Tokmanni: Weakening of margins will ease toward the end of the year
Tokmanni's Q4 result was close to our expectations, but the 2023 guidance and the underlying comments on the development of the different cost items were more positive than we expected. Inflation still holds consumers' purchasing power hostage, but increased price awareness in customer behavior seems to have strengthened, which we believe supports Tokmanni's development. The company's own strategic work also remained good.
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Tokmanni Group
Tokmanni Group driver butiker inom detaljhandel i Norden. Koncernen har butiker i Finland, Sverige och Danmark under varumärkena Tokmanni, Dollarstore, Big Dollar, Click Shoes och Miny. Dessutom har Tokmanni nätbutiker. Tokmannis huvudkontor och logistikcenter finns i Mäntsälä, Finland. Dollarstore har sitt huvudkontor i Kista, Stockholm med ett centrallager i Örebro. Koncernen äger ett upphandlingsbolag beläget i Shanghai tillsammans med en norsk lågprisbutikskedja Europris.
Read more on company pageKey Estimate Figures13.02.2023
2022 | 23e | 24e | |
---|---|---|---|
Omsättning | 1 168,0 | 1 215,7 | 1 289,1 |
tillväxt-% | 2,30 % | 4,08 % | 6,04 % |
EBIT (adj.) | 85,7 | 90,0 | 101,7 |
EBIT-% | 7,34 % | 7,40 % | 7,89 % |
EPS (adj.) | 1,03 | 1,07 | 1,23 |
Utdelning | 0,76 | 0,78 | 0,80 |
Direktavkastning | 6,73 % | 6,66 % | 6,83 % |
P/E (just.) | 10,99 | 10,96 | 9,56 |
EV/EBITDA | 6,66 | 6,40 | 5,33 |