JDE Peet's - mit Kaffee zum Gewinn (Seite 3)
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ISIN: NL0014332678 · WKN: A2P0E9 · Symbol: JDE
20,420
EUR
-0,87 %
-0,180 EUR
Letzter Kurs 11:31:48 Tradegate
Neuigkeiten
18.04.24 · globenewswire  |
28.03.24 · globenewswire |
26.03.24 · globenewswire |
08.03.24 · globenewswire |
Werte aus der Branche Getränke/Tabak
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5.300,00 | +99.999,00 | |
| 1,4600 | +21,67 | |
| 36,97 | +11,46 | |
| 2.040,45 | +9,72 | |
| 1,8450 | +9,17 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1.109,85 | -5,40 | |
| 1,4000 | -6,67 | |
| 1,4700 | -7,84 | |
| 5,7675 | -9,74 | |
| 0,7700 | -45,00 |
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ich überlege hier auch eine kleine erste Position zu kaufen für ein unzyklisches, langfristiges Dividendendepot. Die Newslage finde ich etwas mau, ferner stört mich der geringe Streubesitz etwas. Andererseits geht Kaffee immer, der Konsum nimmt wohl eher zu als ab, also ein sicheres Geschäftsfeld im eh unzyklischen Konsumsektor, insb wenn man weltweit tätig ist wie JDE... die Prognosen passen, es wird auch ein stetiges Dividendenwachstum in Aussicht gestellt...
folgendes Video ist zwar schon 3 Monate alt, aber recht informativ (die darin erwähnten Aktienrückkäufe sehe ich allerdings erstmal nicht):
ich warte/hoffe noch auf Kurse von ca 25€, das wäre mein Wunscheinstieg für eine erste Position. Falls jemand gute Infos oder Alternativideen hat: Für Denkanstöße bin ich immer dankbar...😎
folgendes Video ist zwar schon 3 Monate alt, aber recht informativ (die darin erwähnten Aktienrückkäufe sehe ich allerdings erstmal nicht):
ich warte/hoffe noch auf Kurse von ca 25€, das wäre mein Wunscheinstieg für eine erste Position. Falls jemand gute Infos oder Alternativideen hat: Für Denkanstöße bin ich immer dankbar...😎
Der australische Kaffeeröster Thirty Second Bean Company Pty Ltd. (auch als "Campos Coffee" bekannt) wird von JDE Peet's N.V. übernommen. Quelle: globenewswire.com
https://www.jdepeets.com/siteassets/documents/jde-peets-full…
Press release
Amsterdam, 9 March 2021
JDE Peet’s reports full-year results 2020
H2 back to growth with better underlying momentum
Key items1
• Pure-play focus and powerful portfolio drove record In-Home organic sales growth of 9.1% in FY 20
• Total organic sales growth accelerated from -1.1% in H1 to 0.7% in H2, with In-Home at 9.8% and
Away-from-Home at -29.8% due to new lockdowns in Q4
• Progress across all sustainability commitments, with notable increase in share of third-party certified/
verified coffee; 87% of packaging designed to be reusable, recyclable or compostable
• Organic adjusted EBIT growth of 6.2% to EUR 1,278 million in FY 20
• Free cash flow of EUR 877 million, after one-off tax and IPO payments of EUR 277 million
• Leverage improved to 3.2x, from 4.2x at the end of FY 19
• Proposal to pay a total cash dividend of EUR 0.70 per share in two equal instalments
• FY 21 outlook: organic sales growth of 3 to 5%, with a catch-up on the marketing investment level,
will result in a low single-digit organic increase in adjusted EBIT
A message from Fabien Simon, CEO of JDE Peet’s
“In an unprecedented year, JDE Peet’s employees and partners worked tirelessly to serve our loved
coffee and tea brands to consumers across the six continents. I would like to thank the teams who rallied
together, supported communities with initiatives across 30 countries, while ensuring the health and
safety of our employees.
JDE Peet's delivered a strong performance in 2020, demonstrating once again the resilience of the
category we participate in, as well as the strengths and agility of our capabilities built over the last 268
years. As the world's largest coffee and tea pure player, we have become more relevant than ever before.
We are evolving our portfolio and channel capabilities towards the fastest growing and more premium InHome propositions through our unique set of global and local brands. Our strategic choices and
investments supported a record In-Home organic growth of 9.1% in 2020, with increasing momentum in
the second part of the year on sales growth, pricing and in-market performance.
