First 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.
★ Analysts see FY2027 revenue reaching $3.6B — +3.7% growth in a single year.
What Moves the Stock
1GPN volume growth and market share trends in key categories (protein powder, ready-to-drink shakes) across North America and international markets, particularly e-commerce penetration rates
2Whey protein commodity pricing and dairy input costs - spot whey protein concentrate (WPC80) pricing directly impacts GN margins with 3-6 month lag on contracted volumes
3US dollar strength against euro and other currencies - estimated 40-50% of revenue outside US creates FX translation headwinds when dollar strengthens
4M&A activity and portfolio optimization - company has history of bolt-on acquisitions in sports nutrition and potential for further business unit divestitures given recent revenue contraction
6Glanbia Performance Nutrition (GPN) - branded sports nutrition products (protein powders, bars, ready-to-drink beverages) sold through specialty retail, e-commerce, and mass market channels, estimated 55-60% of revenue pre-restructuring
7Glanbia Nutritionals (GN) - B2B functional ingredients including whey protein concentrates/isolates, cheese, lactose, and custom nutrient premixes sold to food/beverage manufacturers, estimated 35-40% of revenue
8Joint ventures and other operations - including 50% stake in Southwest Cheese (US cheese manufacturing), estimated 5-10% of revenue
value - Current 1.2x price/sales and 2.5x price/book ratios below historical averages (1.5-1.8x P/S…
Rising rates moderately impact valuation multiples as consumer staples trade at premium P/E ratios that compress when risk-free rates…
Watch on earnings: Whey protein concentrate (WPC80) spot pricing and futures curve - leading indicator for GN segment margins with 90-180 day lag, US retail scanner data for protein powder category (IRI/Nielsen) - tracks GPN market share trends and competitive dynamics, Milk production volumes in US Upper Midwest and Ireland - supply availability impacts raw material costs and GN processing margins.
One Sentence Summary:
Glanbia: the story is balanced — gpn volume growth and market share trends in key categories (protein powder, ready-to-drink shakes) across north america and international.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.