Reported Earnings • Aug 06
Third quarter 2026 earnings released: EPS: US$1.46 (vs US$1.53 in 3Q 2025) Third quarter 2026 results: EPS: US$1.46 (down from US$1.53 in 3Q 2025). Revenue: US$882.4m (down 8.2% from 3Q 2025). Net income: US$89.9m (down 5.4% from 3Q 2025). Profit margin: 10% (in line with 3Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. New Risk • Jul 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Aankondiging • Jul 28
Central Garden & Pet Company to Report Q3, 2026 Results on Aug 05, 2026 Central Garden & Pet Company announced that they will report Q3, 2026 results After-Market on Aug 05, 2026 Aankondiging • Jun 19
Comfort Zone Launches New Cat Calming Mousse Health Supplement Comfort Zone announced the launch of its new Comfort Zone Cat Calming Mousse, a lickable supplement that helps keep cats calm and relaxed during everyday and situational stress. New Comfort Zone Cat Calming Mousse is a lickable supplement that helps keep cats calm and relaxed during everyday and situational stress. The new Comfort Zone Cat Calming Mousse expands the brand’s calming portfolio with an easy-to-administer health supplement created specifically for cats, combining functional wellness support with a smooth mousse texture cats love. Comfort Zone Calming Mousse helps to calm and relax your cat during everyday and situational stress with L-Theanine. It has a smooth texture and flavor cats eagerly accept, with natural salmon and chicken flavors. It provides simple, mess-free support anywhere, thanks to portable single-serve squeezable pouches. It has been formulated specifically for cats, tailored to cat preferences and behaviors. It offers gentle support without drowsiness, using a drug-free formula. Comfort Zone Cat Calming Mousse is available in 12-count and 18-count single-serve pouches. Aankondiging • May 14
Starbar Unveils Bold Rebrand and Expands Product Line for Rural and Backyard Use Starbar, a longstanding leader in insect control solutions and part of the Central Garden & Pet Company portfolio, announced the launch of its new rebrand, marking the next evolution of a product line trusted by farmers, ranchers, and agricultural professionals for generations. The refreshed Starbar brand reflects a continued commitment to delivering dependable, effective insect control solutions while introducing a modern look and expanding product offerings to meet the needs of customers—both in rural environments and now, at home. Built on a legacy of proven performance, Starbar maintains its strong focus on the rural market. Customers can expect the same hardworking products they trust, now presented in bold new packaging that began rolling out across the full product line on May 1. As part of the launch, Starbar is building on its portfolio with new product offerings for the backyard and home. One such product being introduced is Starbar EZ Outdoor Fogger, a backyard fogger that covers 8,750 square feet and delivers long-lasting protection against mosquitoes, ants, wasps, flies, and 15 other labeled pests. In addition to new products, Starbar is enhancing accessibility through expanded distribution channels and offering convenient bundled offerings through ecommerce. Consumers will soon find Starbar products online via Amazon and Chewy, with retail availability to follow. Looking ahead, Starbar is positioned for continued innovation, with a focus on developing new products that serve both agricultural professionals and homeowners alike. Aankondiging • Apr 28
Central Garden & Pet Company to Report Q2, 2026 Results on May 06, 2026 Central Garden & Pet Company announced that they will report Q2, 2026 results After-Market on May 06, 2026 Aankondiging • Apr 15
Phillips Feed Service, Inc. acquired Central Pet Distribution from Central Garden & Pet Company (NasdaqGS:CENT). Phillips Feed Service, Inc. acquired Central Pet Distribution from Central Garden & Pet Company (NasdaqGS:CENT) on April 14, 2026. Gordon Brothers provided a $175 million unitranche asset-based lending revolver, including a RILO tranche, to support Phillips Pet Food’s acquisition of Central Pet and fund future growth and investments.
