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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Long-time CEO to be replaced. Apparently, there’s no particular drama involved, and the “notice period” is a year. The stock market today responded with a hefty -6% drop.
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Summary of the fourth quarter 2024/2025:
- Net sales amounted to MSEK 2,553 (2,268), an increase of 12.6% (2.9%)
- Net sales excl. currency effects increased during the quarter by 14.5% (3.1%)
- LFL sales excl. currency effects increased by 8.6% (-0.5%)
- Gross profit increased by 7.0% and amounted to MSEK 1,044 (976) and the gross margin was 40.9% (43.0%)
- EBITA amounted to MSEK -15 (-47) and the EBITA-margin was -0.6% (-2.1%)
- Net profit for the quarter amounted to MSEK -69 (-92)
- Cash flow from operating activities amounted to MSEK 272 (37)
- Earnings per share before dilution amounted to SEK -0,5 (-0.6)
- There were six (four) new stores opened during the quarter
Phew, that was a pretty decent earnings report! 
The market has been challenging, and especially for Tokmanni, things have been a bit tougher. It seems that Rusta’s growth has continued quite impressively, even though some sales margins had to be sacrificed.
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Net sales excluding currency effects increased by 6.0 percent (3.5). Net sales amounted to MSEK 3,174 (3,069), an increase of 3.4 percent (3.7). The company’s two largest segments, Sweden and Norway, performed strongly during the quarter with more customers, higher average ticket values and continued improvements to the product mix. However, the Other markets segment noted a decline in sales due to weaker market conditions in Finland during the quarter. Earnings were negatively impacted by currency effects, which are considered temporary. The comparative figures from the same quarter last year include a larger one-off compensation received from Tietoevry for the operational disruptions in 2024, which complicates comparability. Rusta’s pipeline of new stores remains at a record high, and the autumn season commences with a total of six store openings.
Summary of the first quarter 2025/2026:
- Net sales amounted to MSEK 3,174 (3,069), an increase by 3.4% (3.7%)
- Net sales excl. currency effects increased during the quarter by 6.0% (3.5%)
- LFL sales excl. currency effects increased by 1.2% (0.2%)
- Gross profit increased by 0.6% and amounted to MSEK 1,350 (1,343) and the gross margin was 42.6% (43.8%)
- EBITA amounted to MSEK 280 (351) and the EBITA-margin was 8.8% (11.4%)
- Net profit for the quarter amounted to MSEK 174 (231)
- Cash flow from operating activities amounted to MSEK 472 (606)
- Earnings per share before dilution amounted to SEK 1.1 (1.5)
- There were no (1) new stores open during the quarter
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@Arhi_Kivilahti Writing about Rusta’s results. No slowdown in store openings.
Over the next three years, the company believes it will open 50-80 stores. As an interesting detail, the company states that the payback period for a new store would be, on average, one year
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Rusta’s new CEO is recruited from H&M. Cathrine Wigzell will take over as the new CEO after Göran Westerberg on June 1, 2026.
News about Rusta’s new CEO published by EFN on 3/12/2025:
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