Puuilo

Vi ser företagets långsiktiga förutsättningar för tillväxt och värdeskapande som fortsatt starka, dessutom har aktiens värdering blivit mer måttlig.

Den snabba försäljningstillväxten berodde på en rekordhög expansionstakt av butiksnätverket samt en liten jämförbar tillväxt.

Företaget omsättning kommer sannolikt att fortsätta stiga snabbt i förhållande till marknadssituationen, med stöd av nya butiksöppningar.

11:45

Puuilo reported its Q2 result last week and updated its targets. The company also revealed plans to expand to Sweden.

Puuilo's Q2 result was excellent once again, and the company announced ambitious new targets extending to 2030. Although we see conditions for long-term growth and value creation only getting stronger, we remain on the sidelines due to high valuation.

Puuilo's Q2'25 outcome was strong in terms of both revenue and results, aligning with consensus expectations but slightly missing our own, which had already reached the upper limit of the guidance. The most interesting news announced in this morning's earnings update came from the strategy front, as the company significantly raised its ambitions in Finland and will also begin piloting the concept in Sweden in the coming years.