View ValuationAcomo 将来の成長Future 基準チェック /06Acomoの収益は年間1.7%で減少すると予測されていますが、年間収益は年間4.7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に15% 0.9%なると予測されています。主要情報-1.7%収益成長率-0.86%EPS成長率Consumer Retailing 収益成長9.3%収益成長率4.7%将来の株主資本利益率15.00%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • Apr 21Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.3%).New Risk • Mar 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: €2.47 (vs €1.53 in FY 2024)Full year 2025 results: EPS: €2.47 (up from €1.53 in FY 2024). Revenue: €1.46b (up 7.4% from FY 2024). Net income: €73.0m (up 62% from FY 2024). Profit margin: 5.0% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 08First half dividend increased to €1.40Dividend of €1.40 is 65% higher than last year. Ex-date: 28th April 2026 Payment date: 7th May 2026 Dividend yield will be 7.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 06Acomo N.V. to Report First Half, 2026 Results on Jul 28, 2026Acomo N.V. announced that they will report first half, 2026 results on Jul 28, 2026New Risk • Feb 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).New Risk • Jan 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).Board Change • Nov 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 24+ 1 more updateAcomo N.V. to Report Fiscal Year 2025 Results on Mar 05, 2026Acomo N.V. announced that they will report fiscal year 2025 results Pre-Market on Mar 05, 2026お知らせ • Oct 07Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders.Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders on October 6, 2025. As part of the acquisition, Manuzzi will continue doing business under its own using the well-known Manuzzi brand and will jointly operate with Acomo Group company Delinuts Netherlands to closely cooperate and explore new markets and business opportunities together. Manuzzi will join Acomo’s Spices & Nuts segment. The acquisition is subject to customary closing conditions and is expected to close in Q4 of 2025. NautaDutilh N.V. acted as legal advisor for Acomo N.V. KPMG International Cooperative acted as tax due diligence provider for Acomo N.V. Deloitte Financial Advisory Services B.V. acted as financial due diligence provider for Acomo N.V. Vitale&Co. S.P.A. acted as financial advisor for Hyle Capital Partners SGR SpA and other minority shareholders. ADVANT Nctm acted as legal advisor for Hyle Capital Partners SGR SpA and other minority shareholders. Spada Partners Associazione Professionale acted as accountant for Hyle Capital Partners SGR SpA and other minority shareholders.Board Change • Sep 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Aug 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30First half 2025 earnings released: EPS: €1.42 (vs €0.61 in 1H 2024)First half 2025 results: EPS: €1.42 (up from €0.61 in 1H 2024). Revenue: €758.4m (up 14% from 1H 2024). Net income: €42.1m (up 135% from 1H 2024). Profit margin: 5.6% (up from 2.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.Board Change • Jul 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Mar 25Final dividend increased to €0.85Dividend of €0.85 is 13% higher than last year. Ex-date: 29th April 2025 Payment date: 7th May 2025 Dividend yield will be 5.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Board Change • Mar 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Mar 16Final dividend increased to €0.85Dividend of €0.85 is 13% higher than last year. Ex-date: 29th April 2025 Payment date: 7th May 2025 Dividend yield will be 6.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Board Change • Mar 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 11Full year 2024 earnings released: EPS: €1.53 (vs €1.34 in FY 2023)Full year 2024 results: EPS: €1.53 (up from €1.34 in FY 2023). Revenue: €1.36b (up 7.6% from FY 2023). Net income: €45.2m (up 14% from FY 2023). Profit margin: 3.3% (up from 3.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.2% p.a. on average during the next 2 years, while revenues in the Consumer Retailing industry in Europe are expected to grow by 4.9%.お知らせ • Mar 08Acomo N.V. to Report First Half, 2025 Results on Jul 22, 2025Acomo N.V. announced that they will report first half, 2025 results on Jul 22, 2025Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 25Acomo N.V., Annual General Meeting, Apr 25, 2025Acomo N.V., Annual General Meeting, Apr 25, 2025.Board Change • Oct 22Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 03Acomo N.V. entered into an agreement to acquire Caldic Food Service & Retail Sweden AB.Acomo N.V. entered into an agreement to acquire Caldic Food Service & Retail Sweden AB on July 1, 2024. After the closing of the transaction, FSR will be renamed to Delinuts Nordics and will jointly operate with Delinuts Netherlands. The transaction is subject to approval by the investment authorities in FSR's home market of Sweden. The transaction is subject to customary closing conditions, including Swedish Foreign Direct Investment(“FDI”) approval. The transaction is expected to be closed in the current third quarter of 2024.Upcoming Dividend • Apr 23Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 08 May 2024. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.2%).Recent Insider Transactions • Apr 04CFO & Executive Director recently bought €202k worth of stockOn the 27th of March, Allard Goldschmeding bought around 12k shares on-market at roughly €17.56 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Allard's only on-market trade for the last 12 months.Reported Earnings • Mar 11Full year 2023 earnings released: EPS: €1.34 (vs €1.85 in FY 2022)Full year 2023 results: EPS: €1.34 (down from €1.85 in FY 2022). Revenue: €1.27b (down 11% from FY 2022). Net income: €39.7m (down 27% from FY 2022). Profit margin: 3.1% (down from 3.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 22Acomo N.V., Annual General Meeting, Apr 26, 2024Acomo N.V., Annual General Meeting, Apr 26, 2024, at 10:30 Central European Standard Time.New Risk • Feb 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (64% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jul 28First half 2023 earnings released: EPS: €0.75 (vs €1.05 in 1H 2022)First half 2023 results: EPS: €0.75 (down from €1.05 in 1H 2022). Revenue: €668.0m (down 6.2% from 1H 2022). Net income: €22.2m (down 29% from 1H 2022). Profit margin: 3.3% (down from 4.4% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26+ 1 more updateAcomo N.V. to Report Fiscal Year 2023 Results on Mar 08, 2024Acomo N.V. announced that they will report fiscal year 2023 results on Mar 08, 2024Upcoming Dividend • Apr 18Upcoming dividend of €0.80 per share at 7.0% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (4.6%).Reported Earnings • Feb 22Full year 2022 earnings released: EPS: €1.85 (vs €1.82 in FY 2021)Full year 2022 results: EPS: €1.85 (up from €1.82 in FY 2021). Revenue: €1.42b (up 13% from FY 2021). Net income: €54.7m (up 1.3% from FY 2021). Profit margin: 3.8% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses.お知らせ • Dec 14+ 1 more updateAcomo N.V. to Report Fiscal Year 2022 Results on Feb 21, 2023Acomo N.V. announced that they will report fiscal year 2022 results Pre-Market on Feb 21, 2023業績と収益の成長予測BST:8AC - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,699N/AN/AN/A112/31/20271,60171N/AN/A212/31/20261,54665N/AN/A212/31/20251,46473-80-71N/A9/30/20251,45871-38-29N/A6/30/20251,45369512N/A3/31/20251,408571421N/A12/31/20241,363452331N/A9/30/20241,315404452N/A6/30/20241,266366672N/A3/31/20241,2663898105N/A12/31/20231,26640130137N/A9/30/20231,32343128135N/A6/30/20231,37946126133N/A3/31/20231,4015096103N/A12/31/20221,423556673N/A9/30/20221,38456916N/A6/30/20221,34657-48-40N/A3/31/20221,30055-46-38N/A12/31/20211,25454-44-36N/A9/30/20211,11347-8-1N/A6/30/2021971392934N/A3/31/2021839332934N/A12/31/2020707273035N/A9/30/2020710303239N/A6/30/2020712333543N/A3/31/2020707324352N/A12/31/2019701325160N/A9/30/201970632N/A54N/A6/30/201971031N/A48N/A3/31/201970531N/A34N/A12/31/201870031N/A19N/A9/30/201869631N/A14N/A6/30/201869131N/A9N/A3/31/201870132N/A30N/A12/31/201771032N/A50N/A9/30/201770234N/A53N/A6/30/201769535N/A56N/A3/31/201768834N/A51N/A12/31/201668234N/A47N/A9/30/201668733N/A33N/A6/30/201669232N/A20N/A3/31/201668732N/A20N/A12/31/201568232N/A21N/A9/30/201566333N/A26N/A6/30/201564433N/A31N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8ACの収益は今後 3 年間で減少すると予測されています (年間-1.7% )。収益対市場: 8ACの収益は今後 3 年間で減少すると予測されています (年間-1.7% )。高成長収益: 8ACの収益は今後 3 年間で減少すると予測されています。収益対市場: 8ACの収益 ( 4.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 8ACの収益 ( 4.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8ACの 自己資本利益率 は、3年後には低くなると予測されています ( 15 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 08:36終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Acomo N.V. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Reginald WatsonING Groep NV
Upcoming Dividend • Apr 21Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.3%).
New Risk • Mar 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: €2.47 (vs €1.53 in FY 2024)Full year 2025 results: EPS: €2.47 (up from €1.53 in FY 2024). Revenue: €1.46b (up 7.4% from FY 2024). Net income: €73.0m (up 62% from FY 2024). Profit margin: 5.0% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 08First half dividend increased to €1.40Dividend of €1.40 is 65% higher than last year. Ex-date: 28th April 2026 Payment date: 7th May 2026 Dividend yield will be 7.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 06Acomo N.V. to Report First Half, 2026 Results on Jul 28, 2026Acomo N.V. announced that they will report first half, 2026 results on Jul 28, 2026
New Risk • Feb 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).
New Risk • Jan 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).
