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FEVR Fevertree Drinks Plc

1,201.00
4.00 (0.33%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Fevertree Drinks Investors - FEVR

Fevertree Drinks Investors - FEVR

Share Name Share Symbol Market Stock Type
Fevertree Drinks Plc FEVR London Ordinary Share
  Price Change Price Change % Share Price Last Trade
4.00 0.33% 1,201.00 16:35:22
Open Price Low Price High Price Close Price Previous Close
1,204.00 1,176.00 1,211.00 1,201.00 1,197.00
more quote information »
Industry Sector
BEVERAGES

Top Investor Posts

Top Posts
Posted at 26/3/2024 11:56 by edwardt
i guess with the US 12x to the UK market - investors are focused on the TAM there.
Posted at 04/2/2024 21:24 by apad
Based on the long-term graph £10 looks like a base.
It doesn't really matter if you are a long-term investor.
It is all about maintaining brand value, which doesn't show on the balance sheet.
Pears Soap is a wonderfull case study about what happens if you don't work hard at promoting the brand.
apad
Posted at 16/1/2024 14:14 by philanderer
Liberum upgrades Fevertree on recovery prospects


Liberum has upgraded premium mixer maker Fevertree (FEVR) as a trough in margins indicates a recovery in this year and next.

Analyst Anubhav Malhotra upgraded his recommendation from ‘hold’ to ‘buy’ and increased the target price from £12.00 to £13.00 on the stock, which was trading at £9.98 on Monday.

Malhotra said the company’s strategy ‘has been focused on market share gains against a backdrop of significant input cost inflation over the last two years’.

Margins have ‘troughed̵7; after a 20-percentage point gross margin decline over the last three-and-a-half years, making room for recovery.

‘We see scope for a greater recovery in 2024 and 2025 than consensus expects and therefore move to ‘buy’230; but we note that the top line is likely to remain subdued,’ Malhotra said.

‘Despite the [fact] that ‘bad news’ might not be over, the valuation at 17x 12 months forward consensus embedded value/Ebitda and 28x price/earnings – 40-50% below historic average – looks reasonable.’

Mahotra said that for investors ‘wanting to build a position, now is the time considering the low average daily volume of 265,000’.


citywire.com
Posted at 25/1/2023 15:28 by martywidget
26th January 2023 - FY22 Pre-close trading update

March 2023 FY22 - Preliminary Results
Posted at 15/7/2022 11:14 by 123trev
It’s ok must be just a coincidence then before your time I guess a couple of my closest friends used to frequent this board and one has a strikingly similar username to yours lol perhaps he will turn up old investors will understand but sorry for the confusion.
Posted at 16/3/2022 13:36 by km18
Fevertree Drinks plc posted prelims for FY21 this morning. Fever-Tree delivered revenue growth of 23%, growing strongly across all markets and extending its position as a leading global premium mixer brand. Revenues were £311.1m, a new record, with adjusted EBITDA of £63m and diluted EPS of 38.19p. The business has been growing consistently strongly for the past decade and looks set to continue this pattern. FEVR has top notch profitability ratios and a strong balance sheet. Unsurprisingly investors have taken note of the success story, valuation remains stretched with forward PE ratio at 37.9 most expensive in the Beverages market. The business is impressive, but the share is excessively expensive. Monitor for now....

...from WealthOracleAM
Posted at 19/2/2022 00:27 by philanderer
Lindsell Train star fund manager Nick Train has used cash from the buyout of Daily Mail and General Trust to top up his holdings in Fever-Tree (FEVR) and Experian (EXPN) after their shares slumped in the New Year growth selloff.

The buy-and-hold manager of the Lindsell Train UK Equity fund and Finsbury Growth & Income (FGT) investment trust, who is under some pressure after falling behind the stock market and rivals in 2021, was left with a windfall of nearly £250m of cash after the Rothermere family took the Daily Mail publisher private in December.

Train told investors he had ploughed the money across the two portfolios but had beefed up the stakes in tonic maker Fever-Tree and credit data provider Experian.

