Update shared on27 Sep 2025
Fair value Decreased 2.30%Kerry Group's consensus price target has been modestly reduced to €100.36, reflecting analyst concerns over softer volume growth, persistent margin pressures, and weaker consumer sentiment, despite confidence in long-term fundamentals.
Analyst Commentary
- Bullish analysts lowered targets modestly to reflect near-term headwinds but maintained positive ratings, indicating confidence in the long-term fundamentals.
- Price target reductions cited softer-than-expected volume growth in core markets.
- Margin pressures from inflation and cost passthrough challenges influenced the recalibration of expectations.
- Slower pace of recovery in consumer sentiment and demand weighed on earnings forecasts.
- Cautious updates followed slightly weaker recent trading updates and a less optimistic macroeconomic outlook for the sector.
What's in the News
- Kerry Group reaffirmed its full-year 2025 constant currency EPS guidance, indicating no change to the previously issued range.
Valuation Changes
Summary of Valuation Changes for Kerry Group
- The Consensus Analyst Price Target has fallen slightly from €102.73 to €100.36.
- The Future P/E for Kerry Group remained effectively unchanged, moving only marginally from 18.34x to 18.03x.
- The Consensus Revenue Growth forecasts for Kerry Group remained effectively unchanged, at 3.6% per annum.
Disclaimer
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