Clas Ohlson on Wednesday released its fourth-quarter financial results, showing a notable improvement in both top-line and profitability metrics. Net sales for the quarter were SEK 2.61 billion, representing an 11% increase compared with the same period a year earlier. The company reported that 9% of that growth was organic.
Profitability strengthened significantly during the quarter. Operating profit rose to SEK 180 million, a 66% year-over-year increase. Net income for the period amounted to SEK 139 million, and earnings per share were reported at SEK 2.18.
The board has put forward a proposal for a total dividend of SEK 14 per share. The company said this dividend figure includes an extraordinary component in addition to a regular payout.
Digital sales were a major contributor to the quarterly performance. Online revenue increased 25% year-over-year and accounted for 24% of total net sales in the quarter. Management attributed part of the sales momentum to ongoing product range updates, highlighting additions such as new outdoor lighting and garden equipment that helped draw increased customer traffic.
Store network activity also played a role in the company’s organic growth. Clas Ohlson noted that new store openings toward the end of the quarter contributed to sales growth and expanded customer access to its offerings.
Looking ahead, Clas Ohlson outlined a plan to invest about SEK 600 million in the 2026/27 fiscal year. The company indicated that the bulk of this planned expenditure will be directed toward its logistics operations.
On channel dynamics, the company expects e-commerce to continue growing at a faster pace than overall sales. Clas Ohlson also signaled that it will present fresh financial targets covering the next three years at an upcoming Capital Markets Day.
These results reflect a period in which online penetration and targeted product assortment changes coincided with incremental store openings and a larger planned capital allocation toward logistics. The company’s next public updates will include the new multi-year financial targets announced for discussion at the Capital Markets Day.