Midsona: Feedback from ABGSC Investor Days - ABG

Well-positioned in a growing market
Reducing SKU's and suppliers to improve profitability
Expect market to re-enter its consolidation phase


A growing market with high willingness to pay

Today, we hosted Midsona's departing CEO Peter Åsberg at ABGSC's Investor Days. In the presentation, Mr. Åsberg highlighted that health and sustainability products are expected to outgrow the total grocery market by 1-2% p.a '21-'26e, and that the Nordic consumers have the highest per capita spend on organic foods. Furthermore, the company presented data showing that two-thirds of dry food consumers are willing to pay a premium for organic products.

Länk till analysen i sin helhet: https://cr.abgsc.com/foretag/midsona/Equity-research/2025/5/midsona---feedback-from-abgsc-investor-days/