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Consumer Defensive · Food Distribution · SE

Cheffelo AB CHEF

kr81.40 · close of Nov 6, 2026
AI score · Solid · analysis Dec 23, 2025
6.2 of 10

Management holds this up; Optionality is the soft spot.

Moat5.0
Management8.0
Valuation7.0
Risk · 10 = lowest6.0
Business model6.0
Optionality5.0
Fair value
AI fair value
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Base case
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the single most likely path
Analyst consensus
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12-month target
Price
kr81.40
The business

Cheffelo AB (publ) provides subscription-based meal kit solutions to various customers in Sweden, Norway, and Denmark. The company operates under the Linas Matkasse, Godtlevert, Adams Matkasse, and RetNemt brand names. The company was formerly known as LMK Group AB (publ) and changed its name to Cheffelo AB (publ) in October 2023. The company was founded in 2008 and is headquartered in Sundbyberg, Sweden.

Last report Nov 4, 2026

Write why this business works, set your own fair value, and let the briefing speak only when a rule you wrote is crossed.

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General investment analysis · not personalized advice · the figures carry their dates