Cheffelo AB (CHEF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to Cefalo Q1 2026 conference call. If you wish to ask a question, please dial pound key 5 on your telephone keypad to enter the queue. If you wish to withdraw your question, please dial pound key 6 on your telephone keypad. If you have any written questions, you can use the form below. Now I will hand the conference over to the speakers, CEO Walker Kinman and CFO Eric Bergman. Please go ahead. All right, good morning to everyone joining us. Thanks for your interest in Sheflo and welcome again to this presentation of our second quarter result. So my name is Walker Kinman, CEO of Sheflo. I'm joined by Eric Berryman, our CFO. I will take a few minutes to give you a short intro on the company and walk you through our prepared remarks on the second quarter development before Eric takes you through the financials. We'll then take your questions and you've heard how you can set those. So let's start with a little about Sheflo. So every evening, families across the Nordics faced a similar question. What's for dinner? Scheffalo solves that daily moment for tens of thousands of households every week, and our ambition is to do it better than anyone else. We have been pioneers in the meal kit category for more than two decades. We run a proven, profitable, dividend paying business, and we operate trusted local brands in each market. Gotlavert in Norway, Linens Markkasse in Sweden, and Ratment in Denmark. But the heart of our service is a simple value proposition. We provide meals that unite families. By removing the stress of planning, shopping, and deciding what to cook, we make it easier to put nutritious, well-balanced, and great tasting food on the table. With the widest range of recipes in the meal kit category tailored to different preferences and dietary needs, we...