Board Change • Nov 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 24+ 1 more updateAcomo N.V. to Report Fiscal Year 2025 Results on Mar 05, 2026Acomo N.V. announced that they will report fiscal year 2025 results Pre-Market on Mar 05, 2026
お知らせ • Oct 07Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders.Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders on October 6, 2025. As part of the acquisition, Manuzzi will continue doing business under its own using the well-known Manuzzi brand and will jointly operate with Acomo Group company Delinuts Netherlands to closely cooperate and explore new markets and business opportunities together. Manuzzi will join Acomo’s Spices & Nuts segment. The acquisition is subject to customary closing conditions and is expected to close in Q4 of 2025. NautaDutilh N.V. acted as legal advisor for Acomo N.V. KPMG International Cooperative acted as tax due diligence provider for Acomo N.V. Deloitte Financial Advisory Services B.V. acted as financial due diligence provider for Acomo N.V. Vitale&Co. S.P.A. acted as financial advisor for Hyle Capital Partners SGR SpA and other minority shareholders. ADVANT Nctm acted as legal advisor for Hyle Capital Partners SGR SpA and other minority shareholders. Spada Partners Associazione Professionale acted as accountant for Hyle Capital Partners SGR SpA and other minority shareholders.
Board Change • Sep 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Aug 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30First half 2025 earnings released: EPS: €1.42 (vs €0.61 in 1H 2024)First half 2025 results: EPS: €1.42 (up from €0.61 in 1H 2024). Revenue: €758.4m (up 14% from 1H 2024). Net income: €42.1m (up 135% from 1H 2024). Profit margin: 5.6% (up from 2.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.
Board Change • Jul 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Mar 25Final dividend increased to €0.85Dividend of €0.85 is 13% higher than last year. Ex-date: 29th April 2025 Payment date: 7th May 2025 Dividend yield will be 5.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Mar 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Mar 16Final dividend increased to €0.85Dividend of €0.85 is 13% higher than last year. Ex-date: 29th April 2025 Payment date: 7th May 2025 Dividend yield will be 6.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Mar 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 11Full year 2024 earnings released: EPS: €1.53 (vs €1.34 in FY 2023)Full year 2024 results: EPS: €1.53 (up from €1.34 in FY 2023). Revenue: €1.36b (up 7.6% from FY 2023). Net income: €45.2m (up 14% from FY 2023). Profit margin: 3.3% (up from 3.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.2% p.a. on average during the next 2 years, while revenues in the Consumer Retailing industry in Europe are expected to grow by 4.9%.
お知らせ • Mar 08Acomo N.V. to Report First Half, 2025 Results on Jul 22, 2025Acomo N.V. announced that they will report first half, 2025 results on Jul 22, 2025
Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 25Acomo N.V., Annual General Meeting, Apr 25, 2025Acomo N.V., Annual General Meeting, Apr 25, 2025.
Board Change • Oct 22Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 03Acomo N.V. entered into an agreement to acquire Caldic Food Service & Retail Sweden AB.Acomo N.V. entered into an agreement to acquire Caldic Food Service & Retail Sweden AB on July 1, 2024. After the closing of the transaction, FSR will be renamed to Delinuts Nordics and will jointly operate with Delinuts Netherlands. The transaction is subject to approval by the investment authorities in FSR's home market of Sweden. The transaction is subject to customary closing conditions, including Swedish Foreign Direct Investment(“FDI”) approval. The transaction is expected to be closed in the current third quarter of 2024.
Upcoming Dividend • Apr 23Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 08 May 2024. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.2%).
Recent Insider Transactions • Apr 04CFO & Executive Director recently bought €202k worth of stockOn the 27th of March, Allard Goldschmeding bought around 12k shares on-market at roughly €17.56 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Allard's only on-market trade for the last 12 months.
Reported Earnings • Mar 11Full year 2023 earnings released: EPS: €1.34 (vs €1.85 in FY 2022)Full year 2023 results: EPS: €1.34 (down from €1.85 in FY 2022). Revenue: €1.27b (down 11% from FY 2022). Net income: €39.7m (down 27% from FY 2022). Profit margin: 3.1% (down from 3.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 22Acomo N.V., Annual General Meeting, Apr 26, 2024Acomo N.V., Annual General Meeting, Apr 26, 2024, at 10:30 Central European Standard Time.
New Risk • Feb 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (64% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jul 28First half 2023 earnings released: EPS: €0.75 (vs €1.05 in 1H 2022)First half 2023 results: EPS: €0.75 (down from €1.05 in 1H 2022). Revenue: €668.0m (down 6.2% from 1H 2022). Net income: €22.2m (down 29% from 1H 2022). Profit margin: 3.3% (down from 4.4% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26+ 1 more updateAcomo N.V. to Report Fiscal Year 2023 Results on Mar 08, 2024Acomo N.V. announced that they will report fiscal year 2023 results on Mar 08, 2024
Upcoming Dividend • Apr 18Upcoming dividend of €0.80 per share at 7.0% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (4.6%).
Reported Earnings • Feb 22Full year 2022 earnings released: EPS: €1.85 (vs €1.82 in FY 2021)Full year 2022 results: EPS: €1.85 (up from €1.82 in FY 2021). Revenue: €1.42b (up 13% from FY 2021). Net income: €54.7m (up 1.3% from FY 2021). Profit margin: 3.8% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • Dec 14+ 1 more updateAcomo N.V. to Report Fiscal Year 2022 Results on Feb 21, 2023Acomo N.V. announced that they will report fiscal year 2022 results Pre-Market on Feb 21, 2023