Tokmanni Group Corp (CHIX:TOKMAh)
€ 13.78 (0%) Market Cap: 507.35 Mil Enterprise Value: 1.33 Bil PE Ratio: 13.21 PB Ratio: 2.10 GF Score: 68/100
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Q1 2025 Tokmanni Group Oyj Earnings Call Transcript

May 16, 2025 / 07:00 AM GMT
Release Date Price: €13.78

Key Points

Positve
  • The dollar store segment achieved a record high share of sales at 29%, indicating strong performance in that area.
  • Joint private label products, such as Barbecue King and Parko Garden, are selling well in Sweden and Denmark, showcasing successful product integration.
  • The annual synergy run rate reached €16.2 million by the end of March, with a new target of over €20 million by the end of 2025.
  • The 'One Company' management model aims to integrate Tokmanni and Dollar Store more closely, potentially leading to operational efficiencies.
  • The Tokmanni segment saw a 1% improvement in comparable gross margin, despite challenges in non-food product sales.
Negative
  • The first quarter results were disappointing, with a significant impact from the dollar store's low gross margin.
  • Consumer confidence remained weak in Finland and Sweden, affecting overall sales negatively.
  • A one-week strike in February had a double-digit negative impact on sales for that period.
  • Operating expenses increased significantly, particularly in the dollar store segment, impacting profitability.
  • Inventory levels remain high, partly due to unsold winter products and early spring preparation, which could affect cash flow.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TOKMAN.HE - Tokmanni Group Oyj
Q1 2025 Tokmanni Group Oyj Earnings Call
May 16, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Talk Money Group's first quarter 2025 result presentation.

My name is Mika Alanen and today together with me is our group CFO Mr. Tapio Arimo.

Dog Man Group's resolve for the first quarter of 2025 was a disappointment. So there's a bit of an explanation to do.

First of all, the biggest effect on the bad results from, for the first quarter came from dollar store. But I will explain it a little bit more in the coming slides.

This is a familiar slide or picture, as you can see.

The major change with this slide is that the dollar store share of sales for Talk More Group was a record high, 29%, which is of course a positive thing.

But now the key facts for
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