BPPPF(BPPPF)

$27.64—Stale · unknown old

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BPPPF(BPPPF)

OTC • Last print unknown ago

$27.64—Stale · unknown old

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BPPPF(BPPPF)

BPPPF

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9/8/26

Bid (BPPPF)

Tuesday

12:33 PM

ThesisBid: the story is balanced — Out-of-home dining trends and restaurant traffic volumes - directly drives 55-60% of revenue base

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$238.6B	$257.5B	$274.8B
Rev. Growth	+1.3%	+7.9%	+6.7%
EPS	$26.18	$29.03	$31.64
EPS Growth	+7.8%	+10.9%	+9.0%
P/E (fwd)	1.1×	1.0×	0.9×

★ Analysts see FY2027 revenue reaching $257.5B — +7.9% growth in a single year.

What Moves the Stock

01Out-of-home dining trends and restaurant traffic volumes - directly drives 55-60% of revenue base
02M&A activity and bolt-on acquisition multiples - Bidcorp historically acquires regional distributors at 6-8x EBITDA to expand route density
03Australian and New Zealand market performance - represents approximately 35-40% of group EBITDA with higher margins than European operations
04Gross margin trajectory - ability to pass through food inflation while maintaining supplier rebates and customer relationships
05Currency movements - ZAR, AUD, EUR, and GBP exposure creates 300-500 basis point annual earnings volatility
06Foodservice distribution to restaurants and hospitality (estimated 55-60% of revenue) - proteins, produce, dairy, beverages
07Healthcare and institutional catering supplies (estimated 20-25%) - hospitals, schools, corporate dining
08Retail and specialty food distribution (estimated 15-20%) - independent grocers, convenience stores

FY2026 Snapshot

Revenue: $238.6B
Rev. Growth: +1.3%
Gross Margin: 24.8%
Op. Margin: 5.6%
Net Margin: 3.7%
Net Income: $8.8B
NI Growth: +7.9%
EPS: $26.18
1Y Return: +9.2%

My Notes

value - Bidcorp trades at 0.6x P/S and 9.9x EV/EBITDA, below global foodservice distributor peers (Sysco at 0.5x P/S…
Rising rates have moderate negative impact through two channels: (1) Bidcorp carries $4.7B net debt (0.55x D/E) with approximately 60%…
Watch on earnings: Restaurant Performance Index (RPI) in key markets - leading indicator of foodservice demand trends, Brent crude oil prices (BZUSD) - diesel represents 2-3% of revenue, with 60-90 day lag before fuel surcharges adjust, Australian unemployment rate - Australia/NZ represents 35-40% of EBITDA and correlates with dining out frequency.

One Sentence Summary:

Bid: the story is balanced — out-of-home dining trends and restaurant traffic volumes - directly drives 55-60% of revenue base.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research noteFirst read for a new ticker takes about 20-30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

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Metric

FY2026

FY2027E

FY2028E

P/E (fwd)

1.1×

1.0×

0.9×

What Moves the Stock

01Out-of-home dining trends and restaurant traffic volumes - directly drives 55-60% of revenue base

02M&A activity and bolt-on acquisition multiples - Bidcorp historically acquires regional distributors at 6-8x EBITDA to expand route density

03Australian and New Zealand market performance - represents approximately 35-40% of group EBITDA with higher margins than European operations

04Gross margin trajectory - ability to pass through food inflation while maintaining supplier rebates and customer relationships

05Currency movements - ZAR, AUD, EUR, and GBP exposure creates 300-500 basis point annual earnings volatility

06Foodservice distribution to restaurants and hospitality (estimated 55-60% of revenue) - proteins, produce, dairy, beverages

07Healthcare and institutional catering supplies (estimated 20-25%) - hospitals, schools, corporate dining

08Retail and specialty food distribution (estimated 15-20%) - independent grocers, convenience stores

My Notes

value - Bidcorp trades at 0.6x P/S and 9.9x EV/EBITDA, below global foodservice distributor peers (Sysco at 0.5x P/S…

Rising rates have moderate negative impact through two channels: (1) Bidcorp carries $4.7B net debt (0.55x D/E) with approximately 60%…

Watch on earnings: Restaurant Performance Index (RPI) in key markets - leading indicator of foodservice demand trends, Brent crude oil prices (BZUSD) - diesel represents 2-3% of revenue, with 60-90 day lag before fuel surcharges adjust, Australian unemployment rate - Australia/NZ represents 35-40% of EBITDA and correlates with dining out frequency.

Bid (BPPPF)

Revenue Outlook

What Moves the Stock

BPPPF Chart

My Notes

One Sentence Summary:

Explore More

Bid (BPPPF)

Revenue Outlook

What Moves the Stock

BPPPF Chart

My Notes

One Sentence Summary: