)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Cheffelo (CHEF) investor relations material
Cheffelo Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary20 Aug, 2025
Executive summary
Net sales grew 9.6% in H1 (12% in local currency), with Q2 up 1.9% (5.1% ex-currency); growth driven by customer acquisition, higher AOV, and retention, especially in Norway and Sweden.
EBIT increased by 42% to SEK 41.9 million in H1, with margin rising to 7% and Q2 margin at 8.2%.
Net profit for Q2 was SEK 17.0 million (up from 13.9), and for H1 was SEK 33.2 million (up from 20.1).
Add-on and grocery revenue grew by 50% in H1, with basket penetration rising and Q2 A&G sales up nearly 44%.
Norway led with almost 19% local currency growth in H1, Sweden grew 9%, and Denmark contracted by just over 2%.
Financial highlights
H1 net sales up 9.6% (12% ex-currency); Q2 net sales up 1.9% (5.1% ex-currency).
H1 EBIT up 42% to SEK 41.9 million; Q2 EBIT up 9.9% to SEK 21.4 million.
Contribution margin in Q2 was 30.3%, H1 at 31.6%.
Cash flow from operating activities before working capital changes was SEK 56.8 million in H1; free cash flow for H1 was SEK 26.8 million.
Equity/assets ratio at 60.3%; net debt position is negative (net cash).
Outlook and guidance
Full-year net sales growth expected to exceed 8% target, with double-digit growth anticipated in Q3 despite currency headwinds.
EBIT expected to be negative in Q3 due to seasonality and higher marketing spend, but underlying growth remains strong.
Norway projected to maintain high growth; Sweden to continue solid growth; Denmark focus on returning to profitable growth.
Contribution margin expected to exceed 31% annually, though Q3 will be seasonally lower.
Q4 expected to return to higher profitability following seasonal patterns.
How did pricing adjustments affect AOV?
Explain Denmark's sales decline.
Elaborate on Q3's expected EBIT profitability.
Assess Denmark's plan for profitable growth.
Explain the impact of pricing logic changes.
How does Cheffelo view HelloFresh's product offering?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Cheffelo earnings date
CMD 202522 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
Cheffelo develops and markets meal kits for the home delivery to consumers in Sweden, Norway, and Denmark. The company offers dinner kits that contain ingredients required to cook dinner at home. Cheffelo is the leading meal kit group in the Nordic region. The concept is to make it easy for consumers to cook delicious meals at home for a given price point per serving. The consumer does not need to go shopping, just go online and order the desired number of meals, which are delivered on a weekly basis.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage