Päivän yhtäkkinen lasku vaikuttaa johtuvan isosta blokkikaupasta. SaaS nähdä tuleeko lisää näitä kun tuon tiedotteen mukaan lock upit päättyy perjantaina.
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Hiljaista on ollut Rustan ketjussa! Kurssi kyntänyt tovin tuossa 70 kruunun pinnassa, ja taas huomenna on luvassa vauhtia ja vaarallisia tilanteita, kun 24/25 Q2 tulos julkaistaan (huomaa erilainen vuosikello).
TradingViewin mukaan EPS odotuksissa 0,24SEK.
Tulos julkaistaan Suomen aikaan kello 8.00, ja webcastia pääsee väijymään kello 10.00.
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Rusta increased sales during the second quarter 2024/25, August to October, despite negative currency effects and price reductions for customers. Net sales increased by 3.1 percent (14.4) compared to the same quarter last year and amounted to MSEK 2,723 (2,642). The EBITA margin was 4.9 percent (5.3). However, excluding currency effects, profitability was improved due to a strengthened gross margin and a reduced share of operating expenses. Rusta also revises its forecast for store openings upward, from 40–60 to 50–80 new stores over the next three years.
Summary of the second quarter 2024/25:
- Net sales amounted to MSEK 2,723 (2,642), an increase of 3.1% (14.4%)
- Net sales excl. currency effects increased during the quarter by 5.1% (13.2%)
- LFL sales excl. currency effects increased by 0.8% (9.3%)
- Gross profit increased by 3.6% and amounted to MSEK 1,195 (1,153) and the gross margin was 43.9% (43.6%)
- EBITA amounted to MSEK 135 (141) and the EBITA margin was 4.9% (5.3%)
- Net profit for the quarter amounted to MSEK 58 (69)
- Cash flow from operating activities amounted to MSEK -2 (-3)
- There were five (three) new stores opened during the quarter
Liikevaihto osui tuttuun tapaan todella hyvin ennusteisiin. Kaikenkaikkiaankin ihan mukiin menevä raportti. Äkkiseltään ei mitään horroria iske silmille, pitää iltapäivällä töistä kotiin ajellessa kuunnella tuo webcasti.
Ja jäipä huomaamatta, että liikeavausten “ohjeistusta” nostettiin:
Rusta also revises its forecast for store openings upward, from 40–60 to 50–80 new stores over the next three years.
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Arttu on kirjoitellut kommenttia Rustan raportista osin Tokmannin vinkkelistä.
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@Arhi_Kivilahti on tehnyt tviitit ja kirjoituksen Rustasta + Puuilosta. 
https://x.com/ArhiKivilahti/status/1866750708143346003
Linkki kirjoitukseen:
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Rusta increased sales during the third quarter of 2024/25, November to January. Net sales increased by 7.3 percent (7.0) compared to the same quarter last year and amounted to MSEK 3,483 (3,247). Rusta’s wide Christmas offer and strong price position resulted in increased customer visitation and sales. Sweden, Rusta’s largest market, continued to perform well during the quarter and is our fastest growing market. Our pipeline of new stores increased to 44, while Club Rusta expanded to over 6.2 million members, an increase of 12.8%.
Summary of the third quarter 2024/2025:
- Net sales amounted to MSEK 3,483 (3,247), an increase of 7.3% (7.0%)
- Net sales excl. currency effects increased during the quarter by 7.6% (7.4%)
- LFL sales excl. currency effects increased by 4.3% (3.1%)
- Gross profit increased by 5.1% and amounted to MSEK 1,514 (1,440) and the gross margin was 43.5% (44.3%)
- EBITA increased by 3.6% and amounted to MSEK 383 (369) and the EBITA-margin was 11.0% (11.4%)
- Net profit for the quarter amounted to MSEK 257 (243)
- Cash flow from operating activities amounted to MSEK 247 (598)
- Earnings per share before dilution amounted to SEK 1.7 (1.6)
- There was one (three) new store opened during the quarter
Göran Westerberg, CEO of Rusta, comments on the quarter:
“Rusta continues to grow during the important third quarter, driven by both an expanding customer base and rising average ticket value. In our largest market Sweden, the growth rate accelerates, which we attribute to our strong offering combined with improved consumer confidence. We have a continued high inflow of approved new stores, which will increasingly contribute to Rusta’s future growth. As we approach the spring season, we look forward to welcoming a record number of customers to our 220 stores, all offering truly low prices.”
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Arttu on kirjoitellut ajatuksiaan Rustan tuloksesta.
Pohjoismaissa toimiva halpakauppa Rusta raportoi odotusten mukaisen Q3’25-myynnin sekä tuloksen (marras-tammikuu). Tulos parani liikevaihdon kasvun ja kiinteiden kulujen hyvän kontrolloinnin ansiosta. Seuraamamme Tokmannin kehitys vuoden lopulla oli varsin suotuisaa, sillä Ruotsissa sen kasvu oli linjassa Rustaan nähden ja Suomessa Tokmanni arviomme mukaan ylitti Rustan kehityksen.
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