Cheffelo (CHEF) Q3 2025 TU earnings summary

Net sales and customer growth

• Net sales for Q3 2025 reached MSEK 266.4, up 23.3% year-on-year, with currency-adjusted growth at 26.6%.

• Net sales for January–September 2025 totaled MSEK 864.4, a 13.5% increase from the previous year, or 16.1% adjusted for currency.

• Active customers in Q3 2025 rose to 85.2 thousand, a 16.0% increase compared to last year.

• New customer acquisition surged by 64% in Q3 2025, driving overall sales growth.

Profitability and seasonal effects

• EBIT for Q3 2025 is estimated at around MSEK -5, an improvement of approximately MSEK 12 versus last year.

• The third quarter is seasonally weaker due to summer holidays and higher sales and marketing expenses, typically resulting in negative EBIT.

Upcoming events and investor relations

• Full Q3 2025 results will be announced on November 5, 2025.

• A conference call and webcast with Q&A will be held on the results release day.

• A Capital Markets Event is scheduled for October 22, 2025.