Added to YB: 2025-04-21
Pitch date: 2025-03-31
GLB.L [neutral]
Glanbia plc
+72.55%
current return
Author Info
No bio for this author
Company Info
Glanbia plc, together with its subsidiaries, operates as a nutrition company worldwide. The company offers sports nutrition and lifestyle nutrition products in various formats, such as powders, capsules, tablets, ready-to-eat bars, and ready-to-drink beverage.
Market Cap
EUR 4.9B
Pitch Price
EUR 9.74
Price Target
N/A
Dividend
2.45%
EV/EBITDA
11.41
P/E
27.91
EV/Sales
1.40
Sector
Food Products
Category
special_situation
Longleaf Partners International Fund Portfolio Holding: Glanbia plc
GLB.L (holding update): Irish sports nutrition co facing triple headwind: 1) Whey protein isolate costs surged, creating $200M headwind ($50M after mitigations); 2) Costco launched competing Kirkland product vs key Optimum Nutrition brand; 3) Market ignoring benefits to their WPI production division. Trading at 9x PE vs higher comps. Pushing board for buybacks & potential business division sales.
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