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Upturn AI SWOT - About
Westrock Coffee Company (WEST)
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Upturn Advisory Summary
02/20/2025: WEST (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -12.29% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 680.32M USD | Price to earnings Ratio - | 1Y Target Price 10.8 |
Price to earnings Ratio - | 1Y Target Price 10.8 | ||
Volume (30-day avg) 218959 | Beta 0.59 | 52 Weeks Range 5.28 - 10.99 | Updated Date 04/1/2025 |
52 Weeks Range 5.28 - 10.99 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.89 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -9.44% | Operating Margin (TTM) -2.16% |
Management Effectiveness
Return on Assets (TTM) -1.89% | Return on Equity (TTM) -21.15% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1433959957 | Price to Sales(TTM) 0.8 |
Enterprise Value 1433959957 | Price to Sales(TTM) 0.8 | ||
Enterprise Value to Revenue 1.69 | Enterprise Value to EBITDA 148.12 | Shares Outstanding 94227800 | Shares Floating 13915561 |
Shares Outstanding 94227800 | Shares Floating 13915561 | ||
Percent Insiders 53.13 | Percent Institutions 41.59 |
Analyst Ratings
Rating 5 | Target Price 11.4 | Buy - | Strong Buy 5 |
Buy - | Strong Buy 5 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Westrock Coffee Company
Company Overview
History and Background
Westrock Coffee Company was founded in 2009 with the mission of providing sustainable sourcing solutions from coffee origins around the world. It evolved from a supply chain management company to include roasting, packaging, and distribution services.
Core Business Areas
- Supply Chain Services: Manages the coffee supply chain from farm to customer, including sourcing, logistics, and quality control.
- Coffee Roasting and Packaging: Roasts and packages coffee for various customers, including retail, foodservice, and convenience stores.
- Extracts and Ingredients: Produces and sells coffee extracts, concentrates, and other ingredients for use in food and beverage products.
Leadership and Structure
Scott Ford serves as the Chief Executive Officer. The company has a typical corporate structure with executive leadership overseeing various departments and operations.
Top Products and Market Share
Key Offerings
- Green Coffee Sourcing: Sourcing raw green coffee beans from around the world, ensuring quality and traceability. Market share data unavailable. Competitors include Neumann Kaffee Gruppe, ECOM Agroindustrial Corp., and Sucafina.
- Roasted Coffee: Provides roasted coffee for retail and foodservice clients. Market share data unavailable. Competitors include Starbucks, Folgers, and Kraft Heinz.
- Ready-to-Drink (RTD) Coffee: Manufactures and packages RTD coffee products for various brands. Market share data unavailable. Competitors include PepsiCo (Starbucks RTD), Coca-Cola (Costa Coffee RTD), and Nestlu00e9 (Nescafu00e9 RTD).
Market Dynamics
Industry Overview
The coffee industry is a large and competitive market, with demand driven by consumer preferences for both at-home and out-of-home consumption. The industry is also increasingly focused on sustainability and ethical sourcing.
Positioning
Westrock Coffee Company positions itself as a vertically integrated coffee solutions provider, focusing on sustainability and traceability. Its competitive advantages include its sourcing network and roasting capabilities.
Total Addressable Market (TAM)
The global coffee market is expected to reach several hundred billion USD. Westrock Coffee Company is positioned to capture a portion of this TAM through its integrated supply chain and roasting capabilities. TAM estimates fluctuate and are subject to continuous changes.
Upturn SWOT Analysis
Strengths
- Vertically integrated supply chain
- Strong sourcing relationships
- Focus on sustainability
- Diverse product offerings
- Experienced management team
Weaknesses
- Relatively small market share compared to major competitors
- Reliance on commodity price fluctuations
- Limited brand recognition among consumers
- Dependence on key customer contracts
Opportunities
- Expanding into new geographic markets
- Developing new product innovations
- Acquiring smaller competitors
- Increasing demand for sustainable coffee
Threats
- Fluctuations in coffee bean prices
- Increased competition from larger players
- Changing consumer preferences
- Economic downturns affecting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- SBUX
- KDP
- MNST
Competitive Landscape
Westrock Coffee competes with larger, more established companies. Its advantages include its integrated supply chain and focus on sustainability. Disadvantages include lower brand recognition and smaller market share.
Major Acquisitions
S&D Coffee & Tea
- Year: 2020
- Acquisition Price (USD millions): 405
- Strategic Rationale: Expanded Westrock's capabilities in coffee, tea, and extracts, as well as broadened its customer base.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by expanding its customer base and increasing its roasting and packaging capacity.
Future Projections: Projections are based on analyst estimates and company guidance, focusing on growth in RTD coffee and expansion into new markets.
Recent Initiatives: Recent initiatives include investments in new roasting facilities and expanding its sustainable sourcing programs.
Summary
Westrock Coffee is an evolving player in the coffee industry, leveraging its integrated supply chain and sustainable sourcing practices. Its growth is driven by expansion into new markets and product innovation, especially in the RTD sector. While smaller than its major competitors, its commitment to sustainability and strategic acquisitions positions it for continued expansion. Maintaining focus on key customer relationships and carefully managing costs will be essential.
Similar Companies
- SBUX
- KDP
- MNST
- PEP
- COKE
Sources and Disclaimers
Data Sources:
- Company Website
- Analyst Reports
- Industry Publications
- SEC Filings
Disclaimers:
This analysis is based on available information and estimates and should not be considered financial advice. Market conditions and company performance are subject to change.
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 Westrock Coffee Company
Exchange NASDAQ | Headquaters Little Rock, AR, United States | ||
IPO Launch date 2022-08-26 | Co-Founder, Director & CEO Mr. Scott Thomas Ford | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 1408 | Website https://westrockcoffee.com |
Full time employees 1408 | Website https://westrockcoffee.com | ||
Westrock Coffee Company, LLC operates as an integrated coffee, tea, flavors, extracts, and ingredients solutions provider in the United States and internationally. It operates through two segments, Beverage Solutions, and Sustainable Sourcing & Traceability (SS&T). The Beverage Solutions segment provides various packaging, including branded and private label coffee in bags, fractional packs, single serve cups, multi-serve bottles, and ready-to-drink bottles and cans, as well as extract solutions for applications in cold brew and ready-to-drink offerings. The SS&T segment engages in delivery and settlement of forward sales contracts for green coffee. The company offers coffee sourcing, supply chain management, product development, roasting, packaging, and distribution services to the retail, food service and restaurant, convenience store and travel center, non-commercial account, CPG, and hospitality industries. Westrock Coffee Company, LLC was founded in 2009 and is headquartered in Little Rock, Arkansas.
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