Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
FARM 
Farmer Bros. Co (FARM)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/03/2025: FARM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -55.66% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 47.19M USD | Price to earnings Ratio - | 1Y Target Price 5.25 |
Price to earnings Ratio - | 1Y Target Price 5.25 | ||
Volume (30-day avg) 1372182 | Beta 1.77 | 52 Weeks Range 1.60 - 3.70 | Updated Date 04/1/2025 |
52 Weeks Range 1.60 - 3.70 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.49 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.92% | Operating Margin (TTM) 2.69% |
Management Effectiveness
Return on Assets (TTM) -3.61% | Return on Equity (TTM) -23.75% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 102572207 | Price to Sales(TTM) 0.14 |
Enterprise Value 102572207 | Price to Sales(TTM) 0.14 | ||
Enterprise Value to Revenue 0.3 | Enterprise Value to EBITDA 11.39 | Shares Outstanding 21353900 | Shares Floating 16286009 |
Shares Outstanding 21353900 | Shares Floating 16286009 | ||
Percent Insiders 23.72 | Percent Institutions 42.24 |
Analyst Ratings
Rating 4.5 | Target Price 5.25 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Farmer Bros. Co
Company Overview
History and Background
Farmer Bros. Co. was founded in 1912. Originally a coffee roasting company, it has expanded to include other food and beverage products and services for the foodservice industry. Over time, it has grown through acquisitions and organic growth, adapting to changing consumer preferences and industry trends.
Core Business Areas
- Direct Store Delivery (DSD): Farmer Bros. delivers coffee, tea, spices, and other foodservice products directly to customers, primarily restaurants, hotels, and foodservice institutions. This segment also includes equipment sales and service.
- Foodservice: This segment focuses on serving larger national and regional chains through distribution centers, offering a broader range of products and services including private-label solutions.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is departmental, with divisions for sales, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- Coffee: Coffee is the core product, including various blends, roasts, and formats (whole bean, ground, single-serve). Farmer Bros. has a large offering of different coffees and roasts. Competitors: Starbucks, Folgers, Maxwell House. Specific market share data for Farmer Bros. in the coffee market segment is difficult to pinpoint exactly but they have a significant number of customers due to the DSD model
- Tea: Farmer Bros. offers a variety of tea products, including black, green, herbal, and iced tea. They have a comprehensive offering for hot and cold brewed teas. Competitors: Lipton, Twinings.
- Culinary Products: A range of spices, baking mixes, and other culinary items sold primarily to foodservice customers. Competitors: McCormick, Unilever Food Solutions.
Market Dynamics
Industry Overview
The foodservice distribution industry is highly competitive and fragmented. It is characterized by changing consumer preferences, increasing demand for specialty products, and pressure on margins.
Positioning
Farmer Bros. Co. is positioned as a full-service supplier to the foodservice industry, with a focus on coffee and other beverage products. Its DSD network provides a competitive advantage in serving smaller customers. Has a competitive advantage due to its DSD and private label options.
Total Addressable Market (TAM)
The total addressable market is the entire US foodservice market for coffee, tea, and related products, estimated to be in the tens of billions of dollars. Farmer Bros. holds a small fraction of this TAM, with significant growth potential. The size of the US food service market is over $800 billion.
Upturn SWOT Analysis
Strengths
- Established DSD Network
- Wide Product Portfolio
- Strong Customer Relationships
- Private Label Capabilities
Weaknesses
- High Debt Levels
- Inconsistent Profitability
- Operational Challenges
- Dependence on Coffee Prices
Opportunities
- Expanding into New Markets
- Acquiring Smaller Competitors
- Developing New Products
- Increasing Online Sales
Threats
- Fluctuations in Commodity Prices
- Intense Competition
- Changing Consumer Preferences
- Economic Downturn
Competitors and Market Share
Key Competitors
- SBUX
- DNKN
- GMCR
Competitive Landscape
Farmer Bros. competes with larger, more established companies in the coffee and foodservice industries. Its DSD network and private-label capabilities provide a competitive advantage in serving smaller customers. However, it faces challenges in competing on price and brand recognition with larger competitors.
Major Acquisitions
China Mist Brands
- Year: 2014
- Acquisition Price (USD millions): 13.5
- Strategic Rationale: Expand tea offerings and increase market presence in the specialty tea segment.
Growth Trajectory and Initiatives
Historical Growth: Historically, Farmer Bros. has experienced moderate revenue growth, but profitability has been inconsistent. Growth has been driven by acquisitions and organic expansion of its DSD network.
Future Projections: Future growth is projected to be driven by expanding into new markets, developing new products, and improving operational efficiency. Analyst estimates vary but generally project moderate revenue growth.
Recent Initiatives: Recent initiatives include cost-cutting measures, investments in technology, and expansion of its product portfolio. The company is also focusing on improving its supply chain and customer service.
Summary
Farmer Bros. Co. is a full-service supplier to the foodservice industry, with a strong DSD network. However, its high debt levels and inconsistent profitability are major weaknesses. Improving operational efficiency and expanding into new markets are key to future growth. The company faces intense competition from larger, more established players.
Similar Companies
HRL
Hormel Foods Corporation
HRL
Hormel Foods Corporation
SBUX
Starbucks Corporation
SBUX
Starbucks Corporation
UNFI
United Natural Foods Inc
UNFI
United Natural Foods Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Website
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is based on publicly available information and may not be fully accurate or up-to-date. The AI-based rating is based on an algorithm and should not be the sole basis for investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Farmer Bros. Co
Exchange NASDAQ | Headquaters Fort Worth, TX, United States | ||
IPO Launch date 1990-03-26 | CEO, President & Director Mr. John E. Moore III | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 1003 | Website https://www.farmerbros.com |
Full time employees 1003 | Website https://www.farmerbros.com | ||
Farmer Bros. Co. engages in the roasting, wholesale, equipment servicing, and distribution of coffee, tea, and other allied products in the United States. The company offers roast and ground coffee; frozen liquid coffee; ambient liquid; flavoured and unflavoured iced and hot teas; culinary products, including spices, pancake and biscuit mixes, gravy and sauce mixes, soup bases, dressings, and syrups and sauces, as well as coffee filters, cups, sugar, and creamers; and other beverages comprising cappuccino, cocoa, granitas, and other blender-based beverages and concentrated and ready-to-drink cold brew and iced coffee under the Farmer Brothers, Artisan Collection by Farmer Brothers, Metropolitan, China Mist, Cain's, McGarvey, Boyds, and WEST COAST COFFEE brand names. It also involved in the installation, repair, and refurbishment services for an array of coffee, tea, and juice equipment. The company serves small independent restaurants, foodservice operators, and large institutional buyers and national account customers, such as restaurant, department and convenience store chains, hotels, casinos, healthcare facilities, and gourmet coffee houses, as well as retails with private brand and consumer-branded coffee and tea products, foodservice distributors, and consumers through e-commerce channel. It distributes its products through direct-store-delivery network, and common carriers or third-party distributors. The company was founded in 1912 and is headquartered in Fort Worth, Texas.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.