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ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
BOOZT BOOZT AB
LYKO A LYKO GROUP
BHG BHG GROUP
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
11/11/24 November 11, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
10/24/24 October 24, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
10/24/24 October 24, 2024 1 EN
ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
BOOZT BOOZT AB
LYKO A LYKO GROUP
BHG BHG GROUP
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
10/21/24 October 21, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
10/11/24 October 11, 2024 1 EN
ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
BOOZT BOOZT AB
LYKO A LYKO GROUP
BHG BHG GROUP
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
10/08/24 October 8, 2024 1 EN
ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
BOOZT BOOZT AB
LYKO A LYKO GROUP
BHG BHG GROUP
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
09/19/24 September 19, 2024 1 EN
ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
BOOZT BOOZT AB
LYKO A LYKO GROUP
BHG BHG GROUP
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
09/09/24 September 9, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BHG BHG GROUP

Getting leaner and leaner

Soft top-line momentum continues. We extrapolate Q2 for 22% lower '24e adj. EBITA. We reiterate BUY and leave our SEK 22 TP unchanged.

07/26/24 July 26, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
07/18/24 July 18, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BHG BHG GROUP

More consolidation to lift margins

Q2 report due 18 July. We forecast SEK 2,855m net sales, SEK 122m adj. EBITA. We reiterate our BUY rating and SEK 22 TP.

06/20/24 June 20, 2024 1 EN
ABGSC Small Cap Research ... (+2)
  • ABGSC Small Cap Research
  • Karl Bokvist
BAYN BAYN EUROPE AB
AF B AF POYRY AB CLASS B
INDT INDUTRADE AB
RATO B RATOS AB CLASS B
VIT B VITEC SOFTWARE GROUP AB
HPOL B HEXPOL AB CLASS B
ADDV A ADDVISE GROUP
MCAP MEDCAP
A2DRL9 SDIPTECH AB B
BHG BHG GROUP
ADDT B ADDTECH AB CLASS B
LAGR B LAGERCRANTZ GROUP AB SERIES B
SWEC B SWECO AB CLASS B
SF STILLFRONT GROUP AB
SINCH SINCH AB
VIMIAN VIMIAN GROUP AB
BEIJ B BEIJER REF AB
LIFCO B LIFCO AB
NIBE B NIBE INDUSTRIER AB
INSTAL INSTALCO AB
HTRO HEXATRONIC GROUP AB
ANOD B ADDNODE GROUP AKTIEBOLAG (PUBL)
VESTUM VESTUM AB
EMBRAC B EMBRACER GROUP AB
GREEN GREEN LANDSCAPING GROUP AB (PUBL)
06/20/24 June 20, 2024 1 EN
ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BOOZT BOOZT AB
LYKO A LYKO GROUP ... (+5)

E-commerce traffic – May 2024

We have evaluated Similarweb data for May. Aggregated traffic to e-commerce sites up 1% y-o-y. We see signs that RVRC's 20/20 strategy is bearing fruit.

BOOZT BOOZT AB
LYKO A LYKO GROUP
BHG BHG GROUP
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
06/10/24 June 10, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
05/14/24 May 14, 2024 1 EN
ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BOOZT BOOZT AB
LYKO A LYKO GROUP ... (+5)

E-commerce traffic - April 2024

We have evaluated Similarweb data for April. Aggregated traffic to e-com sites up 4% y-o-y. Rugvista traffic growth continues, don't fear RVRC's -19% y-o-y.

BOOZT BOOZT AB
LYKO A LYKO GROUP
BHG BHG GROUP
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
05/10/24 May 10, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BHG BHG GROUP

Racing a tough market (and winning?)

Continued market softness, Q1 org. growth -14% y-o-y. Significant 260bp EBITA margin improvement y-o-y. We reiterate BUY, covenant relief until '26 gives leverage headroom.

04/26/24 April 26, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
04/25/24 April 25, 2024 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BHG BHG GROUP

BHG Group - Q3 report undramatic after trading update

Things will get worse before they get better Minor estimate changes on limited incremental info Trading at 10x-6x ‘23e-‘24e EV/EBITA, BUY, TP 20

10/27/22 October 27, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BHG BHG GROUP

BHG Group - Limited incremental information

Trading update 11/10 means much was pre-reported Key takeaways: soft margin a result of a variety of factors We see no reason for a share reaction

10/27/22 October 27, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BHG BHG GROUP

BHG Group - Market leaders cannot hide from headwinds

Q3 figures pre-reported as of 11 Oct Q3 sales were SEK 3,107m, adj. EBITA SEK 48m Confirms soft view, cash flow worse than feared

10/12/22 October 12, 2022 1 EN
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