BZLFY vs. MDLZ: Which Stock Is the Better Value Option?
Investors interested in stocks from the Food - Miscellaneous sector have probably already heard of Bunzl PLC (BZLFY) and Mondelez (MDLZ). But which of these two stocks presents investors with the better value opportunity right now?
BZLFY vs. CELH: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Food - Miscellaneous sector might want to consider either Bunzl PLC (BZLFY) or Celsius Holdings Inc. (CELH). But which of these two stocks offers value investors a better bang for their buck right now?
Bunzl: Industry Consolidator With A 40% Return On Capital
Bunzl's resilient business model is underpinned by steady demand and cost-plus contracts. The company excels at bolt-on acquisitions, consolidating a fragmented industry, and achieving attractive returns through synergies. Despite recent North American profit warnings, Bunzl remains a cash-generative, stable, and profitable distributor with strong operating performance.
Bunzl: Decades Of Growth On Summer Sale
Bunzl offers a stable, cash-generative business model with a long history of profitable, acquisition-driven growth and prudent capital allocation. Recent share price weakness reflects temporary headwinds—deflation, lower volumes, and currency effects—but the business fundamentals and acquisition pipeline remain robust. Valuation is attractive: shares trade below historical multiples, with strong free cash flow and a growing dividend, supporting a favorable risk/reward profile.
Bunzl: Running hard to stand still, says broker that rates stock a 'sell'
Bunzl PLC (LSE:BNZL) has been handed a ‘sell' rating by Panmure Liberum, which has set a target price of 2,000p, 15% below the current share price. The broker argues that, despite the packaging and distribution giant's reputation as a steady compounder, the group is essentially running hard to stand still, with much of its recent margin gains at risk of unwinding.
Bunzl inches higher but analysts remain watchful due to lack of details
Shares in Bunzl PLC (LSE:BNZL) rose 1.6% to 2,360p after a trading update revealed that trading had not worsened since its profit warning in April, though some analysts remained sceptical. Chief executive Frank van Zanten said, "Actions are underway to improve performance in the group, particularly in our largest business in North America and in Continental Europe, and we anticipate improvement in the second half of the year.
Bunzl says actions underway to improve performance
Bunzl PLC (LSE:BNZL) has provided investors with a more reassuring update on Tuesday, saying that trading had been in line with expectations in recent weeks, having warned on profits two months ago. The FTSE 100-listed distributor said underlying revenue was likely to be "broadly flat" in the first six months of 2025 compared to last year, with total group revenue up around 4% at constant exchange rates, or up to 1% higher at actual exchange rates.
Bunzl down 3% after downgrade as competition fears emerge
Shares in Bunzl PLC (LSE:BNZL) fell almost 3% following a downgrade by a Canadian investment bank amid concerns over growing competition. RBC Capital Markets dropped its recommendation to 'outperform' to 'sector perform,' lowering its price target by approximately 10% to 2,350p.
Bunzl shares plunge on profit warning due to North America 'challenges'
Bunzl PLC (LSE:BNZL) saw its shares plunge 23% after the FTSE 100-listed distributor reported a "significant" fall in profit in the first quarter and cut its guidance for the year. This is on the back of what it says are "operational challenges faced by our largest business in North America, and the implications on the remainder of the year from a more challenging start for the group".
Bunzl Cuts Guidance, Pauses Share-Buyback Program on North American Business Softness
Bunzl has cut its guidance for the year and paused its share-buyback program given the uncertain macroenvironment and resulting margin pressure in its North American business.
Trump-proof Bunzl upgraded to 'buy'; shares nudge higher
Shares in Bunzl PLC (LSE:BNZL) rose 1% to 2,976p on Wednesday, bucking a wider market decline, after Stifel upgraded the stock to ‘buy' from ‘hold', citing improved trading momentum and a resilient business model that should hold up well even if Donald Trump reintroduces import tariffs. The broker raised its target slightly to 3,500p and said the current share price offered an “attractive entry point” given it trades at a 15% discount to its ten-year average.
Bunzl upgraded as pressures ease
Deutsche Bank has upgraded Bunzl PLC (LSE:BNZL) to 'buy' from 'hold', backing the distribution group to return to organic growth next year as volumes recover and pricing pressures begin to ease. The bank lifted its price target from 3,400p to 3,475p.
