an EBITDA breakeven in H2 2026 and expects free cash flow to reach breakeven in 2027.
Quarterly financials and an upgraded full-year guidance demonstrate accelerated growth in prescription sales and digital services; this affects retail e-commerce dynamics and retail-media potential, making the report relevant to AdTech/MarTech and retail media stakeholders.
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Key Takeaways & Evidence Grounding
- DocMorris external revenue (Außenumsatz) in H1 2026 rose 12.5% to CHF 627.8 million (approx. €675 million).
- Reported revenue in H1 2026 increased 13.4% to CHF 599.2 million (approx. €645 million).
- Adjusted EBITDA improved by CHF 17.9 million to a loss of CHF 10.9 million in H1 2026; unadjusted EBITDA was CHF -20.0 million including CHF 7.6 million extraordinary charges.
- Rx (prescription) revenue grew 38.3% in H1 2026 and accelerated to 45.8% growth in Q2; DocMorris now expects ~40% Rx growth for full-year 2026 (previously ~20%).
- Digital Services (including TeleClinic, Retail Media and marketplace) revenue rose 71.4%; TeleClinic reported 48% revenue growth and 51% more treatments.
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