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Upturn AI SWOT - About
RMCF 
Rocky Mountain Chocolate Factory (RMCF)
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Upturn Advisory Summary
04/01/2025: RMCF (1-star) is currently NOT-A-BUY. Pass it for now.
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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -37.82% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 20.36M USD | Price to earnings Ratio - | 1Y Target Price 18 |
Price to earnings Ratio - | 1Y Target Price 18 | ||
Volume (30-day avg) 42234 | Beta 1.01 | 52 Weeks Range 1.21 - 3.92 | Updated Date 03/30/2025 |
52 Weeks Range 1.21 - 3.92 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.74 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -17.05% | Operating Margin (TTM) -14.33% |
Management Effectiveness
Return on Assets (TTM) -11.09% | Return on Equity (TTM) -40.42% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 15644508 | Price to Sales(TTM) 0.34 |
Enterprise Value 15644508 | Price to Sales(TTM) 0.34 | ||
Enterprise Value to Revenue 0.56 | Enterprise Value to EBITDA -36.68 | Shares Outstanding 7597820 | Shares Floating 5492539 |
Shares Outstanding 7597820 | Shares Floating 5492539 | ||
Percent Insiders 38.87 | Percent Institutions 51.8 |
Analyst Ratings
Rating - | Target Price 18 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Rocky Mountain Chocolate Factory
Company Overview
History and Background
Rocky Mountain Chocolate Factory was founded in 1981 in Durango, Colorado. It quickly grew by franchising and offering a wide array of chocolates, candies, and other confectionary products.
Core Business Areas
- Retail Stores: Operation and franchising of retail stores that sell premium chocolates and confectionary products.
- Franchising: Granting franchise licenses to individuals or entities to operate Rocky Mountain Chocolate Factory stores.
- Manufacturing: Manufacturing and supplying chocolates and other confectionary products to its retail stores and franchisees.
Leadership and Structure
The company has a CEO, CFO, and board of directors. It operates through a corporate headquarters and a network of franchised and company-owned retail locations.
Top Products and Market Share
Key Offerings
- Caramel Apples: Caramel apples are a significant offering, especially during the fall season. Market share data specific to caramel apples is unavailable. Competitors include local orchards and other confectionary retailers offering similar products.
- Fudge: Rocky Mountain Chocolate Factory offers a wide variety of fudge flavors. Market share data specific to fudge is unavailable. Competitors include Kilwins, See's Candies, and other gourmet chocolate shops.
- Chocolates: A wide assortment of chocolates and truffles. Market share data specifically for their chocolate is unavailable. Major competitors are Godiva and Lindt.
Market Dynamics
Industry Overview
The confectionary industry is characterized by diverse products, intense competition, and fluctuating commodity prices. Consumers seek premium and indulgent treats.
Positioning
Rocky Mountain Chocolate Factory positions itself as a provider of premium, handcrafted chocolates and confections, primarily through franchised retail locations. Its competitive advantage lies in its in-store experience and wide product selection.
Total Addressable Market (TAM)
The US chocolate confectionery market is expected to reach over $30 billion. Rocky Mountain Chocolate Factory's TAM consists of consumers willing to pay a premium for handmade chocolates and a unique retail experience. It captures a small portion of the overall TAM.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Franchise Model
- Wide Product Selection
- In-Store Experience
- Premium Quality Confections
Weaknesses
- Reliance on Franchisees
- Seasonality
- Higher Price Point
- Limited Online Presence
- Commodity Price Volatility
Opportunities
- Expansion into New Markets
- Increased Online Sales
- Product Innovation
- Partnerships and Collaborations
- Focus on Healthier Options
Threats
- Competition from Larger Chocolate Manufacturers
- Changing Consumer Preferences
- Economic Downturn
- Increased Raw Material Costs
- Health Concerns Related to Sugar Consumption
Competitors and Market Share
Key Competitors
- HSY
- MDLZ
- GIL
Competitive Landscape
Rocky Mountain Chocolate Factory competes with larger, more established chocolate manufacturers and smaller boutique chocolatiers. Its franchise model offers a unique distribution network, but it faces challenges in maintaining consistent quality and managing franchisee relationships.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth data available until the company went private showed fluctuating revenue and profitability.
Future Projections: Future projections are unavailable due to the company being privately held.
Recent Initiatives: Recent initiatives are not publicly available.
Summary
Rocky Mountain Chocolate Factory is a brand known for its retail footprint and handcrafted chocolates. The company's franchise model can drive growth, but it requires consistent quality control. Competition from larger companies and changing consumer preferences are ongoing challenges. The company's success depends on its ability to maintain its brand image, innovate its product offerings, and improve efficiency. Having gone private, financials are harder to analyze, but the brand is still well known in the US.
Similar Companies
- HSY
- GIL
- MDLZ
- WM
Sources and Disclaimers
Data Sources:
- Company website
- Market research reports
- Public financial filings (prior to going private)
- Industry analysis
Disclaimers:
This analysis is based on publicly available information and may not reflect the current state of Rocky Mountain Chocolate Factory since it went private. Market share data is approximate and may vary depending on the source.
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 Rocky Mountain Chocolate Factory
Exchange NASDAQ | Headquaters Durango, CO, United States | ||
IPO Launch date 1993-11-09 | Interim CEO & Director Mr. Jeffrey Richart Geygan | ||
Sector Consumer Defensive | Industry Confectioners | Full time employees 135 | Website https://www.rmcf.com |
Full time employees 135 | Website https://www.rmcf.com | ||
Rocky Mountain Chocolate Factory, Inc., together with its subsidiaries, produces and sells confectionery products. The company offers premium chocolate candies and other confectionery products, such as clusters, caramels, creams, toffees, mints, truffles, gourmet caramel apples, ice cream, coffee, and other sundries. It also franchises and licenses retail stores that offers chocolate and other confectionary products. Rocky Mountain Chocolate Factory, Inc. was founded in 1981 and is headquartered in Durango, Colorado.
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