Added to YB: 2025-10-07
Pitch date: 2025-08-21
CPR.MI [bullish]
Davide Campari-Milano N.V.
-9.69%
current return
Author Info
No bio for this author
Company Info
Davide Campari-Milano N.V., together with its subsidiaries, markets and distributes alcoholic and non-alcoholic beverages in the Americas, the Middle East, Africa, Europe, and the Asia-Pacific.
Market Cap
EUR 6.8B
Pitch Price
EUR 6.62
Price Target
N/A
Dividend
1.15%
EV/EBITDA
14.29
P/E
35.97
EV/Sales
2.99
Sector
Beverages
Category
growth
Davide Campari-Milano N.V. - $CPR.MI
CPR.MI: Premium spirits co w/ exceptional brand portfolio (Aperol 25% sales, Campari 11%, Espolòn 9%). 2x peer growth rates. New CEO Simon Hunt driving cost optimization targeting 200bps SG&A reduction. Agave costs collapsing = 200+bps gross margin tailwind 2025-26. €200M capex program ending = FCF step-change. 20x fwd P/E vs 27x 5yr avg. Mid-teens EPS growth + re-rating = 20%+ IRR over 2-3yrs.
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