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Added to YB: 2024-12-16

Pitch date: 2024-12-13

KLG [neutral]

WK Kellogg Co

+13.3%

current return

Author Info

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Company Info

WK Kellogg Co manufactures and distributes ready-to-eat cereal products. The company offers a wide range of products, such as Frosted Flakes, Special K, Froot Loops, Rice Krispies, Raisin Bran, Frosted Mini-Wheats, Bear Naked, Kashi, Corn Pops, All-Bran, Cracklin Oat Bran, Krave, Apple Jacks, Corn Flakes, Honey Smacks, and Crispix.

Market Cap

$2.0B

Pitch Price

$20.30

Price Target

30.00 (+30%)

Dividend

N/A

EV/EBITDA

9.00

P/E

52.03

EV/Sales

1.05

Sector

Food Products

Category

value

Show full summary:
Deep dive into Kellogg

KLG (deep dive): Spun-off NA cereal biz, 18% of original Kellogg rev. Aims to stabilize topline (-3% avg), improve margins (+5%), pay down debt. Bull: 50%+ upside on margin boost, growth reaccel. Bear: Continued mkt share loss, failed marketing. DCF fair value $23.9, current $20.7. Key risks: volume decline, raw material costs, customer concentration.

Read full article (7 min)