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Collins Foods Community
ASX:CKF Community
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Collins Foods
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Collins Foods
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Every Day Value Strategies And Tech Investments Will Improve Efficiency And Customer Engagement
Key Takeaways Growth in digital revenue channels and KFC store remodels could boost customer engagement, sales, and margins. Strategic technology, sustainability investments, and a strong balance sheet may enhance efficiencies, support M&A, and drive long-term earnings growth.
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AU$10.38
FV
11.8% undervalued
intrinsic discount
5.49%
Revenue growth p.a.
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5 days ago
author updated this narrative
Collins Foods
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Digital Ordering And Kiosk Rollout Will Fuel Secular Consumer Demand
Key Takeaways Rapid digital adoption and AI-driven efficiency boost margins, sales growth, and sustained profit gains beyond market expectations. Expansion and capital redeployment focus on high-return regions, positioning the company for strong network growth and resilient earnings.
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AU$13.39
FV
31.7% undervalued
intrinsic discount
6.90%
Revenue growth p.a.
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5 days ago
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Collins Foods
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Australian And European Mandates Will Squeeze Margins Amid Cost Hikes
Key Takeaways Regulatory changes, rising labor and supply costs, and sustainability mandates are compressing margins and increasing operational risks for Collins Foods. Shifting consumer preferences and growing competition from healthier and digital-first concepts threaten sales growth and heighten single-brand dependency vulnerabilities.
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AU$8.40
FV
8.9% overvalued
intrinsic discount
4.57%
Revenue growth p.a.
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16 days ago
author updated this narrative
Your Valuation for
CKF
CKF
Collins Foods
Your Fair Value
AU$
Current Price
AU$9.15
20.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-11m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue AU$2.0b
Earnings AU$11.7m
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