Retail Food Group (RFG) Stock Overview
A food and beverage company, engages in the management of a multi-brand retail food and beverage franchise in Australia and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
RFG Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$1.2
FV
31.7% undervalued intrinsic discount29
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Retail Food Group Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$0.82 |
| 52 Week High | AU$2.24 |
| 52 Week Low | AU$0.56 |
| Beta | 0.84 |
| 1 Month Change | 24.24% |
| 3 Month Change | -20.00% |
| 1 Year Change | -57.07% |
| 3 Year Change | -56.38% |
| 5 Year Change | -69.85% |
| Change since IPO | -97.76% |
Recent News & Updates
New Narrative • Jun 17
Retail Food Group Stock Will Ride Cost Savings And New Brand Rollouts
Catalysts About Retail Food Group Retail Food Group is a multi brand retail food franchise manager that operates and supplies coffee, baked goods and quick service restaurant concepts across Australia and international markets. What are the underlying business or industry changes driving this perspective?
New Narrative • Jun 10
Retail Food Group (ASX: RFG) — Deep-Value Thesis
One-line thesis A capital-light, cash-generative multi-brand franchisor trading at ~3x EV/EBITDA and a ~30% normalised FCF yield, priced by the market for permanent ~6% annual decline — when the actual setup is a confirmed coffee-margin tailwind, an accelerating cost-out, and a near-term earnings inflection. The catch, and the reason it's cheap, is a single-lender balance sheet with negative tangible equity and an August 2027 refinancing wall.
New Narrative • Jun 03
Execution Risks Around Cost Savings And New Concepts Will Eventually Reshape Earnings Profile
Catalysts About Retail Food Group Retail Food Group operates a portfolio of retail food franchise brands along with vertically integrated coffee and bakery manufacturing operations. What are the underlying business or industry changes driving this perspective?Recent updates
New Narrative • Jun 17
Retail Food Group Stock Will Ride Cost Savings And New Brand Rollouts
Catalysts About Retail Food Group Retail Food Group is a multi brand retail food franchise manager that operates and supplies coffee, baked goods and quick service restaurant concepts across Australia and international markets. What are the underlying business or industry changes driving this perspective?New Narrative • Jun 10
Retail Food Group (ASX: RFG) — Deep-Value Thesis
One-line thesis A capital-light, cash-generative multi-brand franchisor trading at ~3x EV/EBITDA and a ~30% normalised FCF yield, priced by the market for permanent ~6% annual decline — when the actual setup is a confirmed coffee-margin tailwind, an accelerating cost-out, and a near-term earnings inflection. The catch, and the reason it's cheap, is a single-lender balance sheet with negative tangible equity and an August 2027 refinancing wall.New Narrative • Jun 03
Execution Risks Around Cost Savings And New Concepts Will Eventually Reshape Earnings Profile
Catalysts About Retail Food Group Retail Food Group operates a portfolio of retail food franchise brands along with vertically integrated coffee and bakery manufacturing operations. What are the underlying business or industry changes driving this perspective?Analysis Article • Nov 20
Retail Food Group Limited (ASX:RFG) Surges 29% Yet Its Low P/S Is No Reason For Excitement
Retail Food Group Limited ( ASX:RFG ) shareholders would be excited to see that the share price has had a great month...Analysis Article • Sep 06
Lacklustre Performance Is Driving Retail Food Group Limited's (ASX:RFG) 25% Price Drop
Retail Food Group Limited ( ASX:RFG ) shareholders won't be pleased to see that the share price has had a very rough...Analysis Article • Aug 15
Retail Food Group (ASX:RFG) Is Experiencing Growth In Returns On Capital
ASX:RFG 1 Year Share Price vs Fair Value Explore Retail Food Group's Fair Values from the Community and select yours...Analysis Article • Apr 08
Does Retail Food Group (ASX:RFG) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Jan 14
Market Participants Recognise Retail Food Group Limited's (ASX:RFG) Revenues
It's not a stretch to say that Retail Food Group Limited's ( ASX:RFG ) price-to-sales (or "P/S") ratio of 1.1x right...Analysis Article • Dec 12
Is It Too Late To Consider Buying Retail Food Group Limited (ASX:RFG)?
