Thule Group AB
Leisure · Consumer Cyclical
Analyst
Danske Bank
Equibles does not estimate personal net worth.
Daniel Schmidt is recorded as Analyst at Danske Bank. Daniel Schmidt has spoken on 7 earnings calls and 3 other investor events across 4 companies, most recently for Thule Group AB on September 23, 2026. Those appearances were for Thule Group AB, Rusta AB (publ), Boozt AB and Axfood AB. The companies whose calls Daniel Schmidt spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“Just wanted to ask you about that there's been a bit more normalized restocking pattern in the US from retailers compared to what you saw in H1 and maybe especially in Q2.”
“If you take out the online business which is I guess a lot of Sweden, some Finland maybe and some Norway, how much was sort of the organic development for Finland and Germany in terms of EBIT margin program?”
“Starting with marketing spend as a percentage of sales and also in absolute numbers came down quite a bit.”
“Just to come back to the latest topic, and I think you cleared it out quite well, Tobi, but with the $5 million refund that you get, will that be sort of leaving the gross margin, you think, at the same level, or could that still maybe be a positive on a year-over-year basis?”
“And you talk about sort of price being at the top of the agenda still for consumers. Is there any sort of change in consumer preference at all, you think, given the performance of Willis and I hear you clearly when it comes to the comp base and so on?”
Danske Bank
Analyst
Transcript header (unverified)
Thule Group AB
Leisure · Consumer Cyclical
Rusta AB (publ)
Department Stores · Consumer Cyclical
Boozt AB
Apparel Retail · Consumer Cyclical
Axfood AB
Grocery Stores · Consumer Defensive
Pre-close call
Thule Group AB
Interim Report Q1 2026/2027
Rusta AB (publ)
Interim Report Q2 2026
Boozt AB
Thule interim report, second quarter 2026, April-June
Thule Group AB
Delårsrapport andra kvartalet 2026
Axfood AB
Presentation of Q1 2026
Thule Group AB
Delårsrapport första kvartalet 2026
Axfood AB
Interim Report Q1 2026
Boozt AB
Thule Group Pre-close call
Thule Group AB
Interim Report Q3 2025/2026
Rusta AB (publ)