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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
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 Small Cap Research ... (+4)
  • ABGSC Small Cap Research
  • Karl Bokvist
  • Nikola Kalanoski
  • Simon Jönsson
COOR COOR SERVICE MANAGEMENT HOLDING AB
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
2020 2020 BULKERS LTD
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
HEM HEMNET GROUP AB (PUBL)
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
ACAST-SE ACAST
SECT.B-SE SECTRA
GREEN GREEN LANDSCAPING GROUP AB (PUBL)
09/04/24 September 4, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
RUG RUGVISTA GROUP AB
08/15/24 August 15, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
RUG RUGVISTA GROUP AB
08/15/24 August 15, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
RUG RUGVISTA GROUP ...

Conversion rate gains vs AOV declines

Q2 report due 15 August. We forecast net sales of SEK 133m, EBIT of SEK 10m. We reiterate BUY and lower TP to SEK 70 (80).

RUG RUGVISTA GROUP AB
07/12/24 July 12, 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 Small Cap Research ... (+2)
  • ABGSC Small Cap Research
  • Karl Bokvist
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
TDVOX TOBII DYNAVOX AB
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
2020-NO 2020 BULKERS LTD.
ACAST-SE ACAST
GREEN-SE GREEN LANDSCAPING GROUP
SECT.B-SE SECTRA
COOR-SE COOR SERVICE MANAGEMENT
HEM-SE HEMNET GROUP
05/31/24 May 31, 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
RUG RUGVISTA GROUP ...

Look through the AOV decline

Lower AOV led to Q1 miss. Marketing metrics on strong trend. At 10x EBIT, BUY the mid-term story.

RUG RUGVISTA GROUP AB
05/08/24 May 8, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
RUG RUGVISTA GROUP AB
05/08/24 May 8, 2024 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
RUG RUGVISTA GROUP ...

RugVista Group - Proving its ability to adapt

Margin expansion earlier than expected Showcases flexibility going into tough ‘23e Share trading at 6-5x ‘23e-‘24e EV/EBIT: BUY

RUG RUGVISTA GROUP AB
11/11/22 November 11, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
RUG RUGVISTA GROUP ...

RugVista Group - Profitability efforts have been successful

Sales 2% vs ABGSCe, 1% vs cons. EBIT SEK 17m vs ABGSCe SEK 9m, cons. SEK 7m ‘23e ests up mid-single digits today, share stronger

RUG RUGVISTA GROUP AB
11/10/22 November 10, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
RUG RUGVISTA GROUP ...

RugVista Group - Macro vs management

Q3 report due 10 November We lower ’23e-‘24e sales by 6-5%, EBIT by 17-15% Currently trading at 10-4x EV/EBITA ’22e-‘24e

RUG RUGVISTA GROUP AB
10/10/22 October 10, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BOOZT BOOZT AB
LYKO A LYKO GROUP ... (+5)

Sector Fast Comment - Key takes day 1 of ABGSC Consumer Seminar

ABGSC hosted Consumer Seminar in Stockholm Day 1: Five e-commerce companies, one market actor Common themes: brand, conversion and data

BOOZT BOOZT AB
LYKO A LYKO GROUP
DSNO DESENIO HOLDING AB
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
09/15/22 September 15, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
BOOZT BOOZT AB
LYKO A LYKO GROUP
BHG BHG GROUP
DSNO DESENIO HOLDING AB
RVRC RVRC HOLDING AB
RUG RUGVISTA GROUP AB
09/07/22 September 7, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
RUG RUGVISTA GROUP ...

RugVista Group - Ready to fight the headwinds

Q2 report was soft overall Operational improvements expected from Q3’22e We lower our TP to SEK 70 (100)

RUG RUGVISTA GROUP AB
08/18/22 August 18, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
RUG RUGVISTA GROUP ...

RugVista Group - Soft Q2, operational improvements to follow

Sales -7% vs ABGSCe, -3% vs cons. EBIT -95% vs ABGSCe, -95% vs cons. Ests down mid-to high teens today, share to follow

RUG RUGVISTA GROUP AB
08/18/22 August 18, 2022 1 EN
Benjamin Wahlstedt ... (+3)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
  • Johan Brown
PREMIUM
RUG RUGVISTA GROUP ...

RugVista Group - Waiting for the magic carpet

Q2 report due on 18 Aug We lower sales by 6-9% and EBIT by 20-14% for ’22e-’24e TP down to SEK 100 (140)

RUG RUGVISTA GROUP AB
06/22/22 June 22, 2022 1 EN
Benjamin Wahlstedt ... (+3)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
  • Johan Brown
PREMIUM
RUG RUGVISTA GROUP ...

RugVista Group - Marketing bonanza

Q1 report was in line on sales but showed soft margins Marketing spend was the main explanation We lower our TP to SEK 140 (175)

RUG RUGVISTA GROUP AB
05/16/22 May 16, 2022 1 EN
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