Phillips Feed Service, Inc. completed the acquisition of Central Pet Distribution from Central Garden & Pet Company (NasdaqGS:CENT) on April 14, 2026. Aankondiging • Feb 13
Central Garden & Pet Appoints Kay M. Schwichtenberg as New Director, Effective March 1, 2026 Central Garden & Pet Company announced that it has appointed Kay M. Schwichtenberg to its Board of Directors, effective March 1, 2026. Ms. Schwichtenberg brings more than 40 years of experience in the animal health industry, including 29 years with Central. Most recently, she served as Central’s Executive Vice President, Animal & Public Health, a role she held until her retirement from the company in February 2023. Prior to that position, which she assumed in April 2014, Ms. Schwichtenberg held several senior leadership positions at Central, including Special Projects Advisor, President & CEO of Central Life Sciences, and President of Wellmark International. Ms. Schwichtenberg joined Central in 1997 through the acquisition of the Consumer and Animal Health Division from Sandoz Inc. (now Novartis Inc.), a global pharmaceutical company, where she served as Vice President and General Manager. Earlier in her career, she held a variety of sales and marketing roles at Brunswick Corporation and Market Facts Inc. Ms. Schwichtenberg is an elected Life Director of the University of Illinois Foundation Board, where she served as a Chair, and a past chair of the American Pet Products Association (APPA). She completed the Advanced Executive Program at London Business School and is a member of the International Women’s Forum. She earned a Master of Business Administration from the University of Illinois at Chicago. Aankondiging • Dec 24
Central Garden & Pet Company, Annual General Meeting, Feb 11, 2026 Central Garden & Pet Company, Annual General Meeting, Feb 11, 2026. Aankondiging • Nov 17
Central Garden & Pet Company to Report Q4, 2025 Results on Nov 24, 2025 Central Garden & Pet Company announced that they will report Q4, 2025 results After-Market on Nov 24, 2025 Aankondiging • Jul 29
Central Garden & Pet Company to Report Q3, 2025 Results on Aug 06, 2025 Central Garden & Pet Company announced that they will report Q3, 2025 results After-Market on Aug 06, 2025 Aankondiging • May 14
Central Garden & Pet Company Announces Launch of Innovative Adams Plant-Based, Epa-Approved Flea and Tick Spray Marks 50 Years of Trusted Pet Care ADAMS flea and tick products is celebrating its 50th anniversary with the launch of ADAMS Botanicals Flea & Tick Pet & Home Spray. This novel product combines gentler, plant-based ingredients with the commitment to providing proven, effective solutions for pets and homes. ADAMS Botan chemicals Flea & tick Pet & Home Spray features botanicals and essential oils, delivering effective pest protection with gentler ingredients. The ADAMS Botanical Flea & Tick Pet & home Spray is a plant-based, EPA-approved flea and tick product designed for use on both pets and household surfaces. This multi-purpose spray offers a worry-free solution that protects against fleas and tick while meeting the growing demand for gentler, more effective care. Since its inception in 1975, the people who make ADAMS products have been pioneering pest control solutions, continually evolving to address the changing needs of pets and their families. This latest product is a testament to the company's ongoing commitment to innovation and sustainability. A Smarter, Kinder Approach ADAMS Botan Chemicals Flea & Tick pet & Home Spray features botan chemicals and essential oils, delivering effective pests protection with gentler ingredients. Its formula is: Proven Effective: An EPA-approved plant-based spray for pets and homes, delivering trusted results. Multi-Purpose: Can be used on dogs, cats, pet bedding, and home surfaces, offering all-in-one value and convenience. Plant-Based: Made with botanicals and essential oils., meeting the demand for products pet owners feel confident using. This innovative spray bridges the gap between natural alternatives that often fall short on efficacy and high-performing, EPA-registered formulas that offer peace of mind for pet parents everywhere. Launched nationwide in January 2025, the spray is available in 16-ounce bottles at leading retailers, including Walmart, Amazon, Tractor Supply, and Chewy. Aankondiging • Apr 30
