Jde Peet's NV (JDEPY)

$18.53 +0.03 (0.15%)
Market Cap 17.99B
Revenue (ttm) 0.00
Net Income (ttm) 0.00
EPS (ttm) N/A
PE Ratio 0.00
Forward PE 18.32
Profit Margin 0.00%
Debt to Equity Ratio 0.00
Volume 3,700
Avg Vol 12,306
Day's Range N/A - N/A
Shares Out 970.93M
Stochastic %K 48%
Beta N/A
Analysts Sell
Price Target N/A

Company Profile

JDE Peet's N.V. operates as a coffee and tea company worldwide. The company operates through Europe, LARMEA, APAC, and Peet's segments. It provides roast and ground multi-serve coffee, roast and ground single-serve coffee pads and capsules, instant coffee, and tea; hot beverage products, including liquid roast products and related coffee machines, and services. The company also offers whole bean coffee, beverages, tea, and related products. The company sells its products primarily under the L'OR...

Industry: Packaged Foods
Sector: Consumer Defensive
Phone: 31 20 558 1753
Address:
Oosterdoksstraat 80, Amsterdam, Netherlands
BazingAC
BazingAC Sep. 23 at 2:15 AM
$KDP Yes and no, consider the massive amount of debt that this acquisition will require.... The leverage for the coffeeco will be 6x post spin off, thats bordeline BBB- IG rating or BB+ high yield rating... KDP standalone leverage is around 3x now.. so yea $24 is a low estimate BUT devils advocate you can argue with lower EPS and p/e ratios... Consiser this, $JHX paid nearly $9 billion for AZEK.... Here we are a few quarters later and the value creation of that acquisition is NEGATIVE... Meaning if you buy shares of JHX today you would be getting the AZEK busines for "free" (just look at what James Hardie is worth today vs what JH and a AZEK were worth before the acquisition.... Crystal clear example of how NOT to do this) I am bullish KDP but there is an argument mgmt paid too much for $JDEPY and they might fumble the execution of the acquisition and spinoff.. add a recession and yeah this could go south given the high leverage... Hope not!
1 · Reply
junigage
junigage Sep. 9 at 4:45 AM
$KDP what am I missing? Prior to the announcement, the combined market cap of $KDP and $JDEPY was around $62B. Today, the combined value is $56B. So, over the past few days, we’ve collectively lost 10% of market cap. To return to $62B, KDP’s price would be valued at $32, or 15% higher from here. The math doesn’t work. What has changed? Do you really think this combination erodes value? That’s what the market is stating. Just remember, the market can stay irrational far longer than you can stay solvent.
2 · Reply
BazingAC
BazingAC Sep. 8 at 4:46 PM
$KDP In for a trade only, technicals do point to a "reversal to the mean" sort of move higher... I am using October contracts short put vs long call on a 1x3 ratio (equivalent to 150% levegare ar current spot)...i am at risk below $28 if the stock doesnt bounce. While the $JDEPY transaction adds a lot of leverage to the combined balance sheet (from 3.3x to nearly 6x), they have bridge financing to close this and that becomes a worry next year... Again in for a trade only
1 · Reply
CharlesRAAII
CharlesRAAII Aug. 29 at 5:55 PM
Keurig Dr Pepper ($KDP) plans to spin off into two companies after acquiring JDE Peet's ($JDEPY). After hearing about this move, I became curious about whether spin-offs actually create good opportunities for investors. Turns out, the data I found suggests they're more likely to fizzle than provide refreshment to portfolios: 📊 The Invesco Spin-Off ETF ($CSD) has underperformed the broader market over 10 years (7.7% vs 12.8% annually) 🔍 A comprehensive review of 89 studies spanning 45 years found "inconclusiveness" on long-term spin-off performance 💸 Analysis of 350+ major spin-offs showed the average separation delivered just a 5% market cap increase after two years ⚠️ Here's the kicker: 25% of spin-offs actually destroyed significant shareholder value 🏆 The bright spot? Top-performing spin-offs (top 25%) saw 75% market cap increases - but only when they had clear, robust separation strategies https://www.aaii.com/investor-update/article/337692-history-cautions-that-keurig-dr-pepper-spin-off-returns-could-fizzle
2 · Reply
Latest News on JDEPY
No data available.
BazingAC
BazingAC Sep. 23 at 2:15 AM
$KDP Yes and no, consider the massive amount of debt that this acquisition will require.... The leverage for the coffeeco will be 6x post spin off, thats bordeline BBB- IG rating or BB+ high yield rating... KDP standalone leverage is around 3x now.. so yea $24 is a low estimate BUT devils advocate you can argue with lower EPS and p/e ratios... Consiser this, $JHX paid nearly $9 billion for AZEK.... Here we are a few quarters later and the value creation of that acquisition is NEGATIVE... Meaning if you buy shares of JHX today you would be getting the AZEK busines for "free" (just look at what James Hardie is worth today vs what JH and a AZEK were worth before the acquisition.... Crystal clear example of how NOT to do this) I am bullish KDP but there is an argument mgmt paid too much for $JDEPY and they might fumble the execution of the acquisition and spinoff.. add a recession and yeah this could go south given the high leverage... Hope not!
1 · Reply
junigage
junigage Sep. 9 at 4:45 AM
$KDP what am I missing? Prior to the announcement, the combined market cap of $KDP and $JDEPY was around $62B. Today, the combined value is $56B. So, over the past few days, we’ve collectively lost 10% of market cap. To return to $62B, KDP’s price would be valued at $32, or 15% higher from here. The math doesn’t work. What has changed? Do you really think this combination erodes value? That’s what the market is stating. Just remember, the market can stay irrational far longer than you can stay solvent.
2 · Reply
BazingAC
BazingAC Sep. 8 at 4:46 PM
$KDP In for a trade only, technicals do point to a "reversal to the mean" sort of move higher... I am using October contracts short put vs long call on a 1x3 ratio (equivalent to 150% levegare ar current spot)...i am at risk below $28 if the stock doesnt bounce. While the $JDEPY transaction adds a lot of leverage to the combined balance sheet (from 3.3x to nearly 6x), they have bridge financing to close this and that becomes a worry next year... Again in for a trade only
1 · Reply
CharlesRAAII
CharlesRAAII Aug. 29 at 5:55 PM
Keurig Dr Pepper ($KDP) plans to spin off into two companies after acquiring JDE Peet's ($JDEPY). After hearing about this move, I became curious about whether spin-offs actually create good opportunities for investors. Turns out, the data I found suggests they're more likely to fizzle than provide refreshment to portfolios: 📊 The Invesco Spin-Off ETF ($CSD) has underperformed the broader market over 10 years (7.7% vs 12.8% annually) 🔍 A comprehensive review of 89 studies spanning 45 years found "inconclusiveness" on long-term spin-off performance 💸 Analysis of 350+ major spin-offs showed the average separation delivered just a 5% market cap increase after two years ⚠️ Here's the kicker: 25% of spin-offs actually destroyed significant shareholder value 🏆 The bright spot? Top-performing spin-offs (top 25%) saw 75% market cap increases - but only when they had clear, robust separation strategies https://www.aaii.com/investor-update/article/337692-history-cautions-that-keurig-dr-pepper-spin-off-returns-could-fizzle
2 · Reply