Investing in Clas Ohlson
Clas Ohlson is a leading retailer in the Nordic market, with a large network of stores and a rapidly growing online presence. We have a simple and clear path to sustainable and profitable growth: with an efficient and responsible business model, we aim to gradually develop the company's competitive advantages in terms of assortment, brand and customer meeting.
Why invest?
Well-positioned in large and growing product niches.
- Focus on five major product niches with underlying growth and attractive margins.
- Major addressable market offers potential for qualitative growth in existing markets.
- Customers know who we are and understand our offering – high brand recognition.
Demand-driven product range and high customer satisfaction.
- All-weather portfolio with smart products that meet a need, irrespective of external conditions.
- Extensive value-for-money product range with high annual renewal rate. Right quality at right price.
- Balance between own and well-known brands drives traffic, gross margin and rate of capital turnover.
- Customer-centric organisation that scores highly in every channel.
Annual renewal rate in product range
30 %
NPS (scale −100 to 100)
56
Central store locations, full-scale online business and effective marketing.
- Stores in central locations provide accessibility and build brand.
- A growing and profitable online business, linked to the store network for the best customer experience and efficient logistics.
- Accurate marketing, primarily via digital channels.
- Around 6.2 million Club Clas members provide a wealth of customer data and insights for further development.
Online (share of total sales)
21 %
Strong financial position and focus on increasing earnings per share over time.
- Cost focus and operational efficiency create value for all stakeholders.
- Proven ability to generate strong free cash flow and disciplined capital allocation with high return on capital employed.
- Increasing earnings per share (EPS) enables attractive dividends and investments in future growth. The company's policy is to distribute at least 50 per cent of earnings per share.