Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Believes in Axfood and buys them today. Growing and new stores. Believes in Willy and that they continue to perform strongly. Good buy and believes in 10-20% up during Q1 2026
Also bought a small batch today. Want the defensive self-driving evergreen stock that I don't have to keep track of. So now I'll probably buy all my food at Willys. Nice to generally live with one's investments in everyday life. Unfortunately, it's probably a foolish purchase as the development is slow as a compunder. 3.36% annual dividend. ,Hence a smaller company proportionally in the portfolio where I reinvest all dividends 2 times a year, and buy during violent dips.
The probability is low that it will go down to 200sek. In a macro crisis, Avfood is more or less a hedge. Focus on recovery after a weaker 2024–2025 period characterized by margin pressure from acquisitions (e.g. City Gross) and inflation. City Gross is expected to become profitable H2 2026, and investments in automated warehouses (1 600–1 700 MSEK 2025) will take effect from the middle of the year. +4–6% revenue and +10–12% EPS, thanks to e-commerce and City Gross recovery. I believe 270-290sek will be the range in 2026 with a probable higher dividend. Interesting with meal boxes for pensioners, (Mathem) agreements with municipalities. I believe this can grow and growing sales can go fast as many pensioners eat frozen Findus/Dafgård. -What do you think our share price will be in a year?
https://nordicedge.substack.com/
Axfood (OM:AXFO) Q3 landed slightly lower than expected with revenue at SEK 22.3bn (cons. SEK 22.5bn) with decent LFL growth in core Willys (+4.1% y/y) and Hemköp incl. franchise and Tempo (+4.8). Adj. EBIT SEK 1.10bn (cons. SEK 1.12bn), for a margin of 4.9%, dragged by City Gross integration costs (SEK 115m vs 100m guided). City Gross still expected to break even H2 2026. Cash flow remained strong (Q3 SEK 1.35bn), supported by tight working capital. FY2025 capex guidance of SEK 1.6-1.7bn reiterated, though store openings trimmed to 9.
Increasing ⭐️
Mr Market will give the right focus to Axfood soon. The fact that the market reacts like this to a clearly approved report is a glitch to be taken advantage of IMHO.
We need food, a need that will never disappear. What is happening is that the way we shop is changing, and this will benefit the earnings for Axfood and other players, it appears. More margin, higher profitability, and continued increased dividends.
Update on Axfood after the nine-month report:
In my eyes, it is one of the finest companies on the Stockholm Stock Exchange. I used to think it was ICA. But after buyouts and insider scandals, I have a hard time with ICA. It is no longer on the stock exchange either.
Axfood is also perhaps one of the Stockholm Stock Exchange's most distinctive defensive stocks, along with HM and Astrazeneca. By that I mean that they tend to be among the stocks that do best when the stock exchange is otherwise doing poorly.
Briefly about Axfood:
Axfood is Sweden's second largest grocery chain, after the aforementioned ICA. Axfood has five well-known brands - Willy's, Hemköp, Dagab, Mathem, Citygross, and Apohem. Axfood is mainly located in Sweden.
The largest owner is the Johnson/Mörner family with just over 50 percent of the votes.
Axfood finances
For the first nine months of 2025, sales were SEK 66.32 billion with an operating profit of SEK 2.71 billion. I estimate that Axfood will have sales of approximately SEK 89 billion for the full year 2025 and a full-year profit of SEK 3.9 billion.
Axfood on the stock exchange.
At the time of writing, Thursday, October 23 at 10:08, the share is SEK 272.20. The lowest in 2024 and 2025 was approximately SEK 225 and the highest was just over SEK 311. The total market capitalization is currently SEK 61.8 billion. The dividend per share was SEK 8.75 for 2024. This gives a dividend yield of 3.06 percent. The P/E ratio on my estimated profit for 2025 is just under 16.
My comment:
Personally, I think Axfood's report was strong. If you earn around 1.2 billion during the last quarter. A quarter that has the entire month of December, with Advent, Christmas and New Year and also has the autumn break. Last year, Axfood earned around 3.5 billion.
