Atria - Good food, better mood

@henrielo interviewed Atria’s CEO Kai Gyllström :slight_smile:

00:40 Who is Kai Gyllström?
01:30 Passionate home cook
03:30 Extensive international work experience
05:30 Juha Gröhn and Seppo Paatelainen laid the groundwork
06:00 Nurmo’s unique integrated factory
07:40 ”Skilled management teams in the group and country organizations”
09:00 Professors train Atria’s management
11:10 Significant operations and production in four countries
12:20 ”Local production is an asset”
14:10 Sköllersta and Sölversborg are the largest units in Sweden
15:20 Meat exports to Europe and the Far East
17:30 The Finnish government aims to double food exports
18:50 Atria wants to grow cross-border exports
21:30 The importance of domestic origin varies by product group
22:40 ”Animal welfare is at a high level in Finland”
24:30 Large energy investments are essential in reducing carbon emissions
26:00 What does net revenue management mean?
28:10 ”If there’s a strategy, it must also be resourced”
31:10 Atria has an extensive international brand portfolio
32:00 Background of the success in Estonia: Maks & Moorits
35:30 Development of key figures 2020-2024 and new targets
37:20 Investments focus on poultry and ready-to-eat meals
38:20 M&A strategy: smaller acquisitions are more interesting than one big one
39:00 Becoming market leader overnight in Swedish fresh ready-to-eat meals
40:40 Background of the strategy: growth in demand for ready-to-eat meals and poultry continues
42:30 The strategy’s four big moves
43:20 ”The name of our strategy is Together”
45:00 Two new functions: Industrial operations and Product export
46:40 Health trends and alternative proteins are under the microscope
50:25 ”If an Atria product isn’t in the store, I might go to another store”
51:10 Atria’s five-year stock return beats the S&P 500 index
52:50 Market cap to revenue ratio is one-third of Kesko’s

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