Grocery retail and private label

“Dessa aktörer är enligt vår uppfattning inte beroende av enskilda varumärken och kan hålla tillbaka prisökningar samt föranleda ökade marknadsföringsinsatser. Om dessa aktörer breddar sina sortiment av produkter under egna varumärken skulle det leda till ytterligare konkurrens och en ökad prispress.”

Annual report 2024A · The company itself

“Kunderna är främst kedjor inom dagligvaruhandel, apotekshandel, hälsofackhandel och övrig fackhandel samt aktörer inom food service och livsmedelsindustrin.”

Annual report 2024A · The company itself

“Sortimentet är främst tillgängligt i dagligvaruhandeln.”

Annual report 2024A · The company itself

“Alla produkter är certifierade utan palmolja. Happy Bios produkter säljs primärt i dagligvaruhandeln i Frankrike och Belgien och med tillväxtambitioner i Spanien.”

Annual report 2024A · The company itself

“Dessa fastigheter står starkare än storstäder när det gäller lokala kundflöden, då de tillgodoser invånarnas behov inom dagligvaruhandel och sällanköpshandel.”

Annual report 2024A · The company itself

“Livsmedelsbutikerna var först ut med att byta ut sin teknik.”

Annual report 2024A · The company itself

“growth has been particularly strong in the modern off-trade and ecommerce channels”

Annual report 2025A · The company itself

“The company sold 100 apartments, with another 2 reserved and 3 still available. ƒ For the ground-floor retail space of the Moje Bielany project, CeMat has entered into lease agreements with Jeronimo Martins Polska S.A.(Biedronka supermarket) and Maxi Zoo.”

Annual report 2025A · The company itself

“Den fysiska detaljhandeln har varit under tryck från e-handeln då allt fler konsumenter väljer att handla över nätet. Detta gäller dock inte segmentet livsmedelshandel och dagligvaror där e-handelns andel av den totala handelsvolymen i Norden är fortsatt relativ låg av total volym.”

Annual report 2024A · The company itself

“Cibus är specialiserat på att äga och förvalta fastigheter med hyresgäster verksamma inom livsmedels- och dagligvaruhandeln, vilka i allmänhet har två huvudsakliga kännetecken som skiljer dem från de flesta andra typer av handelsfastigheter.”

Annual report 2024A · The company itself

“Samhällens ekonomiska, sociala och kulturella rättigheter x x Faktisk positiv påverkan Genom att äga fastigheter uthyrda till attraktiva dagligvarukedjor bidrar Cibus till att göra matbutiker och service tillgängliga i olika stadsdelar och på mindre orter. x x x x Potentiell negativ påverkan Otillräckliga löner till anställda i värdekedjan kan påverka hela samhällen. x Satsningar på goda butikslägen med ledande aktörer samt vårt ansvarsfulla agerande bidrar till levande närsamhällen och att människor kan tillgodose en rad av sina behov.”

Annual report 2024A · The company itself

“Efter en framgångsrik börsnotering i december är vårt tidigare onoterade innehav Apotea numera vårt näst största direktägda noterade innehav. Under sin korta tid som noterat bolag levererade Apotea (SEK 86 mn/43 procent) en mycket imponerande avkastning under 2024.”

Annual report 2024A · The company itself

“•Our Imaging & Identification segment supplies precision marking and coding, product traceability, brand protection and digital textile printing equipment, as well as related consumables, software and services to the global packaged and consumer goods, pharmaceutical, industrial manufacturing, textile and other end-markets. •Our Pumps & Process Solutions segment manufactures specialty pumps and flow meters, fluid transfer connectors, highly engineered precision components, instruments and digital controls for rotating and reciprocating machines, polymer processing equipment, measurement, inspection, and control technologies, serving single-use biopharmaceutical production, diversified industrial manufacturing applications, chemical production, plastics and polymer processing, midstream and downstream oil and gas, clean energy markets, thermal management, wire and cable, food and beverage, semiconductor production and medical applications and other end-markets. •Our Climate & Sustainability Technologies segment is a provider of innovative and energy-efficient equipment, components, solutions, services and parts for the commercial refrigeration, heating and cooling and beverage can-making equipment end-markets.”

