What Davide Campari-Milano (BIT:CPR)'s Flat Sales and Lower Net Income Mean for Shareholders

• Davide Campari-Milano N.V. announced its third quarter and nine-month earnings for 2025, reporting sales of €752.8 million for the quarter and net income of €104.3 million, both slightly lower than the same period last year.
• While sales remained flat, the modest decline in net income may prompt investors to analyze underlying factors shaping the company's operational trends and outlook.
• With net income easing despite stable revenues, we'll explore how this earnings update could impact Campari's growth-focused investment narrative.

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Davide Campari-Milano Investment Narrative Recap

To be a shareholder of Davide Campari-Milano, one should be confident in the resilience of the company’s premium beverage brands, its global expansion efforts, and disciplined cost management to drive profit growth. The most recent earnings release, showing flat sales but slightly lower net income, does not materially impact the biggest short-term catalyst, continued strong performance of flagship brands, but it does underline the ongoing risk from soft consumer spending and tariff pressures, which remain important to monitor.

Among the latest company developments, Campari’s ongoing share buyback program stands out as the most relevant to this earnings update. Regular repurchases during 2025 have provided some support to the share price, offering a measure of confidence to the market even as earnings have softened, and may act as a buffer as the company works to execute on longer-term growth strategies.

However, despite steady revenues, Campari’s exposure to rising tariffs and currency headwinds could put additional pressure on margins if...

Read the full narrative on Davide Campari-Milano (it's free!)

Davide Campari-Milano's outlook anticipates €3.5 billion in revenue and €479.4 million in earnings by 2028. This scenario assumes a 4.5% annual revenue growth rate and a €291.1 million increase in earnings from the current €188.3 million.

Uncover how Davide Campari-Milano's forecasts yield a €6.76 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Nine independent fair value estimates from the Simply Wall St Community range from €3.69 to €9.00, with opinions scattered across ten price buckets. With ongoing tariff and currency risks posing challenges for margins, you can see how participants’ expectations for Campari’s future performance vary sharply, be sure to compare these alternative viewpoints for a broader outlook.

Explore 9 other fair value estimates on Davide Campari-Milano - why the stock might be worth as much as 49% more than the current price!

Build Your Own Davide Campari-Milano Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Davide Campari-Milano research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Davide Campari-Milano research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Davide Campari-Milano's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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