Fevertree Drinks Share Discussion Threads

[disc0dave46] 26/3/2024 11:38

Thanks hadn't seen that, but unless I've missed something the business itself stated at their FY23 Pre close update (25th Jan) that total group revenue to grow 8% (actual 6%).And at their interims their outlook forecast for the year was revenue between £380m to £390m (actual £364.4m).So some disparity between what the company has said and what consensus was. But yes they met the analysts consensus forecast.

[castleford tiger] 26/3/2024 11:37

disc0

Yes i can see the forecast improvement that will get to your figures.
however they still will be trading at almost 40x earnings in the current year.

Placed an order for 26 pallets last week and 11 are out of stock!

I have no faith in the distribution /sales team at all of achieving targets.

All that matter is the market likes it but its not for me.

best
tiger

[darlocst] 26/3/2024 11:28

@disc0dave46 - revenue was inline with forecast, consensus expectations are published here:

[edwardt] 26/3/2024 10:33

call obviously going well

[disc0dave46] 26/3/2024 10:27

Hi CTUS up 22%, that's the future.At first glance a bit underwhelming tbh with them missing their revised Rev target for the year of £380m-£390m. But margin as revised at H1 so in the price. Pbt also down 28% so again at first glance doesn't look good.But if they double their EBITDA and they've said 15% margin so if my quick calcs are correct FY24 Rev is looking like c £407m (consensus £395m) that's +12% and ergo pbt will be double at IMO c £45m, eps c 30p to 32p.As posted previously it's not about the short/medium term it's getting those margins back to 2017-18 levels.

[castleford tiger] 26/3/2024 07:55

on the back of a 10% increase in the product as well
tiger

[bulltradept] 26/3/2024 07:26

Good job the US revenue keeps increasing hey! UK down, ROW down.

[disc0dave46] 07/3/2024 17:13

In overbought territory now so a slight pullback wouldn't hurt.

[daveboy19] 29/2/2024 07:57

Is Saga a good option for my pension does any wise owls know :)

[disc0dave46] 29/2/2024 03:30

Bamboo fever tree Your into TA, Take a butchers at YU, decent trading stock but could be a pump and dump. Sorry for off topic and as ever DYOR.

[daveboy19] 28/2/2024 17:55

Lol, what a saga that would be :)

[diohohku] 28/2/2024 17:51

That's not what I've heard sheriff! Live and let die 😉

[disc0dave46] 28/2/2024 16:56

Why are you stalking me boy?, told you I'm not that way inclined, try someone else :)

[daveboy19] 28/2/2024 15:33

Breakdance?

[panache1] 27/2/2024 13:59

Don't want to jinx it but decent movement over the last few days !

[disc0dave46] 07/2/2024 15:03

Was tipped in the Times today as a buy.

[disc0dave46] 06/2/2024 09:53

£10 looks like decent support. Missed getting in under that, see how today goes.

[toffeeman] 05/2/2024 17:05

hxxps://www.mi-3.com.au/18-10-2021/scientific-proof-going-dark-kills-brands-all-stats-marketers-need-defend-their-budgets

[apad] 05/2/2024 14:24

The Pears soap story is a real lesson, folks.
At one point they dominated the market.
So, they decided that everyone knew about them and therefore they did not need to continue advertising and slashed the marketing spend to the bone.
Big mistake. Hero to Zero.
I read about it as a management case-study back in the day. Don't remember the relevant dates, but I do remember that it was surprisingly quick.

apad

[disc0dave46] 05/2/2024 13:43

Apparently a bar of soap lasts six times longer than the equivalent liquid soap.Apologies for off topic, it's Apads fault lol (just kidding Apad)Https://www.beecleansoaps.co.uk/blogs/blogs/how-long-do-soap-bars-last#:~:text=Liquid%20soap%20will%20last%20for,the%20equivalent%20in%20liquid%20soap.

[disc0dave46] 05/2/2024 13:39

Pears do liquid soaps and shower gels now as well as bar soaps - which IMO still have a market and could actually work out as a cheaper alternative to liquid soaps, cost of living and all that! - can't substantiate that but would imagine a soap bar lasts longer and works out cheaper?.Liquid soap circa £0.96/ 100mlSoap bar circa £0.93/ 100g

[toffeeman] 05/2/2024 13:11

Bar soap is virtually dead - go look in your local supermarket!

More like basic mobile phones and smartphones