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GL9

Glanbia plc

OPPORTUNISTIC BUY 2026-08-01 Updated today EUR 22.58 Consumer Defensive - Packaged FoodsAWAIT ENTRY
59

Position levels

Currenttoday
EUR 22.58
Buy <=wait / entry
EUR 17.50
Trim >=take some off
EUR 24.50
Thesis breakA sustained drop in like-for-like revenue growth below the mid single digits for...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q1 2026 group like-for-like revenue growth of 7.2% YoY with double-digit growth in Performance Nutrition and Health & Nutrition segments
  • Optimum Nutrition 18.8% like-for-like revenue growth driven by volume, distribution and innovation
  • Transformation program targeting $60 million+ annual savings by FY27 with ongoing efficiency delivery
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.