Dometic Group AB (publ) (DOM) Q1 2026 Earnings Call

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WEBVTT 00:00:01.680 -- 00:00:06.121 Welcome to Dometic Q1 Report 2026. 00:00:06.122 -- 00:00:11.965 Today I am pleased to present CEO Juan Vargas, CFO Stefan Friestet, 00:00:11.965 -- 00:00:15.587 and Head of Investor Relations, Tobias Norby. 00:00:15.587 -- 00:00:21.029 For the first part of the call, all participants will be in listen-only mode. 00:00:21.029 -- 00:00:26.091 During the questions and answers session, participants are able to ask questions by 00:00:26.091 -- 00:00:30.323 pressing pound key 5 on their telephone keypad. 00:00:30.323 -- 00:00:34.026 Now I will hand the conference over to the speakers. 00:00:34.026 -- 00:00:34.967 Please go ahead. 00:00:34.967 -- 00:00:36.967 Hello, 00:00:37.809 -- 00:00:40.551 good morning everybody to this 00:00:40.551 -- 00:00:43.913 Q1 report. 00:00:44.875 -- 00:00:50.720 Welcome to sunny Stockholm, by the way. Wonderful that springtime is back 00:00:50.720 -- 00:00:56.143 and we have the light back. So moving over to the highlights. 00:00:56.628 -- 00:01:02.890 We see an increased uncertainty following both the tariff situation 00:01:02.890 -- 00:01:07.451 and the geopolitical tensions in the Middle East. 00:01:08.092 -- 00:01:13.134 We see already now oil prices being very, very high. 00:01:13.134 -- 00:01:18.436 We see as well inflationary movements in terms of freight costs, 00:01:18.436 -- 00:01:24.003 in terms of raw material costs that will down the 00:01:24.003 -- 00:01:28.865 road have some kind of impact on consumer confidence. 00:01:28.865 -- 00:01:34.727 We continue to see retailers, dealers being very, very careful in building up inventories 00:01:34.727 -- 00:01:37.768 and ordering what they need. 00:01:37.989 -- 00:01:42.510 At the same time, we see also differences across regions, and most probably the...