Annual report 2025A · The company itself

“Table of Contents Imaging & Identification The companies in our Imaging & Identification segment are global suppliers of precision marking and coding, product traceability, brand protection, and digital textile printing equipment and solutions, as well as related consumables, software and services. Our marking and coding businesses primarily design and manufacture equipment and consumables used for printing variable information (such as bar codes, dates, and serial numbers) on fast-moving consumer goods, provide serialization solutions for pharmaceutical customers, and develop supply chain traceability solutions capitalizing on expanding food and product safety, supply chain traceability and brand protection requirements.”

Annual report 2025A · The company itself

“FMCG customers often demand agile flexibility from their logistics partners.”

Annual report 2024A · The company itself

“Since the acquisition of Kammac in 2023, another important part of the customer segment Other is FMCG, including the beverage industry. Here, the Group provides third-party logistics services with great range, including warehousing of both finished products and brewing materials, e-commerce fulfillment and transport.”

Annual report 2024A · The company itself

“This includes data centers, telecommunication, retail, banking, energy, healthcare, convenience stores, grocery stores, restaurants, governments, and other commercial & industrial applications.”

Annual report 2025A · The company itself

“Utveckling: Cirka 850 bostäder, dagligvaruhandel, övrig handel, skola, förskola. Den första etappen omfattar 252 bostäder, en livsmedelsbutik och en grundskola. Genova har tecknat ett 20-årigt hyresavtal med Raoul Wallenbergskolan för skola F-9 och en avsiktsförklaring med Axfood.”

Annual report 2024A · The company itself

“tabet af en større private label aftale i Americas medførte samlet faldende omsætning i eksportforretningen”

Annual report 2026B · From the report

“fravalg af private label aftaler med lav indtjening i Tyskland trak i modsat retning”

Annual report 2026A · The company itself

“Vores kunder er supermarkedskæder og andre virksomheder i detailhandlen samt fødeog drikkevarevirksomheder”

Annual report 2026A · The company itself

“Customer product sales are with specialty pharmaceutical distributors, wholesalers and certain public and private institutions, some of whose financial obligations are funded by various government agencies.”

Annual report 2025A · The company itself

“2) Kundgrupperna är indelade efter de branscher inom vilka kunderna verkar. Övriga kundgrupper består till stor del av distributörer, konsumentelektronik, apotek och hälsa/skönhet.”

Annual report 2024A · The company itself

“From time to time, our customers reevaluate their mix of product offerings, and consumers have the option to purchase private label or other competitive products instead of our branded products.”

Annual report 2025A · The company itself

“Our principal competitors are food, snack and beverage companies that operate globally, regionally and locally, and, in many markets, include retailers with their own branded and private label products.”

Annual report 2025A · The company itself

“Kundegrundlaget for adresseløse tryksager består af 700-800 detailkunder på nationalt, regionalt og lokalt niveau”

Annual report 2025A · The company itself

“Konsernet er en av Nordens største leverandører av merkevarer og produkter til dagligvaremarkedet.”

Annual report 2024A · The company itself

“Kjønnsfordeling Prioriterte virksomhetsprosesser → Basisår for klimagassutslipp og avkarboniseringsplan → Plan for positiv menneskerettighetspåvirkning → Utviklet strategiske ESG mål for 2030 ESG tiltak 2024 Orkla Foods tilbyr velkjente lokale merkevarer til konsumenter i Norden, Baltikum og Sentral- Europa, med markedsledende posisjoner på tvers av en rekke attraktive kategorier, deriblant i dypfryst pizza, ketchup, påleggsprodukter og ferdigretter.”

