Pierce Group AB (OSTO:PIERCE)

Q4 2025 Pierce Group AB (publ) Earnings Call Transcript

Feb 20, 2026 / 09:00 AM GMT

Release Date Price: kr10 (+0.40%)

Transcript

Key Points

Positve

Pierce Group AB (OSTO:PIERCE) reported a significant improvement in adjusted EBIT from 1 million SEK last year to 30 million SEK this quarter, indicating progress in their operating model.
Revenue grew by 3% year-on-year, or 7% in local currency, despite challenging economic conditions in major European markets.
Gross margin improved slightly to 43.5%, driven by lower freight costs and obsolescence effects.
The company has a strong digital presence with 1.8 million followers on social media and serves over 1 million customers.
Pierce Group AB (OSTO:PIERCE) maintains a solid cash position with 235 million SEK, providing financial stability and opportunities for strategic investments.

Negative

The share of private brands has declined from 39% to 36% over the last 12 months, mainly due to strong growth in external brands.
The company incurred 7 million SEK in transformation expenses related to their resource transition, impacting overhead costs.
Market conditions remain price-sensitive, requiring Pierce Group AB (OSTO:PIERCE) to balance competitiveness with profitability.
The company faces challenges in expanding market share in mature European markets, where local players are strong.
Weather conditions can significantly impact sales performance, particularly in Q4 and Q1, affecting motorcycle and snowmobile sales.

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

PIERCE.ST - Pierce Group AB (publ)
Q4 2025 Pierce Group AB (publ) Earnings Call
Feb 20, 2026 / 09:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Welcome to Peerce Group Q4 Report 2025 presentation. During the Q&A session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to the speakers, CEO Joam Dahlin and CFO Fredrik Chelgren. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good morning everyone and welcome to Peers Group's presentation of our Q4 result for 2025. I am Yanda Lin, CEOO of Peers Group, and with me is Frerik Shelbier, our CFO.

Thank you for joining us today.

Today we begin with a brief recap of who

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.