We improved our leverage, and reduced net debt by another EUR 462 million in the second half of 2020.
Our confidence in sustained strong free cash flow generation enables us to propose a cash dividend of
EUR 0.70 per share.
2021 is expected to be another uncertain year and the long-lasting impacts of the pandemic are unclear
and will need to be assessed, in particular the implications for the Away-from-Home channel. We
therefore consider it appropriate to adjust our medium- to long-term targets. We are very confident of
our growth opportunities to support 3 to 5% organic sales growth and mid-single-digit organic adjusted
EBIT growth with quality margins, further deleveraging, and funding inorganic growth from our strong
cash flow generation. These medium- to long-term targets point to the 2021 outlook of organic sales
growth of 3 to 5%, combined with a low single-digit organic increase in adjusted EBIT, delivered in a
quality way, with A&P trending back towards the FY 19 level."
1/22
1
This press release contains certain non-IFRS financial measures and ratios, which are not recognised measures of financial performance or liquidity under
IFRS. For a reconciliation of these non-IFRS financial measures to the most directly comparable IFRS financial measures, see page 7 of this press release.
Corporate Responsibility
JDE Peet's' Corporate Responsibility strategy is built on three pillars: Common Grounds, addressing the
priority issues in our supply chain; Minimised Footprint, aimed at reducing our environmental impact;
and Connected People, engaging our employees and our communities.
In 2020, we made good progress on our Corporate Responsibility Programme. Under our Common
Grounds programme, we increased the share of responsibly sourced coffee, and significantly increased
the number of smallholders we reach through our collaborative programmes, despite the pandemic. In
2020, 87% of our primary and secondary packaging was either reusable, recyclable or compostable,
while 33% of our packaging came from recycled materials, which is restricted by current regulations
limiting the use of recycled content within packaging which is in direct food contact. We successfully
relaunched our leading Senseo brand, with an industry-first compostable coffee pad containing 100%
certified coffee and low-environmental impact appliances to create a truly sustainable offering for our
consumers. Most recently, we partnered with Nestlé in the UK to launch Podback, enabling consumers to
return our Tassimo T-discs and L’OR coffee capsules more easily through a variety of methods.
Outlook 2021
While uncertainty remains regarding the future implications COVID-19 may have on global markets, we
believe that vaccination programmes around the world will lead to a gradual lifting of lockdown measures
in the course of 2021.
Within this context, we expect organic sales growth of 3 to 5% in FY 21, assuming a moderate recovery
in Away-from-Home. To fully capture the growth opportunities we see in the coming years, we will step
up our investments for growth in 2021, notably in marketing and innovation support. With these
investments in growth, we expect organic adjusted EBIT growth to be in the low single-digit range in FY
21.
We remain committed to reducing our leverage to below 3x net debt to adjusted EBITDA.
Medium- to Long-Term Targets
Following the unprecedented developments related to the COVID pandemic and the long-lasting changes
the company expects they will have on consumer behaviour, the company has reviewed its strategy in
recent months.
While management has concluded that the company's strategy will not be subject to any material
changes, we are further encouraged by the future growth opportunities the team has identified.
Consistent with JDE Peet's commitment to focus on the quality and sustainability of its organic sales
growth and profitability, the company has decided to link its profitability target more closely to its organic
sales growth target.
As a result, the company targets for the medium- to long-term to deliver organic sales growth of 3 to 5%
and mid-single-digit organic adjusted EBIT growth with quality margins. In addition, the company
continues to target a Free Cash Flow conversion of approximately 70%.
More information about the company's strategy and future growth opportunities will be shared with
institutional investors and equity research analysts during a virtual Strategic Update meeting on Thursday
31 March 2021.
Dividend
JDE Peet's' Board proposes to pay a dividend of EUR 0.70 per share in cash related to FY 20. The dividend
will be paid in two instalments of EUR 0.35 each. The first payment date will be on Friday 16 July 2021,
with the ex-dividend date on Monday 12 July 2021 and the record date on Tuesday 13 July 2021. The
second payment date will be on Friday 28 January 2022, with the ex-dividend date on Monday 24 January
2022 and the record date on Tuesday 25 January 2022. The dividend proposal is subject to approval by
the Annual General Meeting of Shareholders to be held on Thursday 17 June 2021.
