Fresh Competition And Market Shifts Will Shape Expansion Outlook Ahead

Analysts have reduced their fair value estimate for Freshpet from $79.31 to $76.06. They cite ongoing growth deceleration and rising competitive pressures in the pet food market as the primary reasons for this adjustment.

Freshpet’s analyst consensus price target has been revised down from $84.56 to $79.31. Analysts highlight slowing revenue growth and intensifying competition as key factors impacting the company’s outlook.

Analysts have trimmed Freshpet’s price target to $84.56 due to decelerating sales growth, heightened competition, and muted near-term catalysts. Analyst Commentary Ongoing deceleration in top-line growth trends undermining revenue momentum.

Freshpet’s consensus price target was revised down from $94.18 to $88.69 as analysts cite decelerating growth, rising competitive pressures (notably from Chewy’s fresh dog food), and a sector-wide valuation reset. Analyst Commentary Growth deceleration signals: Sequential sales growth at Freshpet is slowing versus prior years, with Q4 sales growth expectations below consensus due to increased competition.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased profit margin from 9.0% to 7.9% and increased future PE multiple from 50.7x to 56.6x.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased profit margin from 6.9% to 8.5% and decreased future PE multiple from 80.8x to 58.5x.