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  • 15 Aug 24
STCB: 2Q Review: Adding Costco, Planning for the Future, Reiterate Buy

We are reiterating our Buy rating and $0.25 price target, but reducing our projections after Starco Brands posted a lower than expected 2Q24 and did not provide 2024 guidance, as management continues to pivot to multiple new and expanded retailer relationships for virtually all their brands, including the addition of Costco as a key new partner. We believe, beginning in 3Q24, Starco will take their stable of brands to a new level in terms of door penetration which, when combined with an aggressi

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Small Cap Consumer Research LLC
  • 06 Aug 24
STCB: 2Q Preview: Putting the Building Blocks Together; Reiterate Buy, PT

We are reiterating our Buy rating, price target and projections for Starco Brands with the company announcing 2Q24 (June) results after the close on Tuesday. We believe, after resetting near-term expectations in 1Q due to multiple expansions for key brands in 2H and 2025 and Whipshots slightly plateauing, the 2Q call will be focused on laying out the road map for material expansion on multiple levels/brands and the longer term positive implications. We believe there remain multiple pathways to u

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Small Cap Consumer Research LLC
  • 09 Jul 24
STCB: 2H Signposts; Building for a Better Tomorrow; Reiterate Buy, $0.25 PT

We are reiterating our Buy rating. $0.25 price target and projections for Starco Brands as we look at key trends for 2H24 and beyond. We believe 2024, while somewhat frustrating from an investor standpoint (given the downward revenue guidance and pulling of EBITDA guidance after 1Q), will be seen as a positive over the longer term, as the company has made material steps forward for all of their brands, positioning Starco for significant top line growth and going forward, material operating lever

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Small Cap Consumer Research LLC
  • 13 Jun 24
STCB: Management Meetings Show STCB Powering Through; Reiterate Buy, $0.25 PT

We are reiterating our Buy rating, $0.25 price target and projections for Starco Brands after meeting with management in their Los Angeles headquarters. With 2024 shaping up as a period of setting the stage for material growth in all the company's brands, we believe management is confident they are making the correct investments to drive multiple periods of top and bottom line upside, with the correct retail partners and product upgrades and expansions. As such, we look for the company to contin

Companies: ELF EL STCB EPC COTY IPAR DGE IPAR EL UNILEVER EPC STCB ELF COTY

Small Cap Consumer Research LLC
  • 16 May 24
STCB: 1Q Review: Building for the Future; Reiterate Buy, Price Target

We are reiterating our Buy rating and price target for Starco Brands, but lowering our 2024 and 2025 projections to primarily reflect higher marketing costs to support multiple newly announced door expansions for each of the company's key brands beginning in 2Q24 and concentrated in 4Q24. We believe Starco's offerings are poised to take highly material leaps, with major expansions at over 10,00 doors in 2024, which we believe will position the company for material, multi-year top line growth and

Companies: ELF EL STCB EPC COTY IPAR DGE IPAR EL UNILEVER EPC STCB ELF COTY

Small Cap Consumer Research LLC
  • 10 May 24
STCB: 1Q Preview: Adding Value, Driving Upside; Reiterate Buy, $0.25 PT

We are reiterating our Buy rating, projections and $0.25 price target for Starco Brands with the company reporting 1Q24 (March) results after the close on Wednesday. We believe 1Q saw continued progress on multiple levels, with Whipshots rolling out new flavors and now in almost all 50 states, Soylent expanding their protein offerings, Art of Sport beginning its soft launch on Amazon and Skylar expanding new product categories and fragrances. As such, and with management remaining focused on dri

Companies: ELF EL STCB EPC COTY IPAR DGE IPAR EL UNILEVER EPC STCB ELF COTY

Small Cap Consumer Research LLC
  • 03 May 24
FTSE 100 back at record levels, Diageo gains on new CFO but IHG declines - Market Report
ftse-100-back-at-record-levels-diageo-gains-on-new-cfo-but-ihg-declines-market-report
  • 04 Apr 24
STCB: 4Q Review: Setting Up the Next Steps; Reiterate Buy, PT

We are reiterating our Buy rating and $0.25 price target for Starco Brands, leaving our 2024 projections basically unchanged and rolling out another year of double-digit top and EBITDA growth after the company reported inline 4Q23 results and left 2024 guidance unchanged. We believe, with multiple potential expansion opportunities in category adjacencies and new relationships, continued innovation and vertical integration and the potential for further accretive acquisitions (which are not in our

Companies: ELF EL STCB EPC COTY IPAR DGE IPAR EL UNILEVER EPC STCB ELF COTY

Small Cap Consumer Research LLC
  • 25 Mar 24
STCB: 4Q Preview; Shooting Higher in 2024; Reiterate Buy, $0.25 PT

We are reiterating our Buy rating and $0.25 price target for Starco Brands with the company announcing 4Q23 (December) results after the close on Monday. We believe 2024, with a full compliment of unique, value-added brands which leverage Starco's aerosol and marketing infrastructure in hand, and a laser focus on adding key categories and new relationships, is shaping up as another year of material progress for Starco. We believe there are also continued margin expansion opportunities from both

Companies: ELF EL STCB EPC COTY IPAR DGE IPAR EL UNILEVER EPC STCB ELF COTY

Small Cap Consumer Research LLC
  • 05 Feb 24
STCB: Setting Up for Further 2024 Growth; Reiterate Buy Rating and $0.25 PT

We are reiterating our Buy rating and $0.25 price target for Starco Brands after the company announced basically inline preliminary 2023 results and provided initial 2024 guidance for Adjusted EBITDA which bracketed our projection; as such, we are tweaking higher both our 2023 and 2034 Adjusted EBITDA projections. We believe Starco is ideally positioned to register material top and bottom line growth in 2024 (and beyond) and believe management has remained conservative on multiple levels in thei

Companies: ELF EL STCB EPC COTY IPAR DGE IPAR EL UNILEVER EPC STCB ELF COTY

Small Cap Consumer Research LLC
  • 26 Jan 24
STCB: Initiating Coverage of Starco Brands with a Buy Rating and $0.25 PT

We are initiating coverage of Starco Brands, Inc. ("Starco" or the "Company"), an emerging owner and marketer of branded consumer goods, with a Buy rating and price target of $0.25, or 26X our December 2024 Adjusted EBITDA. Starco's stable of brands includes: 1) Art of Sport body and skincare products, 2) Skylar hypoallergenic fragrance and beauty products; 3) Soylent plant-based food products, 4) Whipshots vodka infused whipped cream aerosols and 5) Winona butter flavored popcorn spray. Leverag

Companies: ELF EL COTY EPC* DGE IPAR EL UNILEVER EPC STCB ELF COTY

Small Cap Consumer Research LLC
  • 10 Nov 23
Not as immune to the slowdown as had been expected

Over the past 3 months the market believed that, with its best-in-class profile, Diageo would have been less affected by the overall industry slowdown. Today’s profit warning shows the opposite. We prefer Pernod Ricard in the short term due to the U.S. normalization and its ability to capitalize on the rebound in China. There are still some downside risks for Diageo, but the significant setback today might create an attractive entry point for the stock.

Companies: Diageo plc

AlphaValue
  • 10 Nov 23
FTSE 100 down after lacklustre GDP data — Market Report
ftse-100-down-after-lacklustre-gdp-data-market-report
  • 01 Aug 23
Decent results with reassuring US distributor inventory levels

Despite a weak US performance, organic net sales growth reached the street’s expectations, driven by strong price/mix. In general, consumers have shown resilience in bearing the price increases. Excluding pressure on African beer volumes, organic volume growth was up +1%. The US distributor inventory levels returning to historical levels provide comfort.

Companies: Diageo plc

AlphaValue
  • 10 Mar 23
Diageo PLC: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, ESG & Other Risks (03/23)

Diageo delivered an operating profit and organic top-line growth above the medium-term guidance of the company. Despite the challenging economic environment, organic net sales grew. Net sales were up across all regions. As the company implemented strategic price increases, volume grew. The free cash flow generated shows continued investment in long-term growth. The Super Premium Plus brands of Diageo grew organic net sales. Also, there was strong growth in Guinness, tequila, and scotch. Organic

Companies: Diageo plc Sponsored ADR

Baptista Research

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Date Source Announcement
04Nov24 11:34 RNS Diageo PLC - Director/PDMR Shareholding
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28Oct24 12:20 RNS Diageo PLC - Director/PDMR Shareholding
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10Oct24 14:10 RNS Diageo PLC - Director/PDMR Shareholding
03Oct24 18:00 RNS Diageo PLC - Sterling equivalent of final dividend
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