Expanding Premium Segments And Global Reach Will Unlock Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

02 Mar 25

Updated

13 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

68.5%

7D

0.3%

Loading

1Y

68.5%

7D

0.3%

You can edit this narrative until Sep 14 10:13 AM. Then, changes will post as Updates.

Author's Valuation

€29.397.8% overvalued

AnalystConsensusTarget Fair Value

Shared on 13 Sep 25

Fair value Increased 4.81%

The consensus price target for JDE Peet's was raised to €29.39 as analysts factored in the all-cash acquisition offer by Keurig Dr Pepper—seen supportive by bulls but criticized by bears for valuation and leverage concerns—while also reflecting anticipated operational improvements and acceptance of the deal as capping upside. Analyst Commentary Bullish analysts highlight the EUR 31.85 per share all-cash acquisition of JDE Peet's by Keurig Dr Pepper as supportive for the current price level.

Shared on 27 Aug 25

Fair value Increased 8.16%

The consensus price target for JDE Peet’s has increased as analysts factor in the EUR 31.85 per share cash offer from Keurig Dr Pepper, anticipated operational improvements, and strategic refocusing, driving the fair value up from €25.93 to €28.04. Analyst Commentary The acquisition of JDE Peet's by Keurig Dr Pepper led bullish analysts to align price targets with the EUR 31.85 per share cash offer, reflecting the agreed upon takeout price.

Shared on 04 Aug 25

Fair value Increased 6.93%

Despite a notable downgrade in revenue growth forecasts, a modest improvement in net profit margin has supported an upward revision in JDE Peet's consensus analyst price target from €24.25 to €25.61. What's in the News JDE Peet's completed the repurchase of 4,345,718 shares, representing 0.89% of shares, for €95 million under the buyback announced in February 2025.

Shared on 01 May 25

Fair value Increased 9.76%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 8.68%

AnalystConsensusTarget has increased revenue growth from 3.8% to 4.4%.

AnalystConsensusTarget Fair Value

€29.39

7.8% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

3.23%

Food revenue growth rate

0.40%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.17%

Calculation

€836.46m

Earnings '28

x

19.40x

PE Ratio '28

=

€16.22b

Market Cap '28

€16.22b

Market Cap '28

/

477.41m

No. shares '28

=

€33.98

Share Price '28

€33.98 Share Price '28

Discounted to 2025 @ 4.99% p.a.

=

€29.37

Fair Value '25