Added to YB: 2025-01-17
Pitch date: 2024-12-31
CPR.MI [bullish]
Davide Campari-Milano N.V.
-0.3%
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 6.00
Price Target
N/A
Dividend
1.15%
EV/EBITDA
14.29
P/E
35.97
EV/Sales
2.99
Sector
Beverages
Category
turnaround
Oakmark International Small Cap Fund New Position: Campari
CPR.MI: Global spirits producer w/ diverse portfolio (Aperol, Campari, Espolon). Well-positioned for cocktail culture growth. Geographic mix limits downside, offers China upside. Margin & cash flow improvement potential from route-to-market investments, normalizing commodities, & capex reduction. 7-year low valuation due to destocking & demand concerns.
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