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Consumer Retailing Swedish Community
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Consumer Retailing Swedish Investing Ideas
Apotea
UN
Unike
Community Contributor
Apotea is poised for growth with its online pharmacy dominance and upcoming market expansions
Catalysts Most Immediate Catalysts (1–2 Years) Online Pharmacy Market Growth: The Swedish pharmacy market is shifting online, benefiting Apotea as the dominant e-commerce player. Consumers increasingly prefer digital purchases over physical store visits.
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SEK 94.41
FV
6.9% overvalued
intrinsic discount
7.00%
Revenue growth p.a.
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7
users have followed this narrative
4 months ago
author updated this narrative
Axfood
UN
Unike
Community Contributor
Axfood's Private Labels and E-commerce Will Drive 5% Revenue Growth
Catalysts Most Immediate Catalyst (1–2 Years): Private Label Growth – Axfood is expanding its own-brand products, which offer higher margins and differentiate it from competitors. E-commerce Expansion – Increased focus on online grocery sales and home delivery to capture shifting consumer habits.
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SEK 280.41
FV
2.3% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
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0
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0
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9
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4 months ago
author updated this narrative
Axfood
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Logistics Automation And Eco Initiatives Will Secure Swedish Retail Strength
Key Takeaways Ongoing automation, logistics investments, and store expansion are set to boost efficiency, margin improvement, and long-term earnings growth for Axfood. Strategic focus on omnichannel growth, sustainable offerings, and hypermarket entry strengthens market positioning, brand loyalty, and future revenue potential.
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SEK 276.25
FV
3.8% overvalued
intrinsic discount
4.27%
Revenue growth p.a.
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0
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23
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4 days ago
author updated this narrative
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