Analytikern Lucas delade sina tankar om Björn Borg inför företagets Q4-rapport på fredag.
We anticipate good growth in revenue compared to the corresponding quarter last year, primarily driven by the integration of the footwear category, increased sales in the sports apparel category and continued strong development in own e-commerce. We estimate a lower gross margin due to a shift in the sales mix, as well as higher operating costs mainly due to increased marketing activities. Overall, we anticipate that this will offset the benefits of strong revenue growth, leading to relatively flat absolute EBIT development. Our focus in the upcoming report will be on demand-related information and updates on the footwear transition.