Analyspodden - bolag & aktier med DNB Carnegie

Avsnitt 283: Bolagen som spänner bågen

·1 hr 15 min·5 clips

Björn Borg grew e-commerce 36% in 2023 while competitors struggled—how did they defy the market downturn?

The episode is structured as three separate interview segments with executives from different Nordic companies. First, Henrik Bunge, BD at Björn Borg, discusses the company's 2023 performance, highlighting 38% profit growth and 36% e-commerce growth despite a challenging market. He explains the success factors, including team strength and brand momentum, noting Björn Borg is now the second most chosen sportswear brand in Sweden ahead of Adidas. The conversation covers competition, the strategic move to bring shoe production in-house after a licensee's bankruptcy, and distribution channel mix. Second, Maria Edsman, CEO of Bokgruppen, outlines the company's structure as Sweden's leading book retailer with Akademibokhandeln and Bokus. She discusses advantages of having two strong brands, market dominance in Sweden, and new financial targets including raising the EBITDA margin goal from 6% to 8% and introducing a return on capital employed target of 35%. She also touches on cost control measures, consumer trends in reading, and dividend policy. Third, Per-Arne Andersson, CEO of Svedbergs Group, describes the company's decentralized model for acquisitions in the bathroom fixtures market across Europe. He explains how acquired companies like Roper Rhodes and Tebalux operate independently, compete internally for production contracts, and share best practices. The discussion covers market consolidation challenges, product innovation targets, geographic expansion plans, and the role of a small central team in Halmstad. The episode concludes with standard disclaimers from Carnegie Bank.

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