Historically, Axfood is also valued a little lower than normal. So finally, I want to say that I don't understand the market's reaction at all. In my eyes, Axfood belongs here, perhaps together with Orkla, Essity and Carlsberg in a long-term stock portfolio. I would also maybe look at Atria and Fiskars in Finland.
In the comments you will find a link to Axfood's website.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Uutiset ja lehdistötiedotteet
Analyysit
1 joulu 07.29
∙
Osakeuutinen
Matpriser ligger stilla men bär och kött dyrare
21 marras 09.26
∙
Osakeuutinen
Regeringen inför matpriskommission för att säkra genomslag av sänkt matmoms
21 marras 08.34
∙
Osakeuutinen
REGERINGEN: MATPRISKOMMISSION SKA SÄKRA EFFEKT AV SÄNKT MATMOMS
19 marras 07.26
∙
Osakeuutinen
Axfood öppnar ny Willysbutik i Snurrom, Kalmar
14 marras 11.43
∙
Osakeuutinen
Axfood öppnar Willys-butik i Tibro
11 marras 12.34
∙
Osakeuutinen
Willys öppnar ny butik i Osby
7 marras 08.51
∙
Osakeuutinen
Willys öppnar ny butik i Mönsterås
6 marras 11.49
∙
Osakeuutinen
AXFOOD: FLERA FAKTORER TALAR FÖR BÄTTRE EBIT-TILLVÄXT 2026 - DANSKE
6 marras 08.10
∙
Flash
Danske Bank höjer Axfood till köp (behåll), riktkurs 310 kronor - BN
6 marras 08.03
∙
Osakeuutinen
AXFOOD: DANSKE BANK HÖJER REKOMMENDATION TILL KÖP (BEHÅLL)
3 marras 16.36
∙
Markkinakommentti
BÖRSEN: MINDRE FÖRÄNDRINGAR MED TELEKOM I TOPP, OMXS30 -0,4%
3 marras 12.45
∙
Markkinakommentti
BÖRSEN: ERICSSON OCH PARADOX STIGER, OMXS30 +0,1%
3 marras 08.46
∙
Markkinakommentti
BÖRSEN: ACADEMEDIA NED EFTER RAPPORT, PARADOX UPP, OMXS30 OFÖR
3 marras 07.30
∙
Markkinakommentti
BÖRSEN: ÖPPNING SVAGT UPP VÄNTAS, ACADEMEDIA REVIDERAR MÅL
3 marras 06.34
∙
Osakeuutinen
AXFOOD: DI REKOMMENDERAR KÖP EFTER RAPPORTFALLET
3 marras 05.57
∙
Osakeuutinen
Dagens industri köpstämplar Axfood efter rapportfallet
24 loka 06.43
∙
Flash
Kepler Cheuvreux sänker riktkursen för Axfood till 310 kronor (320), upprepar köp
24 loka 04.46
∙
Osakeuutinen
AXFOOD: DNB CARNEGIE SÄNKER RIKTKURSEN TILL 280 KR (290)
24 loka 04.28
∙
Flash
DNB Carnegie sänker riktkursen för Axfood till 280 kronor (290), upprepar behåll
23 loka 15.29
∙
Flash
BNP Paribas Exane sänker riktkursen för Axfood till 265 kronor (275), upprepar neutral - BN
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
2025 Q3 -tulosraportti
45 päivää sitten42 min
4,25 SEK/osake
Viimeisin osinko
3,26 %Tuotto/v
Näytä
Uutiset ja analyysit
Uutiset ja lehdistötiedotteet
Analyysit
1 joulu 07.29
∙
Osakeuutinen
Matpriser ligger stilla men bär och kött dyrare
21 marras 09.26
∙
Osakeuutinen
Regeringen inför matpriskommission för att säkra genomslag av sänkt matmoms
21 marras 08.34
∙
Osakeuutinen
REGERINGEN: MATPRISKOMMISSION SKA SÄKRA EFFEKT AV SÄNKT MATMOMS
19 marras 07.26
∙
Osakeuutinen
Axfood öppnar ny Willysbutik i Snurrom, Kalmar
14 marras 11.43
∙
Osakeuutinen
Axfood öppnar Willys-butik i Tibro
11 marras 12.34
∙
Osakeuutinen
Willys öppnar ny butik i Osby
7 marras 08.51
∙
Osakeuutinen
Willys öppnar ny butik i Mönsterås
6 marras 11.49
∙
Osakeuutinen
AXFOOD: FLERA FAKTORER TALAR FÖR BÄTTRE EBIT-TILLVÄXT 2026 - DANSKE
6 marras 08.10
∙
Flash
