Fevertree Drinks (#FEVR) – H1 adj. EPS +5% to 11p, DPS +2% to 6.09p, “in line” with expectations for FY

Fevertree Drinks (#FEVR) – “solid start to the year… further £30m extension to the on-going share buyback programme”

Fevertree Drinks (#FEVR) – 2025 adj. EPS -14% to 24.1p, DPS +2% to 17.31p, “notwithstanding the current uncertain geopolitical outlook, our expectations for 2026 remain unchanged”

Fevertree Drinks (#FEVR) – 2025 small adj. revenue increase, argues “marginally ahead of market expectations”

Fevertree Drinks – interims emphasise “excellent strategic progress”, but what about financial progress?…

Drinks and mixers company Fevertree (FEVR) has announced its results for the first half of 2025 headlined “Excellent strategic progress and on-track to deliver in line with full year expectations”. What about the shares currently responding up to 865p, but that still comparing to around 1000p in July?

Fevertree Drinks (#FEVR) – H1 adj. EPS up to 10.45p, DPS to 5.97p, “good start to the second half”

Will Fevertree be the straw that breaks the camel’s back at AIM?

Today it was GB Group (GBG) that announced it was leaving the AIM casino. A proper, profitable company capitalised at £675 million has had enough of swimming in the same waters as Totally, Versarien, Roland fatty Cornish and Lyin’ Steve O’Hara and is off to the main market. It says the move will “further enhance its reputation with larger and more global customers in-line with its strategy to move into new geographies. In addition, the move should also increase GBG's access to a broader pool of capital from domestic and overseas investors.” So another quality company goes.

Fevertree Drinks – AGM Trading Statement emphasises “significant growth opