Swedencare AB (publ) (SECARE) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the presentation of SwedenCare's Q3 report about our CEO Håkan Lagerberg and CFO Jenny Graflund. We are pleased to have production director John Kane joining us with a presentation during today's webinar. And as usual, we will have a Q&A after the presentation, so please raise your hand if you have any questions. Over to you, Jenny and Håkan. Thank you so much. Håkan Lagerberg and Jenny here in Malmö, I'm pleased to present our Q3 highlights and the report. Let's kick it off. We had record net revenue and also record operative ADA. So the first time we were over 700 million SEK despite the Weak dollar and also over 500 million in operative EBITDA. So happy about that, improving the profitability as we have been working with. Highlights, of course, what we also presented in the report, two full pages about our launch in big box retailers. Happy to inform that we're now present in 1,400 Walmart stores all over the USA, 1,100 CVS pharmacies, and also a local Midwest chain called Meijer's, 140 stores there. And launch was in Q3. All of our sites are now fully propped with products. The Walmart order that we communicated in Q2 has been delivered just above half of that, and the rest will go out in Q4. And the reason for that is just... decision by Walmart to have one pack of each product instead of two. So that will go out in Q4. And we will also have an additional marketing campaign with Walmart in starting in early Q1 or end of Q4, but we will deliver it in Q4. So we'll actually have separate displays in all of those 1400 stores and adding adding 600 or 700 more Walmart stores where we're not present in the lineup. So we will be present in plus 2,000 Walmart store end of this year or early next year. So we're really thrilled about that. And worth noting about...