Danske Bank höjer Axfood till köp (behåll), riktkurs 310 kronor - BN
6 marras 08.03
∙
Osakeuutinen
AXFOOD: DANSKE BANK HÖJER REKOMMENDATION TILL KÖP (BEHÅLL)
3 marras 16.36
∙
Markkinakommentti
BÖRSEN: MINDRE FÖRÄNDRINGAR MED TELEKOM I TOPP, OMXS30 -0,4%
3 marras 12.45
∙
Markkinakommentti
BÖRSEN: ERICSSON OCH PARADOX STIGER, OMXS30 +0,1%
3 marras 08.46
∙
Markkinakommentti
BÖRSEN: ACADEMEDIA NED EFTER RAPPORT, PARADOX UPP, OMXS30 OFÖR
3 marras 07.30
∙
Markkinakommentti
BÖRSEN: ÖPPNING SVAGT UPP VÄNTAS, ACADEMEDIA REVIDERAR MÅL
3 marras 06.34
∙
Osakeuutinen
AXFOOD: DI REKOMMENDERAR KÖP EFTER RAPPORTFALLET
3 marras 05.57
∙
Osakeuutinen
Dagens industri köpstämplar Axfood efter rapportfallet
24 loka 06.43
∙
Flash
Kepler Cheuvreux sänker riktkursen för Axfood till 310 kronor (320), upprepar köp
24 loka 04.46
∙
Osakeuutinen
AXFOOD: DNB CARNEGIE SÄNKER RIKTKURSEN TILL 280 KR (290)
24 loka 04.28
∙
Flash
DNB Carnegie sänker riktkursen för Axfood till 280 kronor (290), upprepar behåll
23 loka 15.29
∙
Flash
BNP Paribas Exane sänker riktkursen för Axfood till 265 kronor (275), upprepar neutral - BN
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Believes in Axfood and buys them today. Growing and new stores. Believes in Willy and that they continue to perform strongly. Good buy and believes in 10-20% up during Q1 2026
Also bought a small batch today. Want the defensive self-driving evergreen stock that I don't have to keep track of. So now I'll probably buy all my food at Willys. Nice to generally live with one's investments in everyday life. Unfortunately, it's probably a foolish purchase as the development is slow as a compunder. 3.36% annual dividend. ,Hence a smaller company proportionally in the portfolio where I reinvest all dividends 2 times a year, and buy during violent dips.
The probability is low that it will go down to 200sek. In a macro crisis, Avfood is more or less a hedge. Focus on recovery after a weaker 2024–2025 period characterized by margin pressure from acquisitions (e.g. City Gross) and inflation. City Gross is expected to become profitable H2 2026, and investments in automated warehouses (1 600–1 700 MSEK 2025) will take effect from the middle of the year. +4–6% revenue and +10–12% EPS, thanks to e-commerce and City Gross recovery. I believe 270-290sek will be the range in 2026 with a probable higher dividend. Interesting with meal boxes for pensioners, (Mathem) agreements with municipalities. I believe this can grow and growing sales can go fast as many pensioners eat frozen Findus/Dafgård. -What do you think our share price will be in a year?
https://nordicedge.substack.com/
Axfood (OM:AXFO) Q3 landed slightly lower than expected with revenue at SEK 22.3bn (cons. SEK 22.5bn) with decent LFL growth in core Willys (+4.1% y/y) and Hemköp incl. franchise and Tempo (+4.8). Adj. EBIT SEK 1.10bn (cons. SEK 1.12bn), for a margin of 4.9%, dragged by City Gross integration costs (SEK 115m vs 100m guided). City Gross still expected to break even H2 2026. Cash flow remained strong (Q3 SEK 1.35bn), supported by tight working capital. FY2025 capex guidance of SEK 1.6-1.7bn reiterated, though store openings trimmed to 9.
