Cheffelo AB (CHEF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

All right, good morning to everyone joining us. Thank you, first of all, for your interest in Sheflo and welcome to this presentation of our fourth quarter and full year results for 2025. My name is Walker Kinman. I'm the CEO of Sheflo, here today together with Eric Berryman, our CFO. I'm going to take a few minutes to give you a short intro on the company and then take you through some prepared remarks on the Q4 developments before Eric gives you a run through on the financials. And then we're going to take your questions, which you can fill out in the form located to the right of the broadcast. All right, so let's start a little bit about Sheffalo. We are solving dinner for tens of thousands of households across Scandinavia every week with our meal kits, and our ambition is to do this better than anyone else in the market. We've been a pioneer in the meal kit business for nearly two decades. We're profitable. We own and operate our local brands, which are Goetheberg in Norway, Linus Malkasse in Sweden, and Ragnamt 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 a wide variety of preferences and dietary needs. By removing the stress of meal planning, shopping, and cooking, we help more people eat better than bring families together around the dinner table. Our meal kit business operates on a demand driven subscription model. Because of this, we can keep inventories low and reduce food waste in our operations. One of our competitive advantages is our ability to offer significant personalization with the widest range of recipes in our markets available in portion size...