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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Cheffelo
Cheffelo (CHEF) investor relations material
Cheffelo Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 net sales rose 8.1% to MSEK 288.1, or 3.6% excluding currency effects; growth slowed amid lower customer acquisition and weaker conversion.
First positive Q3 EBIT in more than two decades: MSEK 0.4 versus a MSEK 5.3 loss a year earlier.
Financial targets remain unchanged; brand refresh, rebuilt checkout and Finland pilot laid groundwork for future growth.
Financial highlights
Q3 net sales were MSEK 288.1, up 8.1% reported and 3.6% excluding currency effects; Jan–Sep sales rose 15.0% to MSEK 993.9.
Q3 EBIT was MSEK 0.4, with a 0.1% margin, versus a MSEK 5.3 loss and -2.0% margin; Q3 net loss was MSEK 3.8.
Jan–Sep EBIT rose 119.1% to MSEK 80.4; net profit was MSEK 57.0.
Q3 contribution margin rose to 29.4% from 27.1%; contribution margin value increased 17% to nearly MSEK 85.
Jan–Sep basic and diluted EPS was SEK 4.38 versus SEK 2.18; Q3 EPS was SEK -0.29 versus SEK -0.40.
Outlook and guidance
Long-term targets remain 7–9% average annual net sales growth and a 7–9% EBIT margin; net sales are expected to exceed MSEK 1.5bn in 2028.
FY2026 contribution margin is expected above 31%; sales and marketing spend is expected below 11% of net sales.
FY EBIT margin is expected within the 7–9% target range, including a Q4 one-time MSEK 3–4 business-development advisory fee; margin expansion is expected through 2027.
Q4 marketing spend will rise in absolute terms; logistics costs are expected to increase by 0.5 percentage points due to regulatory changes, fuel prices and contract renegotiations.
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Latest events from Cheffelo
- Q4 returned to growth; record contribution margin and Denmark’s surge supported recovery.CHEF
Q4 2023 - Q3 sales grew, but lower customer acquisition drove a 9.1% decline in active customers.CHEFTrading update
- H1 net sales up 18%, EBIT up 90.8%, with strong Q2 and brand refresh driving growth.CHEFQ2 2026
- Net sales rose 18% in H1 2026 and active customers grew 9.6% in Q2.CHEFTrading update
- Q2 2024 net sales grew 11.4% year-on-year, with stable customer numbers and higher H1 sales.CHEFTrading update
- Q3 2024 net sales rose 2.4% to MSEK 216.0, with stable active customer numbers.CHEFTrading update
- Q4 2024 net sales grew 9.7% year-over-year, with modest customer growth and results due 19 Feb.CHEFTrading update
- Record Q1 EBIT and 11.4% sales growth, led by Norway and brand consolidation.CHEFQ1 2026
- Aims for 7%-9% sales CAGR and EBIT margin by 2028, fueled by tech, retention, and scale.CHEFCMD 2025
Next Cheffelo earnings date
Q4 202619 Feb, 2027
Cheffelo
Next Cheffelo earnings date
Q4 202619 Feb, 2027
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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.