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GL9

Glanbia plc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old EUR 23.18 Consumer Defensive - Packaged FoodsAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
EUR 23.18
Buy <=wait / entry
EUR 20.33
Trim >=take some off
EUR 25.00
Thesis breakA reset of 2026 EPS guidance at the interim 2026 results, or sustained dairy inp...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Upgraded full-year adjusted EPS growth guidance to 17%-20% constant currency
  • H1 2026 adjusted EPS of $0.8124, up 30% year-over-year with revenue up 7%
  • Transformation programme annual savings target raised to $70 million by FY27
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.