Added to YB: 2025-09-23
Pitch date: 2025-09-20
FARM [neutral]
Farmer Bros. Co.
-32.62%
current return
Author Info
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Company Info
Farmer Bros. Co. engages in the roasting, wholesale, equipment servicing, and distribution of coffee, tea, and other allied products in the United States.
Market Cap
$62.9M
Pitch Price
$1.87
Price Target
3.00 (+138%)
Dividend
N/A
EV/EBITDA
25.51
P/E
-3.72
EV/Sales
0.33
Sector
Food Products
Category
special_situation
Farmer Bros. Co. (FARM): How To Approach This Special Situation
FARM (overview): Coffee supplier exploring strategic alternatives after Q4 results showed 44.9% gross margins (+600bps) but FY2026 guidance warns margins back to high-30s on rising coffee prices & 50% Brazil tariffs. Trades 7x EV/EBITDA vs peers; acquisition synergies could justify 50%+ premium despite headwinds.
Read full article (4 min)