Sweden's Nelly Q4 revenue rises 16.4% y/y on wider customer base

Reuters

Feb 10

Sweden's Nelly Q4 revenue rises 16.4% y/y on wider customer base

Overview

Nordic fashion retailer's Q4 revenue rose 16.4% yr/yr to SEK 370.5 mln
Company's Q4 gross margin improved to 54.0% from 53.3%
Q4 operating profit increased to SEK 47.8 mln, with margin at 12.9%

Outlook

Nelly aims to expand its assortment strategy in 2026
Company plans to strengthen brand presence in Denmark and Germany
Nelly focuses on stable and profitable growth through operational precision

Result Drivers

CUSTOMER BASE GROWTH - Co reported an increase in active customers and new customer acquisition, with improved conversion rates and order numbers
PRICE SENSITIVITY - Co noted a more price-sensitive market, leading to higher marketing and discount efforts, impacting gross margins
OWN BRAND SALES - Share of sales from Nelly’s own brands increased, contributing to performance despite lower average order value

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q4 Revenue		SEK 370.50 mln
Q4 EPS		SEK 1.94
Q4 Net Income		SEK 58.30 mln
Q4 Gross Margin		54.00%
Q4 EBIT		SEK 47.80 mln
Q4 EBIT Margin		12.90%

Analyst Coverage

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nMFN1sRhq8

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

At the request of the copyright holder, you need to log in to view this content

LOGIN / SIGN UP

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2610193896"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2610193896\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2610193896?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-10 15:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2610193896","market":"us","top_or_hot":-1,"title":"Sweden's Nelly Q4 revenue rises 16.4% y/y on wider customer base","media":"Reuters","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Sweden's Nelly Q4 revenue rises 16.4% y/y on wider customer base</title></head><body><p><span>Overview</span></p><ul><li><p>Nordic fashion retailer's Q4 revenue rose 16.4% yr/yr to SEK 370.5 mln</p></li><li><p>Company's Q4 gross margin improved to 54.0% from 53.3%</p></li><li><p>Q4 operating profit increased to SEK 47.8 mln, with margin at 12.9%</p></li></ul><p><span>Outlook</span></p><ul><li><p>Nelly aims to expand its assortment strategy in 2026</p></li><li><p>Company plans to strengthen brand presence in Denmark and Germany</p></li><li><p>Nelly focuses on stable and profitable growth through operational precision</p></li></ul><p><span>Result Drivers</span></p><ul><li><p>CUSTOMER BASE GROWTH - Co reported an increase in active customers and new customer acquisition, with improved conversion rates and order numbers</p></li><li><p>PRICE SENSITIVITY - Co noted a more price-sensitive market, leading to higher marketing and discount efforts, impacting gross margins</p></li><li><p>OWN BRAND SALES - Share of sales from Nelly’s own brands increased, contributing to performance despite lower average order value</p></li></ul><p><span>Key Details</span></p><table><tbody><tr><td><p><span>Metric</span></p></td><td><p><span>Beat/Miss</span></p></td><td><p><span>Actual</span></p></td><td><p><span>Consensus Estimate</span></p></td></tr><tr><td><p>Q4 Revenue</p></td><td></td><td><p>SEK 370.50 mln</p></td><td></td></tr><tr><td><p>Q4 EPS</p></td><td></td><td><p>SEK 1.94</p></td><td></td></tr><tr><td><p>Q4 Net Income</p></td><td></td><td><p>SEK 58.30 mln</p></td><td></td></tr><tr><td><p>Q4 Gross Margin</p></td><td></td><td><p>54.00%</p></td><td></td></tr><tr><td><p>Q4 EBIT</p></td><td></td><td><p>SEK 47.80 mln</p></td><td></td></tr><tr><td><p>Q4 EBIT Margin</p></td><td></td><td><p>12.90%</p></td><td></td></tr></tbody></table><p><span>Analyst Coverage</span></p><ul><li><p>The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months ago</p></li></ul><p>Press Release: <span>ID:nMFN1sRhq8</span></p><p>For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sweden's Nelly Q4 revenue rises 16.4% y/y on wider customer base</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSweden's Nelly Q4 revenue rises 16.4% y/y on