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Food, Beverage & Tobacco Swiss Investing Ideas
ARYZTA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Expansion, ESG Focus, And Tech Efficiencies Will Improve Future Profitability
Key Takeaways Strategic investments in innovation and production capacity expansion are poised to drive revenue growth and improve market positioning. Emphasis on ESG initiatives, operational efficiencies, and debt reduction supports profitability and appeals to ESG-conscious investors.
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CHF 91.16
FV
13.2% undervalued
intrinsic discount
2.72%
Revenue growth p.a.
Set Fair Value
0
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4
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7 days ago
author updated this narrative
Barry Callebaut
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Cocoa Volatility Will Squeeze Margins And Threaten Supply Chains
Key Takeaways Surging cocoa costs and climate-related supply risks are compressing margins, increasing supply chain pressure, and threatening profitability across future economic cycles. Structural shifts in consumer preferences toward healthier and alternative products, alongside rising substitutes, endanger legacy offerings and long-term revenue sustainability.
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CHF 790.00
FV
28.7% overvalued
intrinsic discount
-4.48%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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7 days ago
author updated this narrative
Chocoladefabriken Lindt & Sprüngli
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Cocoa Costs And Regulations Will Squeeze Margins Despite Tweaks
Key Takeaways Heightened health trends, regulatory hurdles, and saturated mature markets threaten long-term revenue growth and relevance for Lindt & Sprüngli's premium chocolate segment. Input cost volatility, ESG investment needs, and rising compliance expenses are likely to compress margins and challenge future profitability.
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CHF 97.00k
FV
30.1% overvalued
intrinsic discount
6.06%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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7 days ago
author updated this narrative
Barry Callebaut
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Future Farming Initiative And New Capacities Will Strengthen Supply Chains
Key Takeaways Strategic investments and supply chain expansions in North America and Asia aim to enhance revenue growth and stabilize future earnings. Secured bean supply and a focus on cost efficiencies are intended to stabilize input costs and improve net margins.
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CHF 1.24k
FV
18.0% undervalued
intrinsic discount
1.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
Chocoladefabriken Lindt & Sprüngli
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expansion Into Emerging Markets And Sustainability Efforts Will Strengthen Future Brand Appeal
Key Takeaways Expansion into emerging markets and premiumization trends are expected to drive significant revenue growth due to increased demand for premium chocolate. Strategic focus on innovation, sustainability, and operational efficiency aims to boost brand equity, attract eco-conscious consumers, and enhance earnings.
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CHF 0
FV
7.9% overvalued
intrinsic discount
6.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Nestlé
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Expanding Nescafé And PetCare Offerings Will Capture New Markets And Differentiate Products
Key Takeaways Strategic investments in advertising and product innovation drive brand visibility and market share, enhancing potential revenue growth. Focus on operational efficiency and emerging markets aims to boost sales growth and long-term competitiveness.
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CHF 89.84
FV
13.7% undervalued
intrinsic discount
1.44%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
123
users have followed this narrative
7 days ago
author updated this narrative
Barry Callebaut
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Global Urbanization And E-Commerce Will Expand Premium Markets
Key Takeaways Efficiency gains from operational streamlining and digital transformation are likely to boost profitability and margin recovery beyond current expectations. Leadership in sustainable sourcing and supply chain innovation strengthens pricing power and supports resilient growth amid rising global demand.
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CHF 2.00k
FV
49.2% undervalued
intrinsic discount
7.72%
Revenue growth p.a.
Set Fair Value
0
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0
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0
users have followed this narrative
9 days ago
author updated this narrative
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