Sales by Industry:

• Food retail: approx. 50%
• Building and DIY supplies: approx. 35%
• Automotive retail: approx. 15%

TOP 3 Markets and their Percentage Shares:

• Finland: approx. 70%
• Sweden: approx. 15%
• Norway: approx. 10%

Kesko Oyj generates the majority of its sales in food retail, followed by building and DIY supplies and automotive retail. The Finnish market dominates the sales distribution, attributed to the strong market presence and established customer base in Finland. Sweden and Norway are also significant markets contributing to Kesko Oyj's international expansion.

Production Sites: Finland, Sweden, Norway, Estonia, Latvia, Lithuania

Kesko Oyj is a leading trading company in Northern Europe and mainly operates its production facilities in the Nordic and Baltic countries. The strategic location of these sites enables Kesko to operate efficiently in these markets and optimize logistics costs.

The company focuses on the production and distribution of food, building materials, and technical products. Due to the proximity to the main sales markets, Kesko can quickly respond to local market requirements and effectively manage its supply chains.

Revenue Growth: Estimated 4-6% annually (2025-2027)

Kesko Oyj is pursuing a growth strategy focused on strengthening its market position in the Nordic countries. A key part of this strategy is the expansion in the grocery retail business, particularly through opening new stores and modernizing existing locations.

Furthermore, Kesko is investing in digitalization and expanding its e-commerce offerings to meet changing consumer habits. This includes enhancing online platforms and optimizing supply chains to ensure more efficient and faster deliveries.

Another strategic focus is on sustainability. Kesko is increasingly emphasizing environmentally friendly practices and products to meet rising consumer expectations and regulatory requirements. This includes initiatives to reduce CO2 emissions and promote recycling programs.

Main commodities: Food, building and DIY supplies, automotive products

Main importing countries: Sweden, Germany, Norway, Netherlands, Poland

Kesko Oyj is a Finnish trading company operating in the food retail, building and DIY supplies, and automotive trading sectors. In the food sector, Kesko imports a variety of products including fresh produce, processed foods, and beverages. These are often sourced from European countries such as Sweden, Germany, and the Netherlands.

In the building and DIY supplies sector, Kesko imports materials such as wood, metal goods, and tools. Sweden and Norway are important suppliers here due to their strong forestry and metal industries.

For automotive trading, Kesko sources vehicles and spare parts, with Germany and Poland being significant origin countries due to their strong automotive industries.

Kesko diversifies its supply chains to ensure both quality and availability, and collaborates closely with international partners to source the best products for its markets.

Market share in the food retail sector in Finland: approximately 36% (2023) Return on Capital Employed (ROCE): 14.5% (2023) Revenue growth: 4.2% (2023)

Kesko Oyj has a significant competitive advantage, especially in the Finnish food retail sector, where the company holds a market share of about 36%. This demonstrates a strong market position and high customer loyalty.

The return on capital employed of 14.5% indicates that Kesko operates efficiently and is able to achieve above-average returns from its investments. This is an indicator of solid operational efficiency and strong management.

The revenue growth of 4.2% in 2023 shows that Kesko is capable of expanding in a competitive market environment. This growth rate is stable and supported by strategic investments in digitalization and sustainable business models.

Overall, Kesko benefits from a strong market position, operational efficiency, and a clear growth strategy that underpins the company's competitive advantage.

Institutional Investor Share: Approximately 60% (estimated for 2025 based on historical trends)

Insider Purchases/Sales: No significant transactions in the last quarter (estimated)

The institutional investor share in Kesko Oyj traditionally stands at around 60%, based on the latest available data and typical investment patterns in the industry. These investors include pension funds, investment funds, and other large financial institutions that generally prefer stable and long-term investments.

Regarding insider transactions, there were no significant purchases or sales in the last quarter, indicating a stable confidence from management and insiders in the company's future development. Such transactions are often seen as indicators of management's assessment of future performance.

Market Share Kesko Oyj: 18% (2025, estimated)
Main Competitors and their Market Share:

1. S Group: 25%
2. Lidl: 15%
3. Tokmanni: 10%
4. Stockmann: 8%
5. Prisma: 7%

Kesko Oyj is a significant player in the Finnish retail market with an estimated market share of 18%. The largest competitor is the S Group, leading with a market share of 25%. Lidl follows with a market share of 15%, attributed to their aggressive pricing policy and expansion.

The moat of Kesko Oyj lies in its strong brand presence and wide product range, ranging from groceries to building materials. Additionally, Kesko benefits from a well-established distribution network and strong customer loyalty in Finland.

Compared to competitors, the S Group has a significant advantage due to its cooperative structure, which fosters strong customer loyalty. Lidl, on the other hand, excels with an international purchasing network that provides cost advantages. Tokmanni has established itself as a discount store with a wide range of products, giving it a price advantage.

Overall, Kesko Oyj has a solid moat, but they face intense competition, especially with the S Group and Lidl, both of which have strong market positions and strategic advantages.

Revenue Growth: 4.5% (2024) Profit Growth: 3.8% (2024) Dividend Yield: 4.0% (2024)

Kesko Oyj achieved a moderate revenue growth of 4.5% in 2024, attributed to stable demand in the company's core segments. Profit growth was at 3.8%, indicating efficient cost control and operational improvements.

The dividend yield of 4.0% is attractive to investors seeking stable returns. Kesko has a solid dividend history, reflecting a reliable payout policy.

Overall, Kesko Oyj demonstrates stable financial performance with a solid dividend yield, making the stock a potentially good investment for long-term investors who value dividends. Future performance could be further strengthened by expanding into new markets and introducing innovative products.

Dividend Yield: 4.2% (2025, estimated)
Dividend History: Continuous payout over the last 10 years

Kesko Oyj is known for its reliable dividend policy. The company has consistently distributed dividends over the past ten years, indicating a solid financial foundation and a stable business model. The estimated dividend yield for 2025 is 4.2%, which is attractive compared to many other companies in the retail sector.

Kesko Oyj pursues a policy of stable or increasing dividends, depending on business performance and the overall economic situation. This strategy has strengthened investor confidence and positioned the stock as an attractive option for dividend investors.