Cheffelo AB (CHEF) Q1 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.616 Good morning from a sunny Stockholm. Thank you for your interest in Sheffalo and welcome 00:00:04.616 -- 00:00:08.039 to this presentation of our first quarter result. 00:00:08.039 -- 00:00:13.125 My name is Walker Kinman. I'm the CEO of Sheffalo here today together with Erik Bergman, 00:00:13.125 -- 00:00:17.069 our CFO. I will take a few minutes to give you a short intro on the company and then 00:00:17.069 -- 00:00:21.233 take you through our prepared remarks on the Q1 development before Erik gives you a run 00:00:21.233 -- 00:00:25.017 through on the financials. We'll then take your questions, which you can fill in on the 00:00:25.017 -- 00:00:28.364 form located to the right of the broadcast. 00:00:28.364 -- 00:00:31.587 All right, so let's start with a little about Shuffalo. 00:00:31.587 -- 00:00:35.931 Every evening, families across the Nordics face the same question, and that's what's 00:00:35.931 -- 00:00:40.955 for dinner. Sheffalo solves that daily moment for tens of thousands of households every 00:00:40.955 -- 00:00:44.479 week, and our ambition is to do it better than anyone else. 00:00:44.479 -- 00:00:48.042 We've been pioneers in the meal kit category for more than two decades. 00:00:48.042 -- 00:00:53.467 We run a proven, profitable, dividend-paying business, and we operate trusted local brands 00:00:53.467 -- 00:00:58.751 in each market. Those are Gotthebert in Norway, Lines Motkasse in Sweden, and Ratnent 00:00:58.751 -- 00:01:04.597 in Denmark. At the heart of our service is a simple promise, meals that unite families. 00:01:04.597 -- 00:01:09.424 By removing the stress of planning, shopping, and deciding what to cook, we make it easier 00:01:09.424 -- 00:01:14.311 to put nutritious, well-balanced, and great-tas...