While Retail Food Group Limited ( ASX:RFG ) might not have the largest market cap around , it saw significant share...Analysis Article • Nov 13
We Like These Underlying Return On Capital Trends At Retail Food Group (ASX:RFG)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analysis Article • Jun 13
Why Investors Shouldn't Be Surprised By Retail Food Group Limited's (ASX:RFG) P/S
There wouldn't be many who think Retail Food Group Limited's ( ASX:RFG ) price-to-sales (or "P/S") ratio of 1.6x is...Analysis Article • Jan 06
Retail Food Group Limited (ASX:RFG) Soars 27% But It's A Story Of Risk Vs Reward
Despite an already strong run, Retail Food Group Limited ( ASX:RFG ) shares have been powering on, with a gain of 27...Analysis Article • Dec 02
Retail Food Group Limited's (ASX:RFG) Intrinsic Value Is Potentially 90% Above Its Share Price
Key Insights The projected fair value for Retail Food Group is AU$0.12 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Nov 01
Is Retail Food Group (ASX:RFG) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Jun 08
Here's What's Concerning About Retail Food Group's (ASX:RFG) Returns On Capital
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Analysis Article • Apr 28
Retail Food Group (ASX:RFG) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Feb 16
These Return Metrics Don't Make Retail Food Group (ASX:RFG) Look Too Strong
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Analysis Article • Dec 26
Should You Think About Buying Retail Food Group Limited (ASX:RFG) Now?
Retail Food Group Limited ( ASX:RFG ), is not the largest company out there, but it saw a significant share price rise...Analysis Article • Dec 05
Retail Food Group (ASX:RFG) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Nov 18
Is There An Opportunity With Retail Food Group Limited's (ASX:RFG) 23% Undervaluation?
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Retail Food Group...Analysis Article • Sep 02
Is There Now An Opportunity In Retail Food Group Limited (ASX:RFG)?
Retail Food Group Limited ( ASX:RFG ), is not the largest company out there, but it led the ASX gainers with a...Analysis Article • Jul 22
Retail Food Group Limited's (ASX:RFG) Intrinsic Value Is Potentially 90% Above Its Share Price
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Retail Food Group...Analysis Article • Jun 14
The Returns On Capital At Retail Food Group (ASX:RFG) Don't Inspire Confidence
When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Analysis Article • May 10
Does Retail Food Group (ASX:RFG) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Mar 18
Is Retail Food Group (ASX:RFG) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Jan 24
Here's Why We Don't Think Retail Food Group's (ASX:RFG) Statutory Earnings Reflect Its Underlying Earnings Potential
As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...Analysis Article • Nov 30
Does Retail Food Group (ASX:RFG) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Shareholder Returns
| RFG | AU Hospitality | AU Market | |
|---|---|---|---|
| 7D | 27.1% | 3.4% | -0.9% |
| 1Y | -57.1% | -9.6% | 3.6% |
Return vs Industry: RFG underperformed the Australian Hospitality industry which returned -12.9% over the past year.
Return vs Market: RFG underperformed the Australian Market which returned 3.3% over the past year.
Price Volatility
| RFG volatility | |
|---|---|
| RFG Average Weekly Movement | 9.1% |
| Hospitality Industry Average Movement | 7.9% |
| Market Average Movement | 10.2% |
| 10% most volatile stocks in AU Market | 17.5% |
| 10% least volatile stocks in AU Market | 4.0% |
Stable Share Price: RFG has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: RFG's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1989 | n/a | Matt Marshall | www.rfg.com.au |
Retail Food Group Limited, a food and beverage company, engages in the management of a multi-brand retail food and beverage franchise in Australia and internationally. It operates in Café, Coffee, Bakery; and Quick Service Restaurants (QSR) segments. The company is involved in the ownership of intellectual properties; the development and management of coffee roasting, pie, and baked product manufacturing facilities; and the wholesale supply of coffee and allied products, and pies and baked products.
Retail Food Group Limited Fundamentals Summary
| RFG fundamental statistics | |
|---|---|
| Market cap | AU$53.41m |
| Earnings (TTM) | -AU$20.26m |
| Revenue (TTM) | AU$136.16m |
0.4x
P/S Ratio-2.6x
P/E RatioIs RFG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| RFG income statement (TTM) | |
|---|---|
| Revenue | AU$136.16m |
| Cost of Revenue | AU$45.43m |
| Gross Profit | AU$90.74m |
| Other Expenses | AU$111.00m |
| Earnings | -AU$20.26m |
Last Reported Earnings
Dec 26, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.32 |
| Gross Margin | 66.64% |
| Net Profit Margin | -14.88% |
| Debt/Equity Ratio | 16.6% |
How did RFG perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/22 04:18 |
| End of Day Share Price | 2026/06/22 00:00 |
| Earnings | 2025/12/26 |
| Annual Earnings | 2025/06/27 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Retail Food Group Limited is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Chamithri Ratnapala | Bell Potter |
| Alva DeVoy | CGS International |
| Alexander Mees | J.P. Morgan |