Added to YB: 2026-01-15
Pitch date: 2026-01-13
TFF.PA [neutral]
TFF Group
-0.28%
current return
Author Info
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Company Info
TFF Group, together with its subsidiaries, engages in the wine and spirits ageing in the United States, Europe, France, Asia, and internationally.
Market Cap
EUR 385.9M
Pitch Price
EUR 17.65
Price Target
N/A
Dividend
2.81%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Containers and Packaging
Category
turnaround
TFF (TFF France): navigating a cyclical downdraft as end-markets work through excesses
TFF.PA (update): Cooperage sector hit by cyclical downturn as wine/spirits producers cut orders amid weak demand & high inventories. H1 revenue declined sharply, especially spirits/bourbon. Maintained double-digit operating margin despite volume drop. Management mothballed capacity, cut costs. H2 outlook weak, lowered FY guidance. Structural long-term trends intact but cyclical pressure persists.
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