Professional
Added to YB: 2024-04-23
Pitch date: 2024-04-22
BARN.SW [bullish]
Barry Callebaut AG
-11.32%
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 in Western Europe, North America, Central and Eastern Europe, Latin America, and internationally.
Market Cap
CHF 5.9B
Pitch Price
CHF 1.4K
Price Target
N/A
Dividend
2.71%
EV/EBITDA
10.20
P/E
24.20
EV/Sales
0.67
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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