K-ryhmä

Kesko’s sales in October

Källa: Cision
Neutral

Sammanfattning

Kesko rapporterade en försäljningsminskning om 0,2% i oktober, eller 0,8% jämförbart. Minskningen förklaras till stor del av färre leveransdagar, vilket hade en betydande negativ påverkan på flera divisioner. Trots detta visade vissa segment, som teknisk handel och bilhandel, motståndskraft eller tillväxt.

Analys

Den totala försäljningen i oktober minskade marginellt med 0,2% och 0,8% jämförbart. Denna nedgång förklaras av en färre leveransdag jämfört med föregående år, vilket enligt bolaget hade en negativ påverkan på 2–4 procentenheter för de flesta berörda divisioner, och över 4 procentenheter för teknisk handel och B2B inom bygg- och hemförbättring. Dagligvaruhandeln minskade med 1,9% jämförbart, medan bygg- och teknisk handel ökade med 0,3% jämförbart (vilket indikerar en stark underliggande utveckling justerat för leveransdagar). Bilhandeln visade en ökning på 1,9% för bilhandelsverksamheten.

Nyckeltal

Total sales October 2026
€1,200.2 million
Total sales change October 2026
-0.2%
Total comparable sales change October 2026
-0.8%
Grocery trade sales change October 2026
-1.9%
Building and technical trade sales change October 2026
+0.3%
Car trade sales change October 2026
+1.9%

Insikter

  • • Färre leveransdagar hade en märkbar och kvantifierad negativ påverkan på försäljningen, vilket gör den underliggande utvecklingen bättre än vad de rapporterade siffrorna indikerar.
  • • Bygg- och teknisk handel visar en motståndskraftig trend och sannolikt stark tillväxt justerat för kalendereffekter.
  • • Bilhandeln fortsätter att visa en positiv utveckling.
Fundamental påverkan
Blandad

Försäljningsutvecklingen i oktober, justerad för kalendereffekter, indikerar en mer motståndskraftig underliggande operativ prestation än vad de initiala siffrorna visar. Dock kvarstår en nedgång inom dagligvaruhandeln.

Omfattning: 2/10Marginell påverkan
0 · Ingen påverkan10 · Avgörande påverkan

Poängen visar omfattning, inte förväntad kursrörelse.

Kesko’s sales decreased by 0.2% in October, or by 0.8% in comparable terms.

”Kesko’s sales decreased in October by 0.2%. The number of delivery days was down by one year-on-year in Kespro and in building and technical trade in all operating countries. Sales for the grocery trade division decreased by 1.9%. Sales for the building and technical trade division increased by 0.3% in comparable terms. Strong sales trend continued in technical trade and in building and home improvement trade’s B2B trade in October, and the difference in delivery days had an over 4 percentage point negative impact on these businesses in October. In the other businesses, the one day difference in delivery days had a negative impact of 2–4 percentage points. In car trade, sales for the car trade businesses increased by 1.9%,” says Kesko’s President and CEO Jorma Rauhala.

Sales for the grocery trade division totalled €575.0 million in October, down by 1.9%. Sales to K Group grocery stores decreased by 2.3%. Sales in K-Citymarket’s home and speciality goods trade (non-food) increased. Kespro’s sales decreased by 5.0%.

Sales for the building and technical trade division totalled €500.7 million in October, up by 1.9%. In comparable terms, division sales increased by 0.3%. Sales in building and home improvement trade decreased by 2.0% in comparable terms. Sales in technical trade increased by 3.1% in comparable terms. Sales for the division increased in comparable terms by 1.9% in Finland, 2.9% in Denmark and 5.2% in Poland; and decreased by 5.6% in Sweden and 0.7% in Norway.

Sales for the car trade division totalled€127.4 million in October, representing an increase of 0.2%. Car trade sales grew by 1.9%;sales increased in new cars and services, and were at last year's level in used cars.Sports trade sales decreased by 9.1%.

Kesko Group sales in October 2026 totalled €1,200.2 million, representing a decrease of 0.2%.

Kesko Group sales in euros, excluding VAT, in October 2026:

October 2026

 

€ million

Change, %

Comparable change, %

Grocery sales to K Group grocery stores and non-food sales, total

477.1

 -1.2

 -1.2

Kespro

97.9

 -5.0

 -5.0

Grocery trade, total

 575.0 

 -1.9

 -1.9

Building and home improvement trade

250.9

 -0.2

 -2.0

Technical trade

258.0

 +4.3

 +3.1

Building and technical trade, total

 500.7 

 +1.9

 +0.3

Car trade

110.1

 +1.9

 +1.9

Sports trade

17.3

 -9.1

 -9.1

Car trade, total

 127.4 

 +0.2

 +0.2

Common functions and eliminations

 -2.8 

Grand total

 1,200.2 

 -0.2

 -0.8

Finland, total

891.5

 -0.9

 -0.9

Other countries, total

308.7

 +1.9

 -0.6

Grand total

 1,200.2 

 -0.2

 -0.8

Kesko Group sales in euros, excluding VAT, in January–October 2026:

1.1.–31.10.2026

 

€ million

Change, %

Comparable change, %

Grocery sales to K Group grocery stores and non-food sales, total

 4,542.1

 +3.1

 +3.1

Kespro

989.9

 -0.9

 -0.9

Grocery trade, total

 5,532.0 

 +2.3

 +2.3

Building and home improvement trade

 2,403.1

 +10.0

 +3.6

Technical trade

 2,197.9

 +10.2

 +9.5

Building and technical trade, total

 4,525.4 

 +10.0

 +6.2

Car trade

 1,062.4

 +4.9

 +4.9

Sports trade

145.4

 +0.8

 +0.8

Car trade, total

 1,207.6 

 +4.4

 +4.4

Common functions and eliminations

 -25.1 

 

Grand total

 11,239.9

 +5.5

 +4.0

Finland, total

8,583.3

 +3.6

 +3.6

Other countries, total

2,656.6

 +12.2

 +5.7

Grand total

 11,239.9

 +5.5

 +4.0

Change % indicates the change when compared to the corresponding period of the previous year. The comparable change % has been calculated in local currencies and excluding the impact of acquisitions, divestments and other structural arrangements completed.

The reported sales for Kesko Group include the acquisitions and divestments completed in 2025 in accordance with the dates of completion. In Denmark, Roslev Trælasthandel A/S has been part of Kesko as of 1 February 2025, CF Petersen & Søn A/S as of 1 May 2025, and Tømmergaarden A/S as of 1 June 2025.

Number of delivery days in October 2026 compared to October 2025:

October

January-October

Grocery trade

 0

 0

Kespro

 -1

 -1

Building and technical trade, Finland

 -1

 -1

Building and technical trade, Sweden

 -1

 0

Building and technical trade, Norway

 -1

 -1

Building and technical trade, Denmark

 -1

 -1

Building and technical trade, Poland

 -1

 0

Car trade service business

 -1

 -1

Saturdays are wholesale delivery days in grocery trade but not in Kespro, building and technical trade, or the car trade service business. Delivery days do not have a marked impact on new or used car sales. Under normal circumstances, one delivery day has an approximately 2–4 percentage point impact on Kesko’s monthly sales, depending on the division.

Kesko publishes advance information on the retail sales of K Group stores quarterly in connection with interim reports.

Further information is available from Hanna Jaakkola, Vice President, Investor Relations, tel. +358 105 323 540.

Kesko Corporation

DISTRIBUTION Main news media www.kesko.fi