Industries:

1. Retail
2. DIY supplies
3. Household goods

TOP 3 Markets:

1. Sweden: approx. 50%
2. Norway: approx. 30%
3. Finland: approx. 15%

Clas Ohlson AB generates its revenues mainly from retail, especially in the DIY supplies and household goods sectors. Sweden remains the largest market for the company, followed by Norway and Finland. Together, these markets account for the majority of the revenue, with Sweden contributing about half of the sales. The remaining revenues are distributed among other European countries and online retail.

Production Sites: Primarily in Asia, especially China.

Clas Ohlson AB sources the majority of its products from suppliers in Asia, with China playing a central role. The company does not have its own large production facilities, but collaborates with various manufacturers to produce its range of products. This strategy allows Clas Ohlson to reduce costs and react flexibly to market changes.

Revenue Growth: Estimated 5-7% annually (2026) Profit Margin: Expected to remain stable at 8-10% (2026)

Clas Ohlson AB is pursuing a growth strategy that heavily focuses on digitization and expanding its e-commerce presence. The company is investing in enhancing its online platforms and integrating omnichannel solutions to optimize the customer experience and increase the share of revenue from online sales.

Additionally, Clas Ohlson is concentrating on expanding into new geographical markets, particularly in Northern Europe, to broaden its market presence. This expansion is supported by strategic partnerships and the opening of new stores.

Another key focus is on sustainability. The company plans to make its product range more environmentally friendly and to create more sustainable supply chains, aiming not only to reduce costs but also to enhance its brand reputation.

Main raw materials: Wood, metal, plastic
Main supplying countries: China, Germany, Sweden

Clas Ohlson AB imports a variety of raw materials and materials to manufacture and distribute their wide range of products. The main raw materials include wood, metal, and plastic, which are used in many of their products.

China is one of the main suppliers for these raw materials, especially for plastic and metal parts. This is due to the well-developed manufacturing industry and competitive prices. Germany also supplies high-quality metal products and machinery used in production. Sweden, as the home country of Clas Ohlson, is an important source of sustainable wood used in many of their products.

These supply chains enable Clas Ohlson to offer a variety of products efficiently and cost-effectively while also focusing on sustainability and quality.

Market share: 8% in the Scandinavian retail sector (2025, estimate)
Revenue growth: 3.5% (2025)
Gross margin: 38% (2025)

Clas Ohlson AB has established itself as a significant player in the Scandinavian retail sector, particularly through its wide range of products and strong brand recognition. The company's competitive advantage lies in its ability to offer a diverse assortment of household and DIY products tailored to the needs of Scandinavian customers.

Another advantage is its well-established network of stores, enabling high market penetration. The 38% gross margin indicates that Clas Ohlson is able to sell its products with a healthy profit margin, suggesting efficient operations and a strong negotiating position with suppliers.

However, the company faces challenges from increasing competition in online retail and the need to further expand its digital presence. The ability to adapt to changing consumer trends and invest in e-commerce will be crucial for maintaining and strengthening its competitive edge.

Institutional Investor Share: approximately 45% (estimated, 2026)

Insider Buys/Sells: No significant transactions in the last quarter (estimated, 2026)

The institutional investor share in Clas Ohlson AB is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company and its business model.

There were no significant insider buys or sells in the last quarter, indicating that the management and insiders do not currently expect any significant changes in the company's value. This could suggest a stable business performance.

Please note that the exact numbers may vary, and it is advisable to consult the latest reports and publications of the company for precise information.

Market share of Clas Ohlson AB: Estimated around 3-5% (2026)

Main competitors and their market shares:

1. IKEA: around 15-20%
2. H&M Home: around 10-12%
3. JYSK: around 8-10%
4. Bauhaus: around 7-9%
5. Hornbach: around 5-7%
6. Clas Ohlson AB: around 3-5%
7. Rusta: around 2-4%
8. Lidl (Home & Living): around 2-3%
9. Flying Tiger Copenhagen: around 1-2%
10. Sostrene Grene: around 1-2%

Moat of Clas Ohlson AB:

Clas Ohlson AB has a moderate moat, mainly based on its strong brand recognition in Scandinavia and a wide range of products. The company benefits from a loyal customer base and a well-established network of stores in the region.

However, compared to larger competitors like IKEA and H&M Home, which have a global presence and extensive resources, Clas Ohlson's moat is less pronounced. These competitors have stronger economies of scale and greater innovation capabilities, giving them a significant advantage.

Clas Ohlson's competitive advantage could be enhanced by a stronger focus on e-commerce and expanding its product offerings in niche markets. Currently, the moat is considered weaker compared to the industry's leading companies.

Revenue growth: 4.5% (2025) Profit growth: 3.2% (2025) Dividend yield: 4.0% (2025) Market share in Scandinavia: 12% (2025)

Clas Ohlson AB achieved a revenue growth of 4.5% in 2025, attributed to stable demand in its core markets. The company further solidified its market position in Scandinavia with a 12% market share.

The dividend yield of 4.0% in 2025 makes the stock attractive for income investors. Additionally, the profit growth of 3.2% indicates that the company remains profitable despite a competitive environment.

In the long term, investing in Clas Ohlson could benefit from further expansion into new markets and the digitalization of retail. The solid dividend policy and market position in Scandinavia provide a certain level of stability. However, investors should also consider general economic conditions and developments in retail.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Consistent payout over the last 5 years

Clas Ohlson AB has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 4.5% for the year 2026, which is considered attractive compared to many other companies in the industry.

Over the past five years, the company has followed a reliable dividend policy, indicating a solid financial foundation and a stable business model. The continuous payout suggests that Clas Ohlson AB aims to provide shareholders with consistent value.