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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.
Thule Group
Thule Group (THULE) investor relations material
Thule Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Oct, 2026
Executive summary
Third consecutive quarter of organic growth: Q3 sales rose 3.0% to SEK 2,603m, with 1.2% organic growth, despite RV market weakness and continued North American softness.
Q3 EBIT margin was 20.0%, including SEK 52m in tariff refunds; efficiency gains and product launches supported progress toward mid-term targets.
Financial highlights
Q3 sales growth included 1.0% from currency and 0.8% from the curli acquisition.
Q3 gross margin was 49.3%, including the SEK 52m tariff refund; excluding the refund, gross margin was 47.3% versus 47.5% a year earlier.
Q3 EBIT rose 15.1% to SEK 521m; net income increased 25.2% to SEK 393m and EPS was SEK 3.65 versus SEK 2.91.
9M sales were SEK 8,596m, flat reported and up 2.5% organically; adjusted EBIT increased 8.5% to SEK 1,723m.
Outlook and guidance
Mid-term targets are 7% annual organic growth and a 20% adjusted EBIT margin within a 2–4 year horizon; 9M organic growth was 2.5%.
No significant near-term market improvement is expected; Q4 is seasonally the smallest sales quarter, with RV conditions remaining tough.
2026 priorities include growing Champion categories, developing candidate categories, refocusing Bags on outdoor and functional accessories, and improving supply-chain efficiency.
Capital expenditure is expected to remain 2.5–3% of revenue, excluding leasing.
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Latest events from Thule Group
- Organic growth, margin gains, and new launches drive positive outlook amid cost pressures.THULE
Pre-close call - Q2 2026 saw 2.5% organic growth, margin gains, and strategic expansion in Champion categories.THULEQ2 2026
- 4% organic growth and profitability driven by champion categories and strategic expansion.THULEPre-close call
- Organic growth and higher profitability in Q1, led by Champion categories and efficiency gains.THULEQ1 2026
- Q4 sales and profit rose, with 2026 focused on new launches, efficiency, and RV market recovery.THULEPre-close call
- Record sales and margin gains in 2025, despite weak organic growth and market headwinds.THULEQ4 2025
- Champion categories drive 90% of value, with targets set for 7%+ growth and 20% EBIT margin.THULESEB Nordic Seminar presentation
- Targeting 7% organic growth and 20% EBIT margin by scaling champion categories and innovation.THULECMD 2025
- Q2 sales up 9.8% with margin gains, but adjusted EBIT margin declined on higher costs.THULEQ2 2025
Next Thule Group earnings date
Q4 202610 Feb, 2027
Thule Group
Next Thule Group earnings date
Q4 202610 Feb, 2027
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Frequently asked questions
Thule Group AB operates as a sports and outdoor company worldwide. It provides products such as sports and utility trailers, recreational vehicles, and snow chains to carry bicycles, skis, snowboards, watercraft, cargo,and other equipment on the roof of a car. The company also offers child transportation equipment; hitch-mounted carriers for bikes; trailers for cars; bags and box systems for carrying equipment; luggage systems; rooftop mounted cargo carriers; snow chains that prevent loss of traction when driving in the snow; racks for transporting watercraft; and towbars for connecting various types of trailers to vehicles. In addition, it provides repair services. Thule Group AB was founded in 1942 and is headquartered in Malmö, Sweden.