wider customer base\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-10 15:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Sweden's Nelly Q4 revenue rises 16.4% y/y on wider customer base</title></head><body><p><span>Overview</span></p><ul><li><p>Nordic fashion retailer's Q4 revenue rose 16.4% yr/yr to SEK 370.5 mln</p></li><li><p>Company's Q4 gross margin improved to 54.0% from 53.3%</p></li><li><p>Q4 operating profit increased to SEK 47.8 mln, with margin at 12.9%</p></li></ul><p><span>Outlook</span></p><ul><li><p>Nelly aims to expand its assortment strategy in 2026</p></li><li><p>Company plans to strengthen brand presence in Denmark and Germany</p></li><li><p>Nelly focuses on stable and profitable growth through operational precision</p></li></ul><p><span>Result Drivers</span></p><ul><li><p>CUSTOMER BASE GROWTH - Co reported an increase in active customers and new customer acquisition, with improved conversion rates and order numbers</p></li><li><p>PRICE SENSITIVITY - Co noted a more price-sensitive market, leading to higher marketing and discount efforts, impacting gross margins</p></li><li><p>OWN BRAND SALES - Share of sales from Nelly’s own brands increased, contributing to performance despite lower average order value</p></li></ul><p><span>Key Details</span></p><table><tbody><tr><td><p><span>Metric</span></p></td><td><p><span>Beat/Miss</span></p></td><td><p><span>Actual</span></p></td><td><p><span>Consensus Estimate</span></p></td></tr><tr><td><p>Q4 Revenue</p></td><td></td><td><p>SEK 370.50 mln</p></td><td></td></tr><tr><td><p>Q4 EPS</p></td><td></td><td><p>SEK 1.94</p></td><td></td></tr><tr><td><p>Q4 Net Income</p></td><td></td><td><p>SEK 58.30 mln</p></td><td></td></tr><tr><td><p>Q4 Gross Margin</p></td><td></td><td><p>54.00%</p></td><td></td></tr><tr><td><p>Q4 EBIT</p></td><td></td><td><p>SEK 47.80 mln</p></td><td></td></tr><tr><td><p>Q4 EBIT Margin</p></td><td></td><td><p>12.90%</p></td><td></td></tr></tbody></table><p><span>Analyst Coverage</span></p><ul><li><p>The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months ago</p></li></ul><p>Press Release: <span>ID:nMFN1sRhq8</span></p><p>For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260210:nL1N3Z6063:1","article_id":"2610193896","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610193896","pubTimestamp":1770707350,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"Sweden's Nelly Q4 revenue rises 16.4% y/y on wider customer baseOverviewNordic fashion retailer's Q4 revenue rose 16.4% yr/yr to SEK 370.5 mlnCompany's Q4 gross margin improved to 54.0% from 53.3%Q4 o","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","CMI":"康明斯","BK4567":"ESG概念","BK4588":"碎股","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","BK4149":"建筑机械与重型卡车","BK4585":"ETF&股票定投概念"},"translate_title":"由于客户群扩大，瑞典Nelly第四季度收入同比增长16.4%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CMI":0.9},"content_text":"Sweden's Nelly Q4 revenue rises 16.4% y/y on wider customer baseOverviewNordic fashion retailer's Q4 revenue rose 16.4% yr/yr to SEK 370.5 mlnCompany's Q4 gross margin improved to 54.0% from 53.3%Q4 operating profit increased to SEK 47.8 mln, with margin at 12.9%OutlookNelly aims to expand its assortment strategy in 2026Company plans to strengthen brand presence in Denmark and GermanyNelly focuses on stable and profitable growth through operational precisionResult DriversCUSTOMER BASE GROWTH - Co reported an increase in active customers and new customer acquisition, with improved conversion rates and order numbersPRICE SENSITIVITY - Co noted a more price-sensitive market, leading to higher marketing and discount efforts, impacting gross marginsOWN BRAND SALES - Share of sales from Nelly’s own brands increased, contributing to performance despite lower average order valueKey DetailsMetricBeat/MissActualConsensus EstimateQ4 RevenueSEK 370.50 mlnQ4 EPSSEK 1.94Q4 Net IncomeSEK 58.30 mlnQ4 Gross Margin54.00%Q4 EBITSEK 47.80 mlnQ4 EBIT Margin12.90%Analyst CoverageThe stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months agoPress Release: ID:nMFN1sRhq8For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}