Fevertree Drinks Share Discussion Threads

[davemac3] 13/6/2025 14:35:35

that's a chunky director buy!

[edwardt] 16/5/2025 08:11:07

So what can margins get back up to here? Any views

[gipps] 02/5/2025 18:23:03

Big buy reported after hours

[disc0dave46] 22/4/2025 11:10:34

CT
Thanks for the info.

[castleford tiger] 22/4/2025 10:38:25

Its come into force in April but first payments are due in October.

We are paying new prices on glass now ( beer and wines)

[disc0dave46] 20/4/2025 11:37:51

Hi CT
I’m well thanks, hope all is good with yourself and having a happy Easter.
The recent article below states the EPR:/Glass Tax will come into force in October, but as you say it will hit them unless they just pass the cost on which I assume they will - would an extra 5% in price deter buyers?, IMO it won't given their branding and other inflationary household costs folks are seeing across the board, but time will tell I guess. Still not a holder again but watching, as Apad says it's pricey on most metrics and I want to see some decent margin improvements.
All the best

Https://inews.co.uk/news/politics/new-recycling-tax-drive-plastic-use-3648558?ico=most_popular&srsltid=AfmBOooEstFWnKkqHGEnn5Ut1-hc2ffWi5nn5511Q-RMufYKDbAZPSmO

[apad] 20/4/2025 09:18:01

EBITDA
Margin
14%
ROA
6%
ROE
10%
OpMargin
9%

But:
PER
38
Yield
2%

Backward facing data but it shows that FEVR is not cheap for its performance figures and what the new US deal is promising.
FEVR is my second biggest holding. I am tempted to increase but sitting on my hands for a while.
apad

[castleford tiger] 19/4/2025 14:33:18

I agree its a farce.

It has started in April and MOST suppliers are adding to our cost price.
You are right about £1.20 per case of 24.

All the 200ml and 500ml range is glass and they will need to pass this on asap.

Of course USA will not pay it its just the mugs in GB.

Hope you are well
tiger

[disc0dave46] 19/4/2025 12:16:41

Hi CT,
Good point, believe it's now October not this month when it comes into force.
Read one business saying it could increase costs by about 5p per 330ml bottle, say roughly 5%?.
In their (FEVR) FY22 with glass costs increasing 10% it did have a bad year but there was other issues associated with energy costs, freight costs etc, so difficult to know given there's not much detail on how much of their income is from glass contained products, they also do cans.
I noted that previous posting mentioned Encirc glass serving Molson Coors, which they do but they don't have any manufacturing facilities in the US, they are based in Northern Ireland. So there could be tariff issues as well as the forthcoming glass tax hitting costs as well - don't know the contractual relationship between Molson Coors but could simply decide to acquire their glass requirements from a US manufacturer instead thus I imagine mitigating tariff and glass tax costs.
The glass tax in itself is IMO a farce, the tax ends up being higher for glass than plastics due to weight despite the fact glass is a lot easier to recycle - knowing this government's habit of U turns then wouldn't be surprised if it's kicked further down the road.

[castleford tiger] 15/4/2025 11:33:21

how much will the new glass tax hit them?

tiger

[davemac3] 04/4/2025 07:13:17

Questor buy tip in the Daily Torygraph

[growthpotential] 26/3/2025 21:05:16

Moving from volume to higher quality which would benefit Diageo / Fever-Tree

[undervaluedassets] 26/3/2025 15:23:12

And might this lot not lose their shirt in America?

Interested to hear reasons why not given trump tariffs etc.

[undervaluedassets] 26/3/2025 14:01:52

Isn't the trend in alcohol consumption going backwards globally?

[bigbigdave] 26/3/2025 09:44:44

Chart breakout

[edwardt] 26/3/2025 07:49:31

Nice addition to the already huge buyback

[disc0dave46] 25/3/2025 17:25:45

What questions?

[growthpotential] 25/3/2025 09:13:10

Waaaaaaaaaaaa

[bulltradept] 25/3/2025 08:30:29

There are more questions than answers.

[rimau1] 25/3/2025 07:52:48

I don't understand why this is still rated so highly. 2025 signalling low single digit income growth and flat margins, what is it, 27x or something

[bigbigdave] 25/3/2025 07:05:01

Decent numbers on first read through

JEFFERIES RAISES FEVERTREE DRINKS PRICE TARGET TO 820 (800) PENCE - 'HOLD'

[davemac3] 24/3/2025 16:24:08

we could be away here

[disc0dave46] 20/3/2025 08:37:09

AgreeHttps://citywire.com/wealth-manager/fund/j-o-hambro-capital-management-uk-dynamic-fund/c248284