‘The falls in January have meant that we were able to take advantage and deploy this capital, perhaps more quickly and certainly on better terms than we expected. In particular, we were able to add to our holdings in Experian and Fever-Tree at notably lower prices as the month went on and they are now important positions,’ Train said in his monthly update.

citywire.com
Posted at 28/1/2022 13:47 by toffeeman
Mixed feelings for posh tonic maker Fever-Tree
Emma Powell
Friday January 28 2022, 12.01am, The Times
You’d think that investors would have learnt to be pessimistic when it comes to Fever-Tree’s earnings. Chasing market share has come at a price of heavy costs and margins that have shrunk over the past five years. And the prospect of any relief to all that has been hit by rapidly rising inflation.
Higher transatlantic freight costs and raw materials prices mean that stronger sales won’t feed through to better earnings. The drinks group has guided towards earnings before interest, tax and other charges of between £69 million and £72 million for this year, below an analyst consensus forecast of £75 million. A margin that had been expected to return to growth is now set to be flat on last year at about 20 per cent.
The maker of posh tonics has capitalised on the revival of gin in Britain and fancier tastes among drinkers willing to spend more on mixers. Rapid revenue growth had made the Aim-listed group a stock market darling, spurring a rise in the shares of more than 2,000 per cent between 2014 and a 2018 peak. But concerns over a slowdown in sales growth within a maturing UK market and the hefty costs associated with international expansion have hamstrung the shares since then.
Pandemic impact aside, some of the challenges to margins have been one-offs, such as cash spent on cutting prices in the United States in 2020. But investment in adding customers — including hiring staff, marketing and taking on new premises — is a recurring drain on funds. Analysts at Liberum, who downgraded the stock from a “buy” to a “hold” on the back of yesterday’s trading update, cut their adjusted earnings forecasts for this year and next by 10 per cent, to £71.9 million and £89.7 million, respectively. The company reckons the margin will return to growth next year, which Liberum interprets as an adjusted pre-tax margin of 21.6 per cent. Bringing distribution closer to international markets should provide some relief against freight costs. A bottling facility on the east coast of America is due to step up production in the coming months; another is due to open in Australia next year.
The premium tonic specialist argues that gaining market share is the main prize and it is willing to sacrifice margins to attain that, for now. Admittedly, revenue growth has been impressive, up almost a quarter last year and ahead of the level suggested in September. Revenue guidance for this year has been upgraded, too, encouraged by a recovery in higher-margin on-trade sales as pubs and bars reopen and expectation that at-home demand will stick above the pre-pandemic level.
Heady sales expectations are built into the group’s enterprise value, which sits at almost eight times forecast sales for next year. That’s even after some froth coming out of the shares, which are down just over 40 per cent from their peak. But given the continued margin pressure, a share price that represents 51 times forward earnings, above an historic multiple of 45, is problematic.
Efforts to maintain strong revenue growth could continue to have two negative side-effects. First, it means the drinks specialist will need to keep investing in staff, marketing and general product development as it seeks to broaden its range of mixers beyond its staple tonic and to expand further in America. Second, it limits the ability to push through price increases that would be substantial enough to ease pressure on margins, particularly given uncertainty over how long materials inflation and higher freight costs persist. You can understand that reluctance, to some extent, but it also means the shares are at risk of further punishment.
Advice Avoid
Why The current valuation leaves little room for error, which could materialise if inflation persists for longer than anticipated
Posted at 07/12/2021 11:24 by martywidget
Ahh, reminiscences.

Fever Tree – a lesson in glamour
Knowing when to sell a stock which has been a star performer is a critical skill. Robin Hardy examines Fevetree's rise and fall to provide a lesson for investors
October 25, 2021
By Robin Hardy
Posted at 20/7/2021 09:50 by kinwah
They've provided very little information on these global logistics cost pressures. The big investors will be asking the questions we would all like the answers to. Is it because of freight costs for all those heavy bottles? Is it worse in some geographic areas? Do shipping costs make some regions in ROW now uneconomic to supply? They've also admitted that in Europe at least there has been restocking by customers which has flattered the revenue figures. In this industry it is very easy to hit your revenue targets by offering incentives. We don't know how well-stocked pubs and supermarket distribution centres are. We will find out more in September with the interims but I'm running my short for now.

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