Increasing ⭐️
Mr Market will give the right focus to Axfood soon. The fact that the market reacts like this to a clearly approved report is a glitch to be taken advantage of IMHO.
We need food, a need that will never disappear. What is happening is that the way we shop is changing, and this will benefit the earnings for Axfood and other players, it appears. More margin, higher profitability, and continued increased dividends.
Update on Axfood after the nine-month report:
In my eyes, it is one of the finest companies on the Stockholm Stock Exchange. I used to think it was ICA. But after buyouts and insider scandals, I have a hard time with ICA. It is no longer on the stock exchange either.
Axfood is also perhaps one of the Stockholm Stock Exchange's most distinctive defensive stocks, along with HM and Astrazeneca. By that I mean that they tend to be among the stocks that do best when the stock exchange is otherwise doing poorly.
Briefly about Axfood:
Axfood is Sweden's second largest grocery chain, after the aforementioned ICA. Axfood has five well-known brands - Willy's, Hemköp, Dagab, Mathem, Citygross, and Apohem. Axfood is mainly located in Sweden.
The largest owner is the Johnson/Mörner family with just over 50 percent of the votes.
Axfood finances
For the first nine months of 2025, sales were SEK 66.32 billion with an operating profit of SEK 2.71 billion. I estimate that Axfood will have sales of approximately SEK 89 billion for the full year 2025 and a full-year profit of SEK 3.9 billion.
Axfood on the stock exchange.
At the time of writing, Thursday, October 23 at 10:08, the share is SEK 272.20. The lowest in 2024 and 2025 was approximately SEK 225 and the highest was just over SEK 311. The total market capitalization is currently SEK 61.8 billion. The dividend per share was SEK 8.75 for 2024. This gives a dividend yield of 3.06 percent. The P/E ratio on my estimated profit for 2025 is just under 16.
My comment:
Personally, I think Axfood's report was strong. If you earn around 1.2 billion during the last quarter. A quarter that has the entire month of December, with Advent, Christmas and New Year and also has the autumn break. Last year, Axfood earned around 3.5 billion.
Historically, Axfood is also valued a little lower than normal. So finally, I want to say that I don't understand the market's reaction at all. In my eyes, Axfood belongs here, perhaps together with Orkla, Essity and Carlsberg in a long-term stock portfolio. I would also maybe look at Atria and Fiskars in Finland.
In the comments you will find a link to Axfood's website.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
60 876
269,1
Myynti
Määrä
269,1
60 982
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
269,1
102
-
-
269,1
799
-
-
269,1
368
-
-
269,1
203
-
-
269,1
207
-
-
Ylin
270,5
VWAP
269,2
Alin
268,4
VaihtoMäärä
38,3 142 255
VWAP
269,2
Ylin
270,5
Alin
268,4
VaihtoMäärä
38,3 142 255
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Näytä kaikki
Seuraava tapahtuma
2025 Q4 -tulosraportti
29.1.2026
Menneet tapahtumat
2025 Q3 -tulosraportti
23.10.
2025 Q2 -tulosraportti
11.7.
2025 Q1 -tulosraportti
24.4.
2024 Q4 -tulosraportti
30.1.
2024 Q3 -tulosraportti
24.10.2024
Datan lähde: Quartr, FactSet
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
4,25 SEK/osake
Viimeisin osinko
3,26 %Tuotto/v
Näytä
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Believes in Axfood and buys them today. Growing and new stores. Believes in Willy and that they continue to perform strongly. Good buy and believes in 10-20% up during Q1 2026
Also bought a small batch today. Want the defensive self-driving evergreen stock that I don't have to keep track of. So now I'll probably buy all my food at Willys. Nice to generally live with one's investments in everyday life. Unfortunately, it's probably a foolish purchase as the development is slow as a compunder. 3.36% annual dividend. ,Hence a smaller company proportionally in the portfolio where I reinvest all dividends 2 times a year, and buy during violent dips.
