Added to YB: 2026-02-12
Pitch date: 2025-11-25
GRG.L [bullish]
Greggs plc
+19.9%
current return
Author Info
No bio for this author
Company Info
Greggs plc operates as a food-on-the-go retailer in the United Kingdom. It offers a range of fresh bakery products, sandwiches, and drinks.
Market Cap
GBP 1.7B
Pitch Price
GBP 14.41
Price Target
N/A
Dividend
4.07%
EV/EBITDA
6.09
P/E
14.22
EV/Sales
0.99
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Greggs plc - $GRG.L
GRG.L: UK food-to-go operator down 49% YTD on soft LFLs & elevated capex. 20yr track record: +7% rev CAGR, 20%+ ROE, no debt. Supply chain capex peaks 2025, FCF inflects positive 2026+. Static 8-9% FCF yield + LSD estate growth (2.1k→3k stores) + inflation LFLs = teen returns. Risks: LFLs fail to beat inflation, estate expansion too optimistic.
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