2/22
Financial Review Full-Year 2020
in EUR m FY 20 FY 19 Organic Reported
(unless otherwise stated) change change
Sales 6,651 6,945 -0.2 % -4.2 %
Adjusted EBIT 1,278 1,255 6.2 % 1.9 %
Underlying profit for the period 787 801 - -
Underlying EPS1,2 (EUR) 1.57 - - -
Reported EPS (EUR) 0.80 - - -
1 Underlying earnings (per share) excludes all adjusting items (net of tax)
2 Based on a pro-forma average number of shares of 499,709,030
In FY 20, total sales decreased by 0.2% on an organic basis. Our In-Home businesses delivered recordhigh organic sales growth of 9.1% as lockdown measures shifted a significant part of Away-from-Home
consumption to In-Home. The Away-from-Home activities showed a relatively stable organic sales
performance in H2 versus H1, despite a wave of new lockdown measures in Q4, resulting in a full-year
organic sales decline of -30.0%.
Total organic sales growth reflects a volume/mix effect of -1.0% and 0.8% in price. Changes in scope and
other changes decreased sales by 0.4% while foreign exchange had a negative impact of 3.6%. Total
reported sales decreased by 4.2% to EUR 6,651 million.
Adjusted EBIT increased organically by 6.2% to EUR 1,278 million driven by strong double-digit growth in
all three CPG segments and Peet's, partially offset by a decline in the Away-from-Home businesses.
Including the effects of foreign exchange and scope changes, adjusted EBIT increased by 1.9%.
Underlying profit - excluding non-recurring items - decreased by 1.7% to EUR 787 million as a higher
operating profit was offset by greater adjusted net financial expenses.
Free cash flow of EUR 877 million included EUR 84 million of payments related to the IPO and EUR 193
million of future tax payments brought forward.
Net leverage improved to 3.2x net debt to adjusted EBITDA from 4.2x at the end of FY 19. We continue
to make significant progress on our deleveraging priority and we are well positioned to reduce our
leverage to below 3x. On 11 November 2020, Fitch assigned an investment grade rating to JDE Peet's
underscoring our operating strength, strong financial discipline, and continued progress on deleveraging.
Our liquidity position remains strong, with total liquidity of EUR 1,064 million consisting of a cash position
of EUR 389 million and available committed RCF facilities of EUR 675 million.
Press release
Amsterdam, 9 March 2021
JDE Peet’s reports full-year results 2020
H2 back to growth with better underlying momentum
Key items1
• Pure-play focus and powerful portfolio drove record In-Home organic sales growth of 9.1% in FY 20
• Total organic sales growth accelerated from -1.1% in H1 to 0.7% in H2, with In-Home at 9.8% and
Away-from-Home at -29.8% due to new lockdowns in Q4
• Progress across all sustainability commitments, with notable increase in share of third-party certified/
verified coffee; 87% of packaging designed to be reusable, recyclable or compostable
• Organic adjusted EBIT growth of 6.2% to EUR 1,278 million in FY 20
• Free cash flow of EUR 877 million, after one-off tax and IPO payments of EUR 277 million
• Leverage improved to 3.2x, from 4.2x at the end of FY 19
• Proposal to pay a total cash dividend of EUR 0.70 per share in two equal instalments
• FY 21 outlook: organic sales growth of 3 to 5%, with a catch-up on the marketing investment level,
will result in a low single-digit organic increase in adjusted EBIT
A message from Fabien Simon, CEO of JDE Peet’s
“In an unprecedented year, JDE Peet’s employees and partners worked tirelessly to serve our loved
coffee and tea brands to consumers across the six continents. I would like to thank the teams who rallied
together, supported communities with initiatives across 30 countries, while ensuring the health and
safety of our employees.
JDE Peet's delivered a strong performance in 2020, demonstrating once again the resilience of the
category we participate in, as well as the strengths and agility of our capabilities built over the last 268
years. As the world's largest coffee and tea pure player, we have become more relevant than ever before.
We are evolving our portfolio and channel capabilities towards the fastest growing and more premium InHome propositions through our unique set of global and local brands. Our strategic choices and
investments supported a record In-Home organic growth of 9.1% in 2020, with increasing momentum in
the second part of the year on sales growth, pricing and in-market performance.
We improved our leverage, and reduced net debt by another EUR 462 million in the second half of 2020.
Our confidence in sustained strong free cash flow generation enables us to propose a cash dividend of
EUR 0.70 per share.
