Professional
Added to YB: 2024-04-23
Pitch date: 2024-04-22
BARN.SW [bullish]
Barry Callebaut AG
-13.39%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
Barry Callebaut AG, together with its subsidiaries, engages in the manufacture and sale of chocolate and cocoa products.
Market Cap
CHF 5.8B
Pitch Price
CHF 1.4K
Price Target
N/A
Dividend
2.74%
EV/EBITDA
10.82
P/E
40.50
EV/Sales
0.91
Sector
Food Products
Category
turnaround
Upslope Capital Management New Portfolio Holding: Barry Callebaut AG
BARN.SW: Barry Callebaut facing temporary challenges post contamination scare. New CEO implementing streamlining program amid soaring cocoa prices. Vertically integrated model & scale advantage to navigate crisis, gain share. Valuation at decade+ lows with EPS estimates down sharply. Cocoa squeeze likely to end like prior commodity squeezes, providing strong FCF tailwind alongside efficiency efforts.
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