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Tokmanni Group Oyj
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Tokmanni Group Oyj Community
HLSE:TOKMAN Community
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Tokmanni Group Oyj
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Tokmanni Group Oyj
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Swedish And Danish Store Openings Will Unlock Secular Retail Opportunities
Key Takeaways Aggressive store expansion, private label rollouts, and digital loyalty initiatives are set to accelerate growth and deepen market share in non-grocery categories. Operational integration, direct sourcing, and automation investments will drive efficiency, cost savings, and margin improvements across the group.
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€10.2
FV
3.3% undervalued
intrinsic discount
6.07%
Revenue growth p.a.
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7 days ago
author updated this narrative
Tokmanni Group Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Supply Chain Integration And Nordic Expansion Will Deliver Efficiency
Key Takeaways Supply chain upgrades, warehouse integration, and a unified One Company model are expected to drive significant operational efficiencies and margin improvement. Expansion of private label products and store growth in the Nordics, alongside digital and partnership initiatives, supports higher sales and sustained earnings growth.
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€9.63
FV
2.4% overvalued
intrinsic discount
5.37%
Revenue growth p.a.
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14 days ago
author updated this narrative
Tokmanni Group Oyj
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Weak In-Store Demand Will Erode Margins Despite Digital Shift
Key Takeaways Growing e-commerce adoption and unfavorable demographic trends are limiting store revenue growth and long-term expansion opportunities for Tokmanni. Rising regulatory, wage, and operational expenses threaten profitability, while continued store expansion risks market saturation and diminishing returns.
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€8.2
FV
20.3% overvalued
intrinsic discount
3.95%
Revenue growth p.a.
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about 1 month ago
author updated this narrative