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Earnings Data
Report Date
Jul 15, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.65Last Year’s EPS
0.59Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a clearly positive execution narrative: strong volume-driven organic growth, margin expansion (adjusted EBIT above the 2027 target on a Q1 basis), improving leverage (0.6x net debt/EBITDA) and a higher dividend all signal operational and financial momentum. Headwinds include currency translation, one-off compensation items that aided margins, Easter phasing that may temper Q2 comparables, and ongoing geopolitical/price uncertainty. On balance the company demonstrated durable improvements in growth, profitability and balance-sheet strength while acknowledging manageable near-term risks.Company Guidance
Strong Organic Net Sales Growth
Organic net sales grew 6.9% in Q1 2026 (reported growth 3.6% after ~3.3% negative currency translation). Even when adjusting for earlier Easter phasing (SEK 40–45m), organic growth sits at the upper end of the new long-term target range of 3%–4%.
Margin Expansion and Profitability Target Progress
Operating profit (adjusted) was 12.9% in Q1 2026. Excluding the SEK 12m compensation related to a supplier quality issue, the margin is 12.4% — above the company’s 12% target for 2027 and showing continued margin recovery versus prior years (12.1% in 2025, 10.6% in 2024).
Segment Performance — Pick & Mix and Branded Pack
Pick & mix delivered solid double-digit volume growth in Q1 and achieved a quarterly margin of 12% (above its 7%–9% target range due to favorable fixed-cost absorption). Branded packaged (Packed) grew 3.6% and reached a quarterly margin of 13.4%, recovering toward pre-pandemic levels.
Record-Leveraged Balance Sheet and Dividend
Net debt fell to SEK 820m (lowest ever) with net debt/EBITDA at 0.6x (well below the <1.5x target). AGM approved an increased ordinary dividend of SEK 1.40 per share (27% increase year-over-year) and SEK 402m was distributed in April.
Free Cash Flow and Working Capital Management
Q1 free cash flow was SEK 144m (improved versus <SEK 100m in similarly phased Q1 2024), driven by profit and working capital focus despite Easter phasing increasing receivables.
Successful Product Launches and Innovation
New launches show early traction: Lakerol MORE (multi-market, sugar-free textured variant) is gaining market share and has repeat purchase rates above category average; Malaco Foamy Monkey is being rolled out in Sweden from pick & mix success.
Operating Structure Savings and Controlled SG&A
Reorganization in 2025 delivered permanent SG&A savings of SEK 60–70m annually. SG&A was almost flat in Q1 (lowest quarterly increase in years) while supporting growth investments and geographic expansion (e.g., CandyKing NYC store).
SE:CLA.B Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SE:CLA.B Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | kr46.12 | kr49.76 | +7.89% |
Feb 04, 2026 | kr43.41 | kr44.41 | +2.28% |
Nov 05, 2025 | kr34.39 | kr33.65 | -2.15% |
Jul 17, 2025 | kr32.76 | kr32.06 | -2.14% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cloetta AB Class B (SE:CLA.B) report earnings?
Cloetta AB Class B (SE:CLA.B) is schdueled to report earning on Jul 15, 2026, Before Open (Confirmed).
What is Cloetta AB Class B (SE:CLA.B) earnings time?
Cloetta AB Class B (SE:CLA.B) earnings time is at Jul 15, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Cloetta AB Class B stock?
The P/E ratio of Cloetta AB is N/A.
What is SE:CLA.B EPS forecast?
SE:CLA.B EPS forecast for the fiscal quarter 2026 (Q2) is 0.65.