Cheffelo AB (CHEF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, and welcome to today's webcast, where Scheffalo will be presenting Q3 report for 2025. Joining us are CEO, Walker Kinna, and CFO, Erik Bergman. If you have any questions, please use the form located to the right, and we'll take it up after the presentation. And with that, please go ahead. Thank you, and good morning to everyone joining us. Thanks for your interest in Scheffalo, and welcome to this presentation of our third quarter result for 2025. My name is Walker Kinman. I'm the CEO and I'm here today with Eric Berryman, our CFO. I will take a few minutes to give you a short intro on the company and then take you through some prepared remarks on the Q3 development before Eric gives you a run through on the financials. We will then take your questions. You can fill these out in the form located to the right of the broadcast. So let's start with a little about Chef Hello. So we're solving dinner for tens of thousands of households around Scandinavia every week with our meal kits. And our ambition is to do this better than anyone else in the market. We have been pioneers in the meal kit business for nearly two decades. We're profitable. We own and operate our local brands. These are Gottverd & Adams Maltkasse in Norway, Linens Maltkasse in Sweden, and Ratnemt in Denmark. Our service is centered around a clear value proposition to unite families around the dinner table. We achieve this by simplifying dinner with a wide variety of inspiring, tasty and well-balanced meals that are easy to prepare and satisfy even the pickiest of palates. By removing the stress of meal planning, shopping and cooking, we help more people eat better and bring families together around the dinner table. Our meal kit business operates on a demand-driven subscription model. Becaus...