Jason Del Vicario
Fevertree Drinks
FEVR-LSE
PAST TOP PICK
Nov 17, 2023
(A Top Pick Oct 03/22, Up 29%)
Strong consumer products brand. Recent share price presenting good buying opportunity. Founder led & owned. No debt with high margins. Excellent for long term investors. Long term outlook for business is very favorable. Top line growing rapidly. Largest market is USA which has further room for growth.
Strong business model will established business model.
Large following in England (#1 in market).
Expanding globally into new markets.
Strong financials with healthy balance sheet.
Founder run and owned.
2% dividend yield.
Benefiting of premium mixing trend. Leader in niche market. Expanding into new flavors. #1 market share in every country except Germany. Rising costs during Pandemic are coming back down. Valuation is high, but believes long term prospects are great.
Premium mixer brand. Trend is away from alcohol, but the nice thing is that their mixers can be enjoyed on their own with some ice. Ingredients are more naturally sourced. Focused on its beverage lines, rather than diversifying.
Strong consumer products brand. Recent share price presenting good buying opportunity. Founder led & owned. No debt with high margins. Excellent for long term investors. Long term outlook for business is very favorable. Top line growing rapidly. Largest market is USA which has further room for growth.