Strong Free Cash FlowRobust free cash flow in 2025 demonstrates the business converts earnings to cash efficiently, supporting reinvestment, debt servicing and dividend capacity. Durable cash generation reduces reliance on external financing and increases resilience across economic cycles over the next 2–6 months.

Improving Leverage And ReturnsModerate and falling leverage with improving ROE signals healthier capital structure and operational profitability. This structural improvement increases financial flexibility and lowers bankruptcy risk, enabling sustained investment in growth initiatives and margin preservation.

Recurring Subscription Business ModelA subscription-based model delivers predictable recurring revenue and higher customer lifetime value when retention holds. This durable demand structure supports planning, better procurement terms, and steady cash flow, underpinning structural resilience in core markets.

Bears Say

Margin And Cash-flow VolatilityHistoric swings in margins and a past negative cash year indicate sensitivity to input costs, pricing, or operational execution. Such volatility risks earnings durability and makes forecasting and capital allocation harder, potentially eroding investor confidence if repeated.

Uneven Revenue Growth TrajectoryInconsistent top-line performance suggests demand or execution variability in core markets. For a subscription retailer, uneven subscriber growth or retention can limit scale economies and margin expansion, constraining sustainable revenue momentum over the medium term.

Limited Asset And Equity GrowthStagnant asset and equity growth restricts the firm's ability to scale operations and absorb adverse shocks. Limited balance-sheet expansion can constrain investments in fulfillment or marketing, making it harder to capture market share and smooth cyclical dips in demand.

CHEF FAQ

What was Cheffelo AB’s price range in the past 12 months?

Cheffelo AB lowest stock price was kr34.25 and its highest was kr111.00 in the past 12 months.

What is Cheffelo AB’s market cap?

Cheffelo AB’s market cap is kr1.23B.

When is Cheffelo AB’s upcoming earnings report date?

Cheffelo AB’s upcoming earnings report date is May 06, 2026 which is in 60 days.

How were Cheffelo AB’s earnings last quarter?

Cheffelo AB released its earnings results on Feb 19, 2026. The company reported kr2.28 earnings per share for the quarter, beating the consensus estimate of kr2.181 by kr0.099.

Is Cheffelo AB overvalued?

According to Wall Street analysts Cheffelo AB’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Cheffelo AB pay dividends?

Cheffelo AB pays a Annually dividend of kr3.32 which represents an annual dividend yield of 4.05%. See more information on Cheffelo AB dividends here

What is Cheffelo AB’s EPS estimate?

Cheffelo AB’s EPS estimate is 1.55.

How many shares outstanding does Cheffelo AB have?

Cheffelo AB has 13,020,424 shares outstanding.

What happened to Cheffelo AB’s price movement after its last earnings report?

Cheffelo AB reported an EPS of kr2.28 in its last earnings report, beating expectations of kr2.181. Following the earnings report the stock price went up 12.815%.

Which hedge fund is a major shareholder of Cheffelo AB?

Currently, no hedge funds are holding shares in SE:CHEF

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

Cheffelo AB

Cheffelo AB (publ) engages in the supply and delivery of meal kits to the customer's front door in Sweden, Norway, and Denmark. It operates under the Linas Matkasse, Godtlevert, Adams Matkasse, and RetNemt brand names. The company was formerly known as LMK Group AB (publ) and changed its name to Cheffelo AB (publ) in October 2023. The company was founded in 2008 and is headquartered in Sundbyberg, Sweden.