Q2 2026 Pricer AB Earnings Call Transcript
Key Points
- Pricer AB (STU:PRRB) reported strong commercial traction in several markets, including Canada, the US, Scandinavia, and the Pacific.
- The company achieved growth in both net sales and order intake for the first time since 2024, indicating positive momentum.
- Net sales of Pricer's SaaS solution, Plaza, grew by 35% quarter-on-quarter, with over 1,000 stores added in the first half of the year.
- Gross margin reached 28.1%, a significant increase from 19% in Q2 last year, driven by lower production costs and a favorable product mix.
- Pricer AB (STU:PRRB) maintains a strong cash flow with a net cash position, indicating financial stability and no debt.
- Despite positive developments, the geopolitical situation remains a concern, impacting market sentiment and investment decisions.
- The company has a higher than normal inventory level, which may need to be reduced in the coming quarters.
- The transition from partner-led to direct sales in some regions, while beneficial, may pose challenges in maintaining customer relationships.
- The introduction of new technology, such as Avenue, may take longer to gain traction in the conservative retail market.
- While the gross margin has improved, there is uncertainty about its sustainability in future quarters due to potential fluctuations in production costs and market conditions.
Good afternoon, and welcome to the Pricer second quarter 2026 investor presentation here at the MB Carnegie. I'm joined today by Magnus Larsson, President and CEO; and Claes Wenthzel, CFO. Welcome.
Thank you very much.
A strong report today, so there's a lot to unpack, so I'll leave it to you right away.
Excellent. Thanks a lot, Hjalmar. So thank you, everyone, for joining today's call. It's a very hot day in Stockholm today. Let's see if we manage to make the summer hit a little bit higher after this presentation of the second quarter. I'll leave it up to you. Our vision to be the preferred partner for in-store communication and digitalization. That's what we work with.
That's what we speak to our customer about, and that's actually what has been helping
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