Annual report 2024A · The company itself

“Orkla India tilbyr kunder over hele India et bredt utvalg av matvarer, med hovedvekt på krydder og krydderblandinger, gjennom velkjente lokale merkevarer med sterke røtter i Sør-India.”

Annual report 2024A · The company itself

“In this changing retail landscape, retailers and buying groups are shifting traditional value propositions, removing our products or otherwise reducing shelf space allocated to our products and focusing on introducing and developing private-label brands.”

Annual report 2025A · The company itself

“Q4 • Den finländska kooperativa detaljhandelskedjan S-gruppen installerar Pricers butikslösning i fler än 100 butiker.”

Annual report 2024A · The company itself

“De är verksamma i marknader med stark tillväxt, exempelvis teknik konsulttjänster, energi effektiv belysning, hållbara lättvikts konstruk tioner och förnybar energi, modern dagligvaruhandel, farmakologi och eftermarknads lösningar.”

Annual report 2024A · The company itself

“Med en kundbas bestående av världens största dagligvaruhandelskedjor och varumärkesleverantörer är bolaget ledande på den europeiska marknaden inom sin nisch.”

Annual report 2024A · The company itself

“Bolagen i affärsområdet delas in i segmenten Product Solutions och Industrial Services, och är exponerade mot marknader med stark tillväxt – exempelvis förnybar energi, dagligvaruhandel, farmakologi och eftermarknadslösningar.”

Annual report 2024A · The company itself

“In addition, while our grocery tenants span a range of different formats, traditional grocers have seen, and may continue to see, loss of business to non-traditional grocers (such as Walmart, and Target), "discount grocers" (such as Aldi and Dollar General) and "specialty grocers" (such as Whole Foods, Trader Joe's and Fresh Market), which may also impact foot traffic at some of our centers.”

Annual report 2025A · The company itself

“Our goals are to: • Own and manage a portfolio of high-quality neighborhood and community shopping centers anchored primarily by market leading grocers and principally located in suburban trade areas in the most desirable metro areas in the United States. We believe that this strategy will result in highly desirable and attractive centers with best-in-class retailers. These centers should command higher rental and occupancy rates resulting in excellent prospects to grow net operating income ("NOI"); • Create shareholder value by increasing earnings and dividends per share that generate total returns at or near the top of our shopping center peers; • Maintain an industry leading, disciplined development and redevelopment platform to create exceptional retail centers that deliver favorable returns; and • Support our business activities with a conservative capital structure, including a strong balance sheet with sufficient liquidity to meet our capital needs together with a carefully constructed debt maturity profile.”

Annual report 2025A · The company itself

“As of December 31, 2025, we had full or partial equity ownership interests in 481 properties, primarily anchored by market leading grocery stores, encompassing approximately 58.4 million square feet ("SF") of gross leasable area ("GLA"). Our Pro-rata share of this GLA is approximately 50.5 million SF, including our share of properties owned through unconsolidated real estate partnerships. We are a preeminent national owner, operator, and developer of neighborhood and community shopping centers predominantly located in suburban trade areas with compelling demographics.”

Annual report 2025A · The company itself

“There are numerous companies and individuals engaged in our line of business that compete with us in our targeted markets, including grocery store chains that own shopping centers and also anchor some of our shopping centers.”

Annual report 2025A · The company itself

“Our customers include distributors, wholesalers, retailers, and direct partners such as bars, restaurants, and other on-trade outlets”

Annual report 2025A · The company itself

“Demand remained stable, with a focus on acquiring new customers, especially among municipalities and forestry clients.”

Annual report 2025A · The company itself

“In many product categories, we compete not only with other widely advertised branded products, but also with private label products that generally are sold at lower prices.”

Annual report 2025A · The company itself

“FI 2023 82 43 % Vitec Nordman Dagligvaruhandel i Sverige.”

Annual report 2024A · The company itself