Coverage / LON:KYGA / Trade Card

LON:KYGA

Kerry Group PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today EUR 82.80 Consumer Defensive - Packaged FoodsAWAIT ENTRY
59

Position levels

Currenttoday
EUR 82.80
Buy <=wait / entry
EUR 70.67
Trim >=take some off
EUR 92.00
Thesis breakA confirmed loss of a major Taste & Nutrition customer, a downgrade to 2026 guid...
-

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

  • First-half 2026 volume growth of 3.3% and adjusted EPS growth of 7.9% on constant-currency basis
  • Company guidance for 6% to 10% constant currency adjusted EPS growth in 2026
  • Analyst consensus 12-month price target of 96.50 EUR versus current price of 82.8
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.