2021 is expected to be another uncertain year and the long-lasting impacts of the pandemic are unclear
and will need to be assessed, in particular the implications for the Away-from-Home channel. We
therefore consider it appropriate to adjust our medium- to long-term targets. We are very confident of
our growth opportunities to support 3 to 5% organic sales growth and mid-single-digit organic adjusted
EBIT growth with quality margins, further deleveraging, and funding inorganic growth from our strong
cash flow generation. These medium- to long-term targets point to the 2021 outlook of organic sales
growth of 3 to 5%, combined with a low single-digit organic increase in adjusted EBIT, delivered in a
quality way, with A&P trending back towards the FY 19 level."
1/22
1
This press release contains certain non-IFRS financial measures and ratios, which are not recognised measures of financial performance or liquidity under
IFRS. For a reconciliation of these non-IFRS financial measures to the most directly comparable IFRS financial measures, see page 7 of this press release.
Corporate Responsibility
JDE Peet's' Corporate Responsibility strategy is built on three pillars: Common Grounds, addressing the
priority issues in our supply chain; Minimised Footprint, aimed at reducing our environmental impact;
and Connected People, engaging our employees and our communities.
In 2020, we made good progress on our Corporate Responsibility Programme. Under our Common
Grounds programme, we increased the share of responsibly sourced coffee, and significantly increased
the number of smallholders we reach through our collaborative programmes, despite the pandemic. In
2020, 87% of our primary and secondary packaging was either reusable, recyclable or compostable,
while 33% of our packaging came from recycled materials, which is restricted by current regulations
limiting the use of recycled content within packaging which is in direct food contact. We successfully
relaunched our leading Senseo brand, with an industry-first compostable coffee pad containing 100%
certified coffee and low-environmental impact appliances to create a truly sustainable offering for our
consumers. Most recently, we partnered with Nestlé in the UK to launch Podback, enabling consumers to
return our Tassimo T-discs and L’OR coffee capsules more easily through a variety of methods.
Outlook 2021
While uncertainty remains regarding the future implications COVID-19 may have on global markets, we
believe that vaccination programmes around the world will lead to a gradual lifting of lockdown measures
in the course of 2021.
Within this context, we expect organic sales growth of 3 to 5% in FY 21, assuming a moderate recovery
in Away-from-Home. To fully capture the growth opportunities we see in the coming years, we will step
up our investments for growth in 2021, notably in marketing and innovation support. With these
investments in growth, we expect organic adjusted EBIT growth to be in the low single-digit range in FY
21.
We remain committed to reducing our leverage to below 3x net debt to adjusted EBITDA.
Medium- to Long-Term Targets
Following the unprecedented developments related to the COVID pandemic and the long-lasting changes
the company expects they will have on consumer behaviour, the company has reviewed its strategy in
recent months.
While management has concluded that the company's strategy will not be subject to any material
changes, we are further encouraged by the future growth opportunities the team has identified.
Consistent with JDE Peet's commitment to focus on the quality and sustainability of its organic sales
growth and profitability, the company has decided to link its profitability target more closely to its organic
sales growth target.
As a result, the company targets for the medium- to long-term to deliver organic sales growth of 3 to 5%
and mid-single-digit organic adjusted EBIT growth with quality margins. In addition, the company
continues to target a Free Cash Flow conversion of approximately 70%.
More information about the company's strategy and future growth opportunities will be shared with
institutional investors and equity research analysts during a virtual Strategic Update meeting on Thursday
31 March 2021.
Dividend
JDE Peet's' Board proposes to pay a dividend of EUR 0.70 per share in cash related to FY 20. The dividend
will be paid in two instalments of EUR 0.35 each. The first payment date will be on Friday 16 July 2021,
with the ex-dividend date on Monday 12 July 2021 and the record date on Tuesday 13 July 2021. The
second payment date will be on Friday 28 January 2022, with the ex-dividend date on Monday 24 January
2022 and the record date on Tuesday 25 January 2022. The dividend proposal is subject to approval by
the Annual General Meeting of Shareholders to be held on Thursday 17 June 2021.
