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Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Tough to just sip back and relax

Org. growth of -5%, in line with ABGSC est. Soft short-term outlook due to difficult macro TP trimmed to SEK 58 (60), reiterate BUY

11/16/22 November 16, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Q3 results slightly weaker than expected

Adj. EBITA of SEK 87m (-8% vs. ABGSC est.) Price adjustments expected to support Q4e margins We expect ‘23e cons. EBITA to come down by 2-3%

11/16/22 November 16, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Stop and smell the rosé

Macro headwinds make us cautious into the Q3 report FX headwinds bring down estimates, TP to SEK 60 (65) A defensive stock with attractive growth options: BUY

11/07/22 November 7, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - A necessity in difficult times

Solid growth and market share gains seen in Q2 We argue Viva is well positioned to gain further share ‘22e-‘24e adj. EBITA raised by 1-2%

08/26/22 August 26, 2022 1 EN
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - A strong set of Q2 numbers

Org. growth 1.4pp ahead of ABGSC estimates Adj. EBITA 9% above consensus estimates We expect consensus to lift ‘22e adj. EBITA by 3-5%

08/25/22 August 25, 2022 1 EN
Benjamin Wahlstedt ... (+3)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
  • Petter Nystrøm
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Wining about e-commerce

We expect organic sales decline of 4% in Q2’22 A softer outlook for the e-commerce market We reiterate BUY but cut our TP to SEK 65 (70)

08/11/22 August 11, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Petter Nystrøm
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - All for wine, wine for all

Continues to gain market share Cost inflation to weigh on Q2’22e margins We raise our TP to SEK 70 (68) and reiterate BUY

05/13/22 May 13, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Petter Nystrøm
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Strong Q1 results in spite of tough comps

Adj. EBITA of SEK 95m, +8% vs. consensus Sweden particularly strong, E-commerce in line Consensus ‘22e EBITA expected to come up 3-4%

05/12/22 May 12, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Petter Nystrøm
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Q1e earnings growth breaking into double digits

Q1’22e EBITA of SEK 87m (+10% y-o-y) Estimate cuts due to external headwinds TP cut to SEK 68 (75), reiterate BUY

05/01/22 May 1, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Petter Nystrøm
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Adding another club to the club

Acquires Vinklubben, a leading wine club in Sweden Adds ~2.5% to EBITDA Price tag in line with trading multiples (9.7x ’22e EBITDA)

03/17/22 March 17, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Petter Nystrøm
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Nothing to wine about

Strong results across the board We expect a soft H1’22e followed by a strong H2’22e TP raised to SEK 75 (74) on raised estimates

02/25/22 February 25, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Petter Nystrøm
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - Q4 results significantly above expectations

Sales in line with ABGSC est. Adj. EBITA of SEK 144m (+29% vs. consensus) DPS of SEK 1.50 proposed

02/24/22 February 24, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Petter Nystrøm
PREMIUM
VIVA VIVA WINE GROUP

Viva Wine Group - In vino veritas

No. 1 wine distributor in the Nordics: 18% market share Recently entered the European online market through Initiate coverage with BUY and TP of SEK 74

01/24/22 January 24, 2022 1 EN
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