Added to YB: 2025-02-07
Pitch date: 2025-02-06
JDEP.AS [bullish]
JDE Peet's N.V.
+102.32%
current return
Author Info
Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. Sign up for the newsletter.
Company Info
JDE Peet's N.V. operates as a coffee and tea company worldwide. The company operates through Europe, LARMEA, APAC, and Peet’s segments.
Market Cap
EUR 15.3B
Pitch Price
EUR 15.67
Price Target
22.00 (-31%)
Dividend
2.30%
EV/EBITDA
16.34
P/E
25.72
EV/Sales
2.00
Sector
Food Products
Category
value
$JDEP Quick Pitch
JDEP.AS: Global coffee/tea leader, #1-2 in 39 markets. +3.6% organic sales, 5-yr CAGR 5%. JAB upped stake to 68%. New CEO, premium focus. Green coffee inflation risk. €650m-€1B FCF potential. 3.12x leverage post-acquisitions. €22 PT, 10-12% return potential w/ dividend.
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