Today marks Ronan Cox’s first anniversary as CEO of ZTF. It’s been a busy 12 months culminating with an ambitious and well-received CMD in March 2025. Achieving the group’s mid-term targets will, by definition, not happen overnight, but today’s confident update shows that ZTF is moving in the right direction (group sales +8% and FY outlook reiterated). The narrative on tariffs is positive and management remain committed to their plans to expand in Vietnam. ZTF is a conviction BUY for us in the s ....
