The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Stefan Stjernholm - Handelsbanken Capital Markets - Analyst
: Hi. Stefan here. I'll start off with a question for Anders and EQPE. How do you see the potential to expand into new categories?
Anders Aspgsrd - SkiStar AB - Head of SkiStarshop - E-commerce, Retail & Rental/GM EQPE
Thank you for the question. We look into new categories all the time. And we have been growing the assortment into new categories and
wider product lines for each year during this growth period.
Question: Stefan Stjernholm - Handelsbanken Capital Markets - Analyst
: A lot going on obviously. And then -- yeah, good. And regarding the property segment, new transaction this quarter, can you give an update
on the pipeline? What's ongoing or if you are about to start up any new projects?
Question: Stefan Stjernholm - Handelsbanken Capital Markets - Analyst
: Yeah. So short term, it's focused on SSlen. Is that due to a problem with permission on other destinations?
Question: Stefan Stjernholm - Handelsbanken Capital Markets - Analyst
: Okay, thank you for that update. And last question from my side, 90% of beds booked up until week 10. How far can you get? It is fair to
assume 95%, or I think you are targeting 100%, but I think that's --?
Question: Stefan Stjernholm - Handelsbanken Capital Markets - Analyst
: No further questions from my side.
Question: Karl-Johan Bonnevier - DNB Carnegie Investment Bank AB - Analyst
: Good morning, Stefan, Sara, and Anders. Just a couple of follow-ups just to get a feel. How do you feel about the product that you now look
to be able to deliver for Christmas and New Year? It started off very nice with cold weather in November, you were already start. But I
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understand that the lot of rain of late has maybe made the slopes quite restricted in quite a few of the resorts. And given the booking pattern
coming up to Christmas with a lot of people joining you, do you feel that you can deliver a good product?
Question: Karl-Johan Bonnevier - DNB Carnegie Investment Bank AB - Analyst
: Sounds lovely. And when you look at the importance of a strong Christmas, New Year season for them, creating maybe repeat demand to
drive Easter and the postseason, so to say, is that a big factor in bridging that gap that you have for the moment?
Question: Karl-Johan Bonnevier - DNB Carnegie Investment Bank AB - Analyst
: I like your confidence. I heard you mentioned, Stefan, or reiterated the contribution of SEK70 million to SEK100 million from the property
and exploration operation. How do you see that in current years, per se? Because I heard also your comments to Stefan's earlier question
about how the pipeline looks for the moment. Is it logical to still believe that this year will be more in line with what we have seen for the
last two years?
Question: Karl-Johan Bonnevier - DNB Carnegie Investment Bank AB - Analyst
: Good to hear. And Sara, you talked about the CapEx levels and what you're going through for the mountains. Is still a good proxy for this
year ending up around SEK650 million in CapEx?
Question: Karl-Johan Bonnevier - DNB Carnegie Investment Bank AB - Analyst
: Excellent. And Anders, on EQPE, you mentioned how you feature your own products in the store and similar kind of thing. Could you mention
how you try to work with the pricing strategy against the top brands?
Anders Aspgsrd - SkiStar AB - Head of SkiStarshop - E-commerce, Retail & Rental/GM EQPE
Sorry, I didn't hear the last part. Did you ask about the pricing strategy?
Question: Karl-Johan Bonnevier - DNB Carnegie Investment Bank AB - Analyst
: And just walking around in Stockholm, I noticed a lot of youngsters wearing EQPE gear also in downtown Stockholm, so to say. Is that a
good kind of entry to get the brand working to catch the youngster and then maybe also getting the elders involved that might just use it
at the ski resort?
Anders Aspgsrd - SkiStar AB - Head of SkiStarshop - E-commerce, Retail & Rental/GM EQPE
Absolutely. I mean, the youth business comes from the family customer, and that's the SkiStar customer. So we're really happy that we sell
a lot to women, a lot to men, a lot to kids. And I mean, looking at the kids, we produce the products to work both in ski slopes and at the
schoolyard. So when I see EQPE products when I leave my kids at school, then I'm really satisfied.
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