Added to YB: 2025-12-04
Pitch date: 2025-12-02
EUR.WA [neutral]
Eurocash S.A.
-18.37%
current return
Author Info
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Company Info
Eurocash S.A. engages in the wholesale distribution of food and other fast moving consumer goods (FMCG) in Poland.
Market Cap
PLN 1.0B
Pitch Price
PLN 7.35
Price Target
N/A
Dividend
9.80%
EV/EBITDA
3.60
P/E
-34.40
EV/Sales
0.11
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Eurocash (EUR Poland): stuck between discounters and decline, waiting for a reset
EUR.WA (update): Polish food distributor facing structural headwinds as discounters gain share. Q3 wholesale -12%, distribution -7%, retail -17% YOY. Management targets PLN 600M EBIT by 2027 vs current struggles. December strategy update critical but execution risk high, visibility low. Trading as value trap pending credible turnaround plan.
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