Cheffelo AB (publ) (STO:CHEF)
Sweden · Delayed Price · Currency is SEK | Market Cap | 1.51B +153.9% |
| Revenue (ttm) | 1.23B +11.2% |
| Net Income | 66.82M +57.6% |
| EPS | 5.17 +58.7% |
| Shares Out | 13.02M |
| PE Ratio | 22.46 |
| Forward PE | 17.32 |
| Dividend | 7.05 (6.07%) |
| Ex-Dividend Date | Apr 30, 2026 |
| Volume | 61,868 |
| Average Volume | 79,470 |
| Open | 115.80 |
| Previous Close | 116.20 |
| Day's Range | 113.80 - 119.20 |
| 52-Week Range | 44.60 - 119.20 |
| Beta | 0.58 |
| RSI | 62.23 |
| Earnings Date | May 6, 2026 |
About Cheffelo AB
Cheffelo AB (publ) engages in the supply and delivery of meal kits to various customers in Sweden, Norway, and Denmark. The company operates under the Linas Matkasse, Godtlevert, Adams Matkasse, and RetNemt brand names. The company was formerly known as LMK Group AB (publ) and changed its name to Cheffelo AB (publ) in October 2023. The company was founded in 2008 and is headquartered in Sundbyberg, Sweden. [Read more]
Financial Performance
In 2025, Cheffelo AB's revenue was 1.19 billion, an increase of 12.49% compared to the previous year's 1.06 billion. Earnings were 57.46 million, an increase of 77.20%.
Financial StatementsNews
Cheffelo AB Earnings Call Transcript: Q1 2026
Q1 2026 saw double-digit sales growth, record EBIT, and strong customer metrics, driven by brand consolidation and operational efficiency. Guidance for H1 2026 is 14%-18% net sales growth, with continued momentum across all markets and robust capital flexibility.
Cheffelo AB Earnings Call Transcript: Q4 2025
Double-digit sales growth and record EBIT were achieved in 2025, driven by strong customer acquisition, product personalization, and cost control. Brand consolidation in Norway and a pilot expansion into Finland are set to further enhance efficiency and growth.
Cheffelo AB Earnings Call Transcript: Q3 2025
Q3 2025 delivered 23% net sales growth and a tripling of year-to-date EBIT, driven by a 64% surge in customer acquisition and strong results in Norway and Sweden. Contribution margin dipped due to higher discounting and food costs, but cash flow and profitability improved significantly.
Cheffelo AB Transcript: CMD 2025
Personalization, tech-driven efficiency, and operational excellence are driving strong growth, with updated financial targets of 7%-9% CAGR and EBIT margin by 2028. Robust cash flow, sustainability progress, and a disciplined capital allocation support continued expansion and shareholder returns.
Cheffelo AB Earnings Call Transcript: Q2 2025
First-half local currency growth nearly doubled to 12% year-over-year, with EBIT up 42% and strong gains in Norway and Sweden offsetting Danish contraction. Full-year net sales growth is expected to exceed the 8% target, with double-digit Q3 growth anticipated.
Cheffelo AB Earnings Call Transcript: Q1 2025
Q1 2025 saw net sales rise 16.5% to SEK 336 million, with EBIT more than doubling and strong growth in Norway and Sweden. Active customers and order frequency increased, and the company expects to exceed its 8% net sales growth target for 2025.
Cheffelo AB Earnings Call Transcript: Q4 2024
Q4 2024 saw strong growth in net sales, order frequency, and profitability, with Sweden and Norway leading performance and Denmark stabilizing after rapid prior expansion. Price increases and operational efficiencies supported margin gains, and a higher dividend is proposed.
Cheffelo AB Earnings Call Transcript: Q3 2024
Q3 saw continued growth, with double-digit gains in Sweden and stable performance in Denmark, while Norway remained flat. Higher marketing spend impacted EBIT, but strong customer loyalty and order frequency improvements support a positive outlook for Q4 and full-year profitability.
Cheffelo AB Earnings Call Transcript: Q2 2024
Double-digit net sales growth in Q2 2024 was driven by strong performance in Denmark and improved customer metrics, with profitability and cash flow both increasing. Market consolidation and a key customer acquisition in Sweden further strengthened the outlook.