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Food Producers - Trading Comments - WYN
WYNNSTAY GROUP+ (WYN, House Stock, 530p) – Another strong trading update; upgrades!
Companies: Wynnstay Group plc
In 6-month period that has been impacted by well-versed challenges from labour availability, logistical
constraints, and broad-based inflation (commodities, utilities etc.), Cranswick has once again delivered a
strong performance, both on a one and particularly a two-year basis. H1 22 sales increased by 6.4%, with
EBIT ahead by 12.3% - 29.0% and 46.8% respectively over two-years, underpinned by a combination of
elevated demand and new facilities/ business wins. We leave our profit forecasts
Companies: Cranswick plc
Companies: Genus plc
Kellogg delivered a strong quarter driven by a robust top-line growth driven by incremental brand-building investment. The company faced its fair share of inflationary issues including commodity price surges, supply chain problems, and rising prices for packaging and freight which resulted from an imbalance of supply-demand. These might take a few more quarters to get resolved. The management team is also working hard to mitigate the margin impacts of these high costs. While their productivity a
Companies: Kellogg Company (K:NYSE)Kellogg Company (K:NYS)
Companies: Origin Enterprises Plc
Origin Enterprises (‘Origin’) the provider for crop inputs, specialist agronomy advice and digital
agricultural solutions to the Irish/UK, European and LATAM farming communities has today
published its Q1 FY22F (August to October) trading update. We note the Group generates c90% of
its operating profit in H2 given the planting cycle so Q1 tends to be seasonally quieter.
Overall, Origin has made a strong start to FY22F which has been driven by favourable autumn/winter
planting levels compared to
Britvic’s Healthier People, Healthier Planet strategy proactively addresses the key environmental, social and governance (ESG) issues it faces, including consumers’ health, packaging and waste, water usage, and supply chain management. Its sustainability targets for 2025 are the continuation of ongoing actions to meet stakeholders’ expectations and contribute to a more sustainable future. At the same time, management looks far beyond the targets and takes a broad ESG approach towards both busine
Companies: Britvic plc
AG Barr’s (Barr) recent unscheduled trading update (20th July) made for pleasing reading, leading to a 15% upgrade to our FY22 forecasts. Barr has today provided a more detailed breakdown of the Group’s H1 22 outperformance, reflecting both robust underlying demand and some specific one-off events. We leave our recently upgraded FY22 profit expectations unchanged, though we do raise our under review FY23 forecast by 6.4% to EPS of 28.4p. Barr is a very high-quality business in our view, with a s
Companies: A.G. BARR p.l.c.
Nichols has enjoyed a stronger than anticipated Q3, prompting the management to issue a positive 9m trading update. This signals a full year outcome “ahead of current market expectations.” Good momentum has been seen across the UK and Internationally. Looking ahead to 2022 the challenge will be managing inflationary pressures but history shows Nichols has a good track record on this front. We upgrade our FY21 PBT by 17%. For FY22 we upgrade by 7% to bring us into line with consensus. With the co
Companies: Nichols plc
Cake Box’s interim results, covering the 6 months to 30th September 2021, capture a period of strong sales recovery, continued double digit LFL franchise sales growth and accelerated franchisee store openings. Profit growth is a very strong at 122% to CPTP of £3.7m, EPS of 7.5p. An interim DPS of 2.5p is proposed, up 35% yoy. We upgrade our expectations post today’s update, raising FY22 CPTP by c8% to £7.0m and EPS to 14.7p. A net cash position of £7.0m is expected. With the potential for c400 s
Companies: Cake Box Holdings Plc
We were impressed with Diageo’s presentation as it once again demonstrated its ability to outperform the spirits market, which is itself in a strong position to outperform the drinks industry. Buy and hold.
Companies: Diageo plc
This is our first report on Pond Technologies and we look to provide a detailed account of the various drivers that will be responsible for the company’s growth in the coming years. The company’s business is divided into 3 units – Pond Carbon, Pond Naturals, and Pond Biotech. Each of these segments are critical growth drivers. The market assumes that Pond's stock is fairly valued at existing levels, which is why the fluctuation is negligible, but this is bound to change. The latest partnerhips w
Companies: Pond Technologies Holdings Inc.
Capital Metals (Capital) is developing the high-grade Eastern Minerals Project in Sri Lanka, producing ilmenite, rutile, zircon and garnet for sale. On nearly every measure, the project has superior resource metrics; we see it as fundable and generating high returns for shareholders. We also expect the resource to grow and give Capital options on expansion or mine life extension. The key catalyst, for us, was the acceptance of the Environmental Impact Assessment (EIA) on 23.11.2021, following wh
Companies: Capital Metals plc
An exceptional H1 EBIT, with strong beats everywhere, which, for a large part, will drive the FY21-22 EBIT growth. A strong upgrade is expected for consensus’ full-year expectations, although H2 is expected to slow. The performance can justify the rich valuation, but we see more upside for peers.
Companies: Remy Cointreau (RCO:EPA)Remy Cointreau SA (RCO:PAR)
Britvic’s recovery continued in H2, with continued growth in at-home channels while out-of-home rebounded. GB and Brazil both posted revenue growth, while Other International was affected by weaker performance in France, caused – among other things – by poor summer weather. Organic revenue growth was 6.6%, while adjusted EBIT was up 10% on the same basis. Adjusted EPS was up 2.5% to 44.3p, as it was adversely affected by a one-off deferred tax charge. The dividend per share is 24.2p, up 12%. Cur