2/22
Financial Review Full-Year 2020
in EUR m FY 20 FY 19 Organic Reported
(unless otherwise stated) change change
Sales 6,651 6,945 -0.2 % -4.2 %
Adjusted EBIT 1,278 1,255 6.2 % 1.9 %
Underlying profit for the period 787 801 - -
Underlying EPS1,2 (EUR) 1.57 - - -
Reported EPS (EUR) 0.80 - - -
1 Underlying earnings (per share) excludes all adjusting items (net of tax)
2 Based on a pro-forma average number of shares of 499,709,030
In FY 20, total sales decreased by 0.2% on an organic basis. Our In-Home businesses delivered recordhigh organic sales growth of 9.1% as lockdown measures shifted a significant part of Away-from-Home
consumption to In-Home. The Away-from-Home activities showed a relatively stable organic sales
performance in H2 versus H1, despite a wave of new lockdown measures in Q4, resulting in a full-year
organic sales decline of -30.0%.
Total organic sales growth reflects a volume/mix effect of -1.0% and 0.8% in price. Changes in scope and
other changes decreased sales by 0.4% while foreign exchange had a negative impact of 3.6%. Total
reported sales decreased by 4.2% to EUR 6,651 million.
Adjusted EBIT increased organically by 6.2% to EUR 1,278 million driven by strong double-digit growth in
all three CPG segments and Peet's, partially offset by a decline in the Away-from-Home businesses.
Including the effects of foreign exchange and scope changes, adjusted EBIT increased by 1.9%.
Underlying profit - excluding non-recurring items - decreased by 1.7% to EUR 787 million as a higher
operating profit was offset by greater adjusted net financial expenses.
Free cash flow of EUR 877 million included EUR 84 million of payments related to the IPO and EUR 193
million of future tax payments brought forward.
Net leverage improved to 3.2x net debt to adjusted EBITDA from 4.2x at the end of FY 19. We continue
to make significant progress on our deleveraging priority and we are well positioned to reduce our
leverage to below 3x. On 11 November 2020, Fitch assigned an investment grade rating to JDE Peet's
underscoring our operating strength, strong financial discipline, and continued progress on deleveraging.
Our liquidity position remains strong, with total liquidity of EUR 1,064 million consisting of a cash position
of EUR 389 million and available committed RCF facilities of EUR 675 million.
Trading Spotlight
Für mich der Grund auszusteigen - trotz spannender Story.
Wird der Kaufpreis Kaffee im EK wieder ansteigen - wird dies nicht zu 100 % auf den Verbraucher weitergeben werden im Wettbewerb. Belastung Bottom Line EBITDA Wachstum - selbst wenn Top Line der Sales gesteigert wird...imho
Der Rohstoffpreis ist so günstig wie seit Jahren nicht mehr. Das drückt den Kaffeepreis hierzulande. Und bedroht Kaffeebauern in ihrer Existenz.
https://www.handelszeitung.ch/unternehmen/kaffee-ist-so-bill…
Wird der Kaufpreis Kaffee im EK wieder ansteigen - wird dies nicht zu 100 % auf den Verbraucher weitergeben werden im Wettbewerb. Belastung Bottom Line EBITDA Wachstum - selbst wenn Top Line der Sales gesteigert wird...imho
Der Rohstoffpreis ist so günstig wie seit Jahren nicht mehr. Das drückt den Kaffeepreis hierzulande. Und bedroht Kaffeebauern in ihrer Existenz.
https://www.handelszeitung.ch/unternehmen/kaffee-ist-so-bill…
Die veröffentlichen ja nicht einmal Quartalszahlen. Anscheinend ist das beim Börsenplatz Amsterdam nicht notwendig. Insgesamt enttäuschend, aber die ganze Branche ist momentan nicht in Mode.
Was ist das für eine tote Aktie, läuft ja garnichts hier
Auf der aoHV im November hat man sich nur um die Managementvergütung gekümmert. Der Analystenkonsens bedeutet eine Dividende von 0,59€ zur HV am 17.6.21. Die Marktkapitalisierung beträgt 18 Mrd., allerdings liegt der Freefloat nur bei 12,5%. Somit nur mit SDax vergleichbar. Dividendenrendite aktuell bei Nestle einiges attraktiver. Kursperformance im letzten halben Jahr bei Nestle und Mondelez einiges besser.
JDE Peets unterschritt den Emissionspreis in Höhe von 31,50 Euro von Ende Mai 2020, Einstiegschance?
https://www.boerse-online.de/nachrichten/aktien/jde-peets-ak…
https://www.boerse-online.de/nachrichten/aktien/jde-peets-ak…
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