The probability is low that it will go down to 200sek. In a macro crisis, Avfood is more or less a hedge. Focus on recovery after a weaker 2024–2025 period characterized by margin pressure from acquisitions (e.g. City Gross) and inflation. City Gross is expected to become profitable H2 2026, and investments in automated warehouses (1 600–1 700 MSEK 2025) will take effect from the middle of the year. +4–6% revenue and +10–12% EPS, thanks to e-commerce and City Gross recovery. I believe 270-290sek will be the range in 2026 with a probable higher dividend. Interesting with meal boxes for pensioners, (Mathem) agreements with municipalities. I believe this can grow and growing sales can go fast as many pensioners eat frozen Findus/Dafgård. -What do you think our share price will be in a year?
https://nordicedge.substack.com/
Axfood (OM:AXFO) Q3 landed slightly lower than expected with revenue at SEK 22.3bn (cons. SEK 22.5bn) with decent LFL growth in core Willys (+4.1% y/y) and Hemköp incl. franchise and Tempo (+4.8). Adj. EBIT SEK 1.10bn (cons. SEK 1.12bn), for a margin of 4.9%, dragged by City Gross integration costs (SEK 115m vs 100m guided). City Gross still expected to break even H2 2026. Cash flow remained strong (Q3 SEK 1.35bn), supported by tight working capital. FY2025 capex guidance of SEK 1.6-1.7bn reiterated, though store openings trimmed to 9.
Increasing ⭐️
Mr Market will give the right focus to Axfood soon. The fact that the market reacts like this to a clearly approved report is a glitch to be taken advantage of IMHO.
We need food, a need that will never disappear. What is happening is that the way we shop is changing, and this will benefit the earnings for Axfood and other players, it appears. More margin, higher profitability, and continued increased dividends.
Update on Axfood after the nine-month report:
In my eyes, it is one of the finest companies on the Stockholm Stock Exchange. I used to think it was ICA. But after buyouts and insider scandals, I have a hard time with ICA. It is no longer on the stock exchange either.
Axfood is also perhaps one of the Stockholm Stock Exchange's most distinctive defensive stocks, along with HM and Astrazeneca. By that I mean that they tend to be among the stocks that do best when the stock exchange is otherwise doing poorly.
Briefly about Axfood:
Axfood is Sweden's second largest grocery chain, after the aforementioned ICA. Axfood has five well-known brands - Willy's, Hemköp, Dagab, Mathem, Citygross, and Apohem. Axfood is mainly located in Sweden.
The largest owner is the Johnson/Mörner family with just over 50 percent of the votes.
Axfood finances
For the first nine months of 2025, sales were SEK 66.32 billion with an operating profit of SEK 2.71 billion. I estimate that Axfood will have sales of approximately SEK 89 billion for the full year 2025 and a full-year profit of SEK 3.9 billion.
Axfood on the stock exchange.
At the time of writing, Thursday, October 23 at 10:08, the share is SEK 272.20. The lowest in 2024 and 2025 was approximately SEK 225 and the highest was just over SEK 311. The total market capitalization is currently SEK 61.8 billion. The dividend per share was SEK 8.75 for 2024. This gives a dividend yield of 3.06 percent. The P/E ratio on my estimated profit for 2025 is just under 16.
My comment:
Personally, I think Axfood's report was strong. If you earn around 1.2 billion during the last quarter. A quarter that has the entire month of December, with Advent, Christmas and New Year and also has the autumn break. Last year, Axfood earned around 3.5 billion.
Historically, Axfood is also valued a little lower than normal. So finally, I want to say that I don't understand the market's reaction at all. In my eyes, Axfood belongs here, perhaps together with Orkla, Essity and Carlsberg in a long-term stock portfolio. I would also maybe look at Atria and Fiskars in Finland.
In the comments you will find a link to Axfood's website.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
60 876
269,1
Myynti
Määrä
269,1
60 982
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
269,1
102
-
-
269,1
799
-
-
269,1
368
-
-
269,1
203
-
-
269,1
207
-
-
Ylin
270,5
VWAP
269,2
Alin
268,4
VaihtoMäärä
38,3 142 255
VWAP
269,2
Ylin
270,5
Alin
268,4
VaihtoMäärä
38,3 142 255
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.