Verkkokauppa.com: Gross margin gains drive estimate upgrades - SEB

Verkkokauppa.com sees an overall improvement in Finnish consumer sentiment, despite confidence easing in September after approaching pre-war levels in August 2026. This has yet to translate into stronger electronics demand, as such purchases are typically more discretionary and investment-like. However, many devices bought during the pandemic are now approaching the end of their typical three-to-five-year replacement cycle.

Länk till analysen i sin helhet: https://research.sebgroup.com/corporate/reports/144868