Central Garden & Pet Company to Report Q2, 2025 Results on May 07, 2025 Central Garden & Pet Company announced that they will report Q2, 2025 results After-Market on May 07, 2025 Aankondiging • Jan 29
Central Garden & Pet Company to Report Q1, 2025 Results on Feb 05, 2025 Central Garden & Pet Company announced that they will report Q1, 2025 results After-Market on Feb 05, 2025 Aankondiging • Dec 20
Central Garden & Pet Company, Annual General Meeting, Feb 12, 2025 Central Garden & Pet Company, Annual General Meeting, Feb 12, 2025. Aankondiging • Dec 17
Central Garden & Pet Company Appoints Randal D. Lewis to its Board of Directors Central Garden & Pet Company announced that it has appointed Randal D. Lewis to its Board of Directors, effective December 11, 2024. Mr. Lewis brings to Central more than 34 years of experience in the consumer products industry, including 17 years at Spectrum Brands Holdings Inc. (‘Spectrum’). Most recently he served as Spectrum’s Executive Vice President and Chief Operating Officer, with direct responsibility for all of its operating divisions, through December 2022. Prior to that role, Mr. Lewis was President of Spectrum’s Global Consumer Division, which included its Global Auto Care, Global Pet Care and Home & Garden business units. Previously he served as President of Spectrum’s Pet, Home & Garden business units. Mr. Lewis’ earlier roles at Spectrum included Senior Vice President and General Manager of its Home & Garden business and Vice President, Home & Garden Manufacturing. Prior to joining Spectrum, he held various roles of increasing responsibility with the former United Industries Corporation, now owned by Spectrum, from 1997 until 2005, and with Unilever from 1989 until 1997. Mr. Lewis earned a Bachelor of Science degree in mechanical engineering from the University of Illinois, Urbana-Champaign. Aankondiging • Nov 28
Central Garden & Pet Company Provides Earnings Guidance for the Fiscal Year 2025 Central Garden & Pet Company provided earnings guidance for the fiscal year 2025. For the year, the company currently expects fiscal 2025 non-GAAP EPS to be $2.20 or better. This outlook takes into consideration deflationary pressure in certain commodity businesses, evolving consumer behavior in an environment of macroeconomic and geopolitical uncertainty, and the challenging brick-and-mortar retail environment. Aankondiging • Nov 20
Central Garden & Pet Company to Report Q4, 2024 Results on Nov 25, 2024 Central Garden & Pet Company announced that they will report Q4, 2024 results After-Market on Nov 25, 2024 Reported Earnings • Aug 08
Third quarter 2024 earnings released: EPS: US$1.21 (vs US$1.58 in 3Q 2023) Third quarter 2024 results: EPS: US$1.21 (down from US$1.58 in 3Q 2023). Revenue: US$996.3m (down 2.6% from 3Q 2023). Net income: US$79.7m (down 4.1% from 3Q 2023). Profit margin: 8.0% (down from 8.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year. Aankondiging • Jul 30
Central Garden & Pet Company to Report Q3, 2024 Results on Aug 07, 2024 Central Garden & Pet Company announced that they will report Q3, 2024 results After-Market on Aug 07, 2024 New Risk • May 10
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Shareholders have been diluted in the past year (4.5% increase in shares outstanding). Reported Earnings • May 09
Second quarter 2024 earnings released: EPS: US$0.94 (vs US$0.92 in 2Q 2023) Second quarter 2024 results: EPS: US$0.94 (up from US$0.92 in 2Q 2023). Revenue: US$900.1m (down 1.0% from 2Q 2023). Net income: US$62.0m (up 29% from 2Q 2023). Profit margin: 6.9% (up from 5.3% in 2Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year. Aankondiging • May 01
Central Garden & Pet Company to Report Q2, 2024 Results on May 08, 2024 Central Garden & Pet Company announced that they will report Q2, 2024 results After-Market on May 08, 2024 Aankondiging • Mar 15
Paw Love Launches Simply Smoked Paw Love is launching Simply Smoked: a new line of natural dog chews smoked in small batches over real hickory wood. Smoked low and slow in the brand's own smokehouse in Virginia, Simply Smoked chews delight dogs’ senses with the beloved flavor and aroma of smoked meat. The chews are made with premium, all-natural ingredients and no artificial flavors, colors, or preservatives. They come in a variety of sizes and textures to appeal to dogs of all sizes and preferences. Simply Smoked chews are available in five delicious varieties: Yak Cheese, Pixie Bully Stix, Beefy Stix, Chicky Stix, and Gullet Stix. Yak Cheese – Inspired by Himalayan yak farmers’ cheese recipes, these chews are handcrafted using just three ingredients. They provide long-lasting chewing fun that’s perfect for strong chewers. Pixie Bully Stix – These bully sticks are petite in size and big in flavor! Made from just one ingredient—grass-fed beef sourced from high-quality cattle—they’re a long-lasting, occupying reward. Beefy Stix – Beefy Stix offer an enticing texture that’s both light and crunchy. Made with limited ingredients including grass-fed beef, they appeal to even the pickiest dogs. Chicky Stix – These crunchy sticks are made from free-range chicken sourced from top-quality regions. Plus, these limited-ingredient chews help support joint, skin, and coat health for a reward pet parents can feel good about giving. Gullet Stix - Made from grass-fed beef, Gullet Stix are highly digestible and protein-rich chews gentle enough for seniors or puppies. They also help support dental health through natural chewing action.Paw Love Simply Smoked chews will be available starting spring 2024. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Lisa Coleman 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. New Risk • Feb 10
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (58% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change). Reported Earnings • Feb 08
First quarter 2024 earnings released: EPS: US$0.008 (vs US$0.16 loss in 1Q 2023) First quarter 2024 results: EPS: US$0.008 (up from US$0.16 loss in 1Q 2023). Revenue: US$634.5m (up 1.1% from 1Q 2023). Net income: US$430.0k (up US$8.86m from 1Q 2023). Profit margin: 0.1% (up from net loss in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Aankondiging • Jan 30
Central Garden & Pet Company to Report Q1, 2024 Results on Feb 07, 2024 Central Garden & Pet Company announced that they will report Q1, 2024 results After-Market on Feb 07, 2024 Aankondiging • Dec 29
Central Garden & Pet Company, Annual General Meeting, Feb 13, 2024 Central Garden & Pet Company, Annual General Meeting, Feb 13, 2024, at 10:30 Pacific Standard Time. Agenda: To elect nine directors; to ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending on September 28, 2024; and to transact such other business as may properly come before the Annual Meeting. Reported Earnings • Nov 22
Full year 2023 earnings released: EPS: US$2.40 (vs US$2.86 in FY 2022) Full year 2023 results: EPS: US$2.40 (down from US$2.86 in FY 2022). Revenue: US$3.31b (flat on FY 2022). Net income: US$125.6m (down 17% from FY 2022). Profit margin: 3.8% (down from 4.6% in FY 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Aankondiging • Nov 17
Central Garden & Pet Company to Report Q4, 2023 Results on Nov 20, 2023 Central Garden & Pet Company announced that they will report Q4, 2023 results After-Market on Nov 20, 2023 Aankondiging • Nov 04
Central Garden & Pet Company (NasdaqGS:CENT) acquired TDBBS, LLC from Bregal Partners, L.P. managed by Bregal Investments Inc. Central Garden & Pet Company (NasdaqGS:CENT) acquired TDBBS, LLC from Bregal Partners, L.P. managed by Bregal Investments Inc. on November 3, 2023. Dechert LLP acted as legal advisor to TDBBS. Lazard Group LLC acted as financial advisor to TDBBS. Orrick, Herrington & Sutcliffe LLP acted as financial advisor to Central Garden & Pet.Central Garden & Pet Company (NasdaqGS:CENT) completed the acquisition TDBBS, LLC from Bregal Partners, L.P. managed by Bregal Investments Inc. on November 3, 2023. Aankondiging • Sep 21
Central Garden & Pet Company Announces Chief Executive Officer Changes Central Garden & Pet Company announced that Tim Cofer, Chief Executive Officer since October 2019, has informed the Board of his intent to depart Central, effective as of the close of business on October 6, 2023. Mr. Cofer will join Keurig Dr Pepper, initially as Chief Operating Officer, and will assume the role of Chief Executive Officer in the second quarter of 2024. Beth Springer, Central’s Lead Independent Director, has been named as Interim Chief Executive Officer while the Board conducts a comprehensive search for a permanent successor. Springer has served on the Central Board since 2013 and brings extensive experience in management, operations and consumer products. She spent over 20 years with The Clorox Company, serving in multiple management roles including Executive Vice President and General Manager of The Clorox Company. Springer also serves as an independent director of Amy’s Kitchen, a privately held organic food company, and previously served as an independent director of Nature’s Sunshine Products Inc., a publicly traded natural health and wellness company. Recent Insider Transactions • Aug 11
Director recently sold €952k worth of stock On the 7th of August, Brooks Pennington sold around 23k shares on-market at roughly €41.48 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Aug 04
Third quarter 2023 earnings released: EPS: US$1.58 (vs US$1.42 in 3Q 2022) Third quarter 2023 results: EPS: US$1.58 (up from US$1.42 in 3Q 2022). Revenue: US$1.02b (flat on 3Q 2022). Net income: US$83.1m (up 10% from 3Q 2022). Profit margin: 8.1% (up from 7.4% in 3Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year. Aankondiging • Jul 25
Central Garden & Pet Company to Report Q3, 2023 Results on Aug 02, 2023 Central Garden & Pet Company announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023 Reported Earnings • May 04
Second quarter 2023 earnings released: EPS: US$0.92 (vs US$1.30 in 2Q 2022) Second quarter 2023 results: EPS: US$0.92 (down from US$1.30 in 2Q 2022). Revenue: US$909.0m (down 4.8% from 2Q 2022). Net income: US$48.1m (down 31% from 2Q 2022). Profit margin: 5.3% (down from 7.3% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 02
First quarter 2023 earnings released: US$0.16 loss per share (vs US$0.17 profit in 1Q 2022) First quarter 2023 results: US$0.16 loss per share (down from US$0.17 profit in 1Q 2022). Revenue: US$627.7m (down 5.1% from 1Q 2022). Net loss: US$8.43m (down 194% from profit in 1Q 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Household Products 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. Aankondiging • Feb 01
Central Garden & Pet Company Provides Earnings Guidance for the Fiscal Year 2023 Central Garden & Pet Company provided earnings guidance for the fiscal year 2023. For the year, the company expects EPS to be $2.60 to $2.80. Aankondiging • Jan 25
Central Garden & Pet Company to Report Q1, 2023 Results on Jan 31, 2023 Central Garden & Pet Company announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 31, 2023 Aankondiging • Dec 29
Central Garden & Pet Company, Annual General Meeting, Feb 07, 2023 Central Garden & Pet Company, Annual General Meeting, Feb 07, 2023, at 10:30 Pacific Standard Time. Agenda: To elect eleven directors; to hold an advisory vote on how frequently shareholders prefer that the company conducts an advisory vote of shareholders on the executive compensation of the company's named executive officers; to hold an advisory vote on the compensation of the company's named executive officers as described in the accompanying proxy statement; to ratify the selection of Deloitte & Touche LLP as the company's independent registered public accounting firm for the fiscal year ending on 30 September 2023; and to transact such other business as may properly come before the Annual Meeting. Reported Earnings • Nov 24
Full year 2022 earnings released: EPS: US$2.86 (vs US$2.82 in FY 2021) Full year 2022 results: EPS: US$2.86 (up from US$2.82 in FY 2021). Revenue: US$3.34b (up 1.1% from FY 2021). Net income: US$152.2m (flat on FY 2021). Profit margin: 4.6% (in line with FY 2021). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year. Board Change • Oct 31
High number of new directors Director Lisa Coleman was the last director to join the board, commencing their role in 2021. Reported Earnings • Aug 04
Third quarter 2022 earnings released: EPS: US$1.42 (vs US$1.41 in 3Q 2021) Third quarter 2022 results: EPS: US$1.42. Revenue: US$1.02b (down 2.1% from 3Q 2021). Net income: US$75.4m (down 1.0% from 3Q 2021). Profit margin: 7.4% (up from 7.3% in 3Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 7.9% growth forecast for the industry in Germany. Reported Earnings • May 06
Second quarter 2022 earnings released: EPS: US$1.26 (vs US$1.36 in 2Q 2021) Second quarter 2022 results: EPS: US$1.26 (down from US$1.36 in 2Q 2021). Revenue: US$954.4m (up 2.0% from 2Q 2021). Net income: US$69.7m (down 4.4% from 2Q 2021). Profit margin: 7.3% (down from 7.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.1%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Director Lisa Coleman was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 04
First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat First quarter 2022 results: EPS: US$0.17 (up from US$0.10 in 1Q 2021). Revenue: US$661.4m (up 12% from 1Q 2021). Net income: US$9.01m (up 61% from 1Q 2021). Profit margin: 1.4% (up from 0.9% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 2.6%, compared to a 1.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 23
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$2.73 (up from US$2.23 in FY 2020). Revenue: US$3.30b (up 23% from FY 2020). Net income: US$151.7m (up 26% from FY 2020). Profit margin: 4.6% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.4% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 20% per year. Reported Earnings • Aug 05
Third quarter 2021 earnings released: EPS US$1.37 (vs US$1.29 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$1.04b (up 24% from 3Q 2020). Net income: US$76.2m (up 11% from 3Q 2020). Profit margin: 7.3% (down from 8.3% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 06
Second quarter 2021 earnings released: EPS US$1.36 (vs US$0.79 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$935.3m (up 33% from 2Q 2020). Net income: US$73.0m (up 71% from 2Q 2020). Profit margin: 7.8% (up from 6.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Executive Departure • Feb 16
Independent Director has left the company On the 10th of February, Thomas Colligan's tenure as Independent Director ended after 6.0 years in the role. As of December 2020, Thomas personally held 1.55k shares (€47k worth at the time). A total of 3 executives have left over the last 12 months. Is New 90 Day High Low • Feb 11
New 90-day high: €40.20 The company is up 16% from its price of €34.60 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.09 per share. Reported Earnings • Feb 05
First quarter 2021 earnings released: EPS US$0.10 (vs US$0.081 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$592.2m (up 23% from 1Q 2020). Net income: US$5.61m (up US$10.0m from 1Q 2020). Profit margin: 0.9% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 05
Revenue beats expectations Revenue exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 2.6% while theHousehold Products industry in Germany is not expected to grow. Is New 90 Day High Low • Jan 27
New 90-day high: €35.80 The company is up 7.0% from its price of €33.60 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Household Products industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.76 per share. Is New 90 Day High Low • Dec 12
New 90-day low: €30.80 The company is down 10.0% from its price of €34.40 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Household Products industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.74 per share. Analyst Estimate Surprise Post Earnings • Nov 25
Revenue beats expectations Revenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the Household Products industry in Germany. Reported Earnings • Nov 25
Full year 2020 earnings released: EPS US$2.23 The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$2.70b (up 13% from FY 2019). Net income: US$120.7m (up 30% from FY 2019). Profit margin: 4.5% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year. 
