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30 May 2023
46 stocks, 272 charts, 690 questions
Henkel AG & Co. KGaA Pref (HEN3:ETR), 0 | Heineken NV (HEIA:AMS), 0 | Danone (BN:EPA), 0 | Danone SA (BN:PAR), 0 | Nestle S.A. (NESN:SWX), 0 | Chocoladefabriken Lindt & Spruengli AG Partizipsch. (LISP:SWX), 0 | Tate & Lyle PLC (TATE:LON), 682 | Beiersdorf AG (BEI:ETR), 0 | L'Oreal (OR:EPA), 0 | L'Oreal S.A. (OR:PAR), 0 | Pernod Ricard (RI:EPA), 0 | Pernod Ricard SA (RI:PAR), 0 | Reckitt Benckiser Group plc (RKT:LON), 5,814 | Remy Cointreau (RCO:EPA), 0 | Remy Cointreau SA (RCO:PAR), 0 | Unilever PLC (ULVR:LON), 0 | Diageo plc (DGE:LON), 3,108 | Carlsberg (CARL-B:CPH), 0 | Carlsberg AS Class B (CARL.B:CSE), 0 | Kerry Group Plc Class A (KRZ:DUB), 0 | Kimberly Clark (KMB:NYSE), 0 | Kimberly-Clark Corporation (KMB:NYS), 0 | Kellogg Company (K:NYSE), 0 | Kellogg Company (K:NYS), 0 | Hershey Co (HSY:NYSE), 0 | Hershey Company (HSY:NYS), 0 | General Mills (GIS:NYSE), 0 | General Mills, Inc. (GIS:NYS), 0 | Campbell Soup Company (CPB:NYSE), 0 | Campbell Soup Company (CPB:NYS), 0 | AB INBEV (ABI:EBR), 0 | Anheuser-Busch InBev SA/NV (ABI:BRU), 0 | Givaudan SA (GIVN:SWX), 0 | Novozymes (NZYM-B:CPH), 0 | Novozymes A/S Class B (NZYM.B:CSE), 0 | MONDELEZ INTERNATIONAL INC-A (MDLZ:NYSE), 0 | Mondelez International, Inc. Class A (MDLZ:NAS), 0 | Croda International Plc (CRDA:LON), 4,852 | Mowi ASA (MOWI:STO), 0 | Mowi ASA (MOWI:OSL), 0 | Davide Campari-Milano (CPR:BIT), 0 | Davide Campari-Milano N.V. (CPR:MIL), 0 | J M Smucker Co (SJM:NYSE), 0 | J.M. Smucker Company (SJM:NYS), 0 | Coca-Cola Europacific Partners plc (CCEP:NAS), 0 | Conagra Brands (CAG:NYSE), 0 | Conagra Brands, Inc. (CAG:NYS), 0 | International Flavors & Fragrances (IFF:NYSE), 0 | International Flavors & Fragrances Inc. (IFF:NYS), 0 | Sensient Technologies Corporation (SXT:NYSE), 0 | Sensient Technologies Corporation (SXT:NYS), 0 | Symrise AG (SY1:ETR), 0 | McCormick & Company (MKC:NYSE), 0 | McCormick & Company, Incorporated (MKC:NYS), 0 | Chr Hansen Holding (CHR:CPH), 0 | Chr. Hansen Holding A/S (CHR:CSE), 0 | Glanbia Plc (GL9:DUB), 0 | Coca-Cola HBC AG (CCH:LON), 2,228 | AAK Ab (AAK:STO), 0 | AAK AB (AAK:OME), 0 | KRAFT HEINZ CO THE (KHC:NYSE), 0 | Kraft Heinz Company (KHC:NAS), 0 | Fevertree Drinks PLC (FEVR:LON), 1,227 | Essity AB Class B (ESSITY.B:OME), 0 | Intercos S.p.A. (ICOS:MIL), 0 | JDE Peet's NV (JDEP:AMS), 0 | Oatly Group AB Sponsored ADR (OTLY:NAS), 0 | Haleon PLC (HLN:LON), 331

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46 stocks, 272 charts, 690 questions
Henkel AG & Co. KGaA Pref (HEN3:ETR), 0 | Heineken NV (HEIA:AMS), 0 | Danone (BN:EPA), 0 | Danone SA (BN:PAR), 0 | Nestle S.A. (NESN:SWX), 0 | Chocoladefabriken Lindt & Spruengli AG Partizipsch. (LISP:SWX), 0 | Tate & Lyle PLC (TATE:LON), 682 | Beiersdorf AG (BEI:ETR), 0 | L'Oreal (OR:EPA), 0 | L'Oreal S.A. (OR:PAR), 0 | Pernod Ricard (RI:EPA), 0 | Pernod Ricard SA (RI:PAR), 0 | Reckitt Benckiser Group plc (RKT:LON), 5,814 | Remy Cointreau (RCO:EPA), 0 | Remy Cointreau SA (RCO:PAR), 0 | Unilever PLC (ULVR:LON), 0 | Diageo plc (DGE:LON), 3,108 | Carlsberg (CARL-B:CPH), 0 | Carlsberg AS Class B (CARL.B:CSE), 0 | Kerry Group Plc Class A (KRZ:DUB), 0 | Kimberly Clark (KMB:NYSE), 0 | Kimberly-Clark Corporation (KMB:NYS), 0 | Kellogg Company (K:NYSE), 0 | Kellogg Company (K:NYS), 0 | Hershey Co (HSY:NYSE), 0 | Hershey Company (HSY:NYS), 0 | General Mills (GIS:NYSE), 0 | General Mills, Inc. (GIS:NYS), 0 | Campbell Soup Company (CPB:NYSE), 0 | Campbell Soup Company (CPB:NYS), 0 | AB INBEV (ABI:EBR), 0 | Anheuser-Busch InBev SA/NV (ABI:BRU), 0 | Givaudan SA (GIVN:SWX), 0 | Novozymes (NZYM-B:CPH), 0 | Novozymes A/S Class B (NZYM.B:CSE), 0 | MONDELEZ INTERNATIONAL INC-A (MDLZ:NYSE), 0 | Mondelez International, Inc. Class A (MDLZ:NAS), 0 | Croda International Plc (CRDA:LON), 4,852 | Mowi ASA (MOWI:STO), 0 | Mowi ASA (MOWI:OSL), 0 | Davide Campari-Milano (CPR:BIT), 0 | Davide Campari-Milano N.V. (CPR:MIL), 0 | J M Smucker Co (SJM:NYSE), 0 | J.M. Smucker Company (SJM:NYS), 0 | Coca-Cola Europacific Partners plc (CCEP:NAS), 0 | Conagra Brands (CAG:NYSE), 0 | Conagra Brands, Inc. (CAG:NYS), 0 | International Flavors & Fragrances (IFF:NYSE), 0 | International Flavors & Fragrances Inc. (IFF:NYS), 0 | Sensient Technologies Corporation (SXT:NYSE), 0 | Sensient Technologies Corporation (SXT:NYS), 0 | Symrise AG (SY1:ETR), 0 | McCormick & Company (MKC:NYSE), 0 | McCormick & Company, Incorporated (MKC:NYS), 0 | Chr Hansen Holding (CHR:CPH), 0 | Chr. Hansen Holding A/S (CHR:CSE), 0 | Glanbia Plc (GL9:DUB), 0 | Coca-Cola HBC AG (CCH:LON), 2,228 | AAK Ab (AAK:STO), 0 | AAK AB (AAK:OME), 0 | KRAFT HEINZ CO THE (KHC:NYSE), 0 | Kraft Heinz Company (KHC:NAS), 0 | Fevertree Drinks PLC (FEVR:LON), 1,227 | Essity AB Class B (ESSITY.B:OME), 0 | Intercos S.p.A. (ICOS:MIL), 0 | JDE Peet's NV (JDEP:AMS), 0 | Oatly Group AB Sponsored ADR (OTLY:NAS), 0 | Haleon PLC (HLN:LON), 331
- Published:
30 May 2023 -
Author:
Omanadze Mikheil MO | Stent Jeff JS | Vesterinen Heidi HV | Tang Nicola NT | Gumport Max MG -
Pages:
157 -
Conference compendium
With the summer conference season approaching, we have collated a convenient compendium of questions and performance/valuation/data screens for all the stocks within our food, household and personal care, beverages and consumer ingredients coverage universe.
Stock information
Within you will find 15 updated questions for management, latest company guidance, the P/E and EV/EBIT history relative to the wider sector, the P/E history relative to the relevant sub-sector, the YTD share price performance relative to EU (or US) Consumer Staples, consensus EPS worms, consensus FY EPS revisions and summary financials.
Stocks covered
In alphabetical order, the stocks covered in this compendium are AAK, Anheuser-Busch InBev, Beiersdorf, Campari, Campbell, Carlsberg, Chr. Hansen, Coca-Cola Europacific Partners, Coca-Cola HBC, Conagra, Croda, Danone, Diageo, DSM-Firmenich, Essity, Fever-Tree, General Mills, Givaudan, Glanbia, Haleon, Heineken, Henkel, Hershey, IFF, Intercos, JDE Peet''s, Kellogg, Kerry, Kimberly-Clark, Kraft Heinz, Lindt, L''Oreal, McCormick, Mondelez, Mowi, Nestle, Novozymes, Oatly, Pernod Ricard, Reckitt, Remy Cointreau, Sensient, Smucker, Symrise, Tate and Lyle and Unilever.
More information?
Some of our latest research is just a click away for both Staples (Brewers: 2024, Time for an Aspirin?, Stake Out, Improving Everywhere, Every Day..., Blurred lines, Playing deflation) and Consumer Ingredients (Conference feedback: Brighter days are near, DSM: Move on up). If you require anything else, please do not hesitate to get in touch with a member of the team.