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Freshpet a Very Attractive Takeover Target, May be Worth 'North of $80/Sh'

By AiVIF.com Staff Freshpet (NASDAQ:FRPT) is adding to Thursday's gains following news that activist investor JANA Partners has taken a 10% stake and is seen pushing for...
Freshpet a Very Attractive Takeover Target, May be Worth 'North of $80/Sh' © Reuters Freshpet (FRPT) a Very Attractive Takeover Target, May Be Worth 'North of $80/Sh'
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By AiVIF.com Staff

Freshpet (NASDAQ:FRPT) is adding to Thursday's gains following news that activist investor JANA Partners has taken a 10% stake and is seen pushing for operational improvements and the sale of the company. After jumping 16% Thursday, shares are up another 2% on Friday.

Several Wall Street analysts have weighed in on the news and see the company as an attractive takeover target.

An Oppenheimer analyst believes the company would be an attractive target given its "dominant share in the attractive fresh pet food category and a significant global runway for growth." He thinks the stock could be worth over $80 per share in a takeover, or ~5x their FY23 sales forecast. That being said, the analyst said the probability of a takeover is harder to assess given the current macro/cost backdrop.

A Stifel analyst said the strong sales growth remains the company's greatest asset, with Q3 to-date sales growth running 44%. He thinks operational improvements could meaningfully improve EBIT/EBITDA margin and profitability as most pet food businesses have 20%+ EBIT/EBITDA margin. "For example, a 21% adjusted EBITDA margin on 2025E sales of $1.2bn, results in FRPT shares trading at 8.8x at current levels, a meaningful discount to growth peers," the analyst highlights. The analyst said while they have no knowledge of discussions, "we think Freshpet would be an attractive acquisition for many of the larger industry participants and those seeking to gain entrance into the category." That said, the analyst said a takeover is not necessary for the stock to work.

Meanwhile, a William Blair analyst doesn't see a sale in the near term as likely but still views the stock as cheap. He said work on operational capabilities, margin improvement, capital allocation, and communications are “value added.”

On who could buy the company, names such as General Mills (NYSE:GIS) and J.M. Smucker Company (NYSE:SJM), both of which have pet food businesses, were bandied about.

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    EUR/USD 0.9947 Buy  
    GBP/USD 1.1417 Neutral  
    USD/JPY 144.38 ↑ Sell  
    AUD/USD 0.6488 Neutral  
    USD/CAD 1.3558 ↑ Buy  
    EUR/JPY 143.62 ↑ Sell  
    EUR/CHF 0.9776 Neutral  
    Gold 1,724.00 ↑ Sell  
    Silver 20.773 ↑ Sell  
    Copper 3.4875 ↑ Sell  
    Crude Oil WTI 86.42 ↑ Buy  
    Brent Oil 91.79 ↑ Buy  
    Natural Gas 6.715 Neutral  
    US Coffee C 217.73 ↑ Sell  
    Euro Stoxx 50 3,465.15 ↑ Sell  
    S&P 500 3,790.93 ↑ Buy  
    DAX 12,611.00 ↑ Sell  
    FTSE 100 7,032.72 ↑ Sell  
    Hang Seng 18,069.00 ↑ Sell  
    Small Cap 2000 1,775.77 ↑ Buy  
    IBEX 35 7,612.22 ↑ Sell  
    BASF 41.765 ↑ Sell  
    Bayer 49.03 Sell  
    Allianz 165.88 ↑ Sell  
    Adidas 125.32 ↑ Sell  
    Lufthansa 5.919 ↑ Sell  
    Siemens AG 105.67 ↑ Sell  
    Deutsche Bank AG 8.015 ↑ Sell  
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