New Bubbleroom Sweden (BBROOM) Q3 2026 earnings summary

Executive summary

• Q3 sales rose 27.2% YoY to SEK 113.7M; adjusted EBITDA improved to SEK 0.1M from SEK -8.5M, marking four consecutive quarters of YoY improvement.

• Jan–Sep sales grew 13.3% to SEK 358.9M; adjusted EBITDA improved to SEK 8.4M from SEK -7.2M.

• The turnaround plan is in its final phase; next priorities include organic growth, new categories, customer retention, data and AI, and geographic expansion.

Financial highlights

• Q3 gross profit rose 35.6% to SEK 72.5M; gross margin expanded to 63.8% from 59.8%, supported by higher own-brand sales and lower discounting.

• Q3 EBITDA was SEK 11.4M, including SEK 11.3M in net one-off effects; adjusted EBITDA was SEK 0.1M, and adjusted EBIT improved to SEK -2.2M.

• Jan–Sep gross profit rose 16.4% to SEK 233.8M; adjusted EBIT was SEK 0.5M versus SEK -14.6M.

• Jan–Sep EBITDA was SEK 19.7M, including SEK 11.3M in one-off effects; net income was SEK 11.1M versus SEK -15.3M.

Outlook and guidance

• Austria launched after quarter-end; three further markets are planned for Q4 2026, followed by four to six European launches in H1 2027.

• Revised logistics structure is expected to improve annual results by SEK 4–7M from 2027 and provide flexible, scalable capacity.

• Growth priorities include customer acquisition and retention, expansion beyond dresses into tops, bottoms and everyday fashion, and AI-enabled scaling.

• Expansion is planned to proceed gradually, using data and cost discipline with profitability as a priority; brand and inventory investments will support growth.