Calls
1
u/No-Temporary-8222
Reddit r/ValueInvesting
Win Rate
0.0%
return
-25.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 24
$16.20
-25.9%
Stock down ~80% while revenue remains ~$2.3B; valuation at 8x NTM EBITDA and 1.3x NTM revenue suggests deep pessimism. If the business is not structurally broken and cyclical headwinds (whey, tariffs, competition) ease, the multiple could re-rate higher, providing upside. A contrarian value play on a de-rated staple brand with resilient distribution and revenue. Sustained whey inflation, tariff escalation, or loss of club channel shelf space could undermine the thesis.
Stock down ~80% while revenue remains ~$2.3B; valuation at 8x NTM EBITDA and 1.3x NTM revenue suggests deep pessimism. If the business is not structurally broken and cyclical headwinds (whey, tariffs, competition) ease, the multiple could re-rate higher, providing upside. A contrarian value play on a de-rated staple brand with resilient distribution and revenue. Sustained whey inflation, tariff escalation, or loss of club channel shelf space could undermine the thesis.
Packaged Foods
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u/No-Temporary-8222 has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: BRBR.
