Daily Brief Consumer: Tate & Lyle , Deliveroo, Centurion Corp, Vince Holding, Kichiri &, Guess? Inc, Nestle SA and more

• Strategic Transformation Complete: Tate & Lyle has successfully transitioned into a growth-oriented specialty food and beverage solutions business, divesting its commoditized Primary Products segment to focus on high-margin, value-added ingredients.
• Aligned with Consumer Megatrends: The company is well-positioned to capitalize on the increasing consumer demand for healthier, plant-based, and ‘clean-label’ food and beverage options, particularly in the high-growth areas of sugar and calorie reduction.
• Valuation and Performance Headwinds: Despite its strategic repositioning, the company faces challenges, including recent revenue declines, significant negative growth in net income and EPS over the past three years, and a high P/E ratio that appears expensive relative to peers.

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• Deliveroo is set to be acquired by US-based DoorDash for approximately $3.9 billion, a move expected to close by early October 2025, significantly expanding DoorDash’s international footprint into nine new markets.
• The company has demonstrated a strong growth trajectory, achieving its first annual pre-tax profit in 2024 and showing a 4.33% 3-year revenue CAGR, though it has historically struggled with consistent profitability.
• The acquisition is viewed as a strategic necessity in a rapidly consolidating and intensely competitive global food delivery market, aiming to leverage DoorDash’s scale and technology with Deliveroo‘s local market expertise.

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• Centurion Corp is a leading owner-operator of specialized accommodation, focusing on Purpose-Built Worker Accommodation (PBWA) in Singapore and Malaysia, and Purpose-Built Student Accommodation (PBSA) in the UK, Australia, and other markets.
• The company is poised for growth, driven by strong secular tailwinds in both its core segments, including regulatory pushes for higher quality worker dormitories and a persistent demand-supply imbalance in student housing in key educational hubs.
• A key strategic initiative is the planned spin-off of a portfolio of its stabilized assets into a REIT, which is expected to unlock significant value, transition the company towards an asset-light model, and enhance shareholder returns through capital recycling and potential special dividends.

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• We are reiterating our Buy rating, projections and $4 price target for Vince Holding after visiting stores in Connecticut, Long Island and New Jersey.
• We believe, with the company now showing virtually the entire Fall collection, that Vince is once again normalizing their product flows.
• Further, and perhaps more importantly, the Fall looks demonstrate that, even as the company has shifted their supply chain, the ability to provide compelling looks with high levels of quality and utility, with limited pricing increases, has allowed Vince to maintain their premium focus and drive higher levels of overall penetration in the wholesale segment and, we believe register top line growth in their own store channel.

Key points (machine generated)

• Kichiri Holdings, listed as 3082 on the Tokyo Stock Exchange, anticipates double-digit revenue and profit growth by June 2026.
• The company operates various dining formats, including urban and suburban restaurants, and is involved in recruitment and regional revitalization.
• As of June 2025, Kichiri Holdings had 139 stores and reported a 9.5% revenue increase to 15,056 million yen, but a 25.9% decline in operating profit to 581 million yen.

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• We are reiterating our Hold rating and projections for Guess?
• after visiting stores in the Metropolitan New York City and New Jersey areas.
• As we have seen throughout 2025, Guess?

Key points (machine generated)

• Nestlé offers a stable investment opportunity with an attractive valuation amid rising interest rates and inflation.
• The company has a dividend yield nearing 4% and a free cash flow yield of 6.8%, indicating financial health.
• With a strong portfolio and global presence, Nestlé is expected to achieve low double-digit compounding in the future.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.