We think the Q4 run-rate is a good proxy for performance in 2023, which is relatively in line with consensus expectations. We therefore do not expect any significant changes to estimates.
Visibility for improved margins strengthened in Q4
The share has been relatively weak into numbers on fear of a weaker market. The trends look good to us however, and G5 delivered a good report in line with expectations. On the positive side also, 37% of staff is now relocated and sales volumes through the G5 store is really picking up which drives a higher margin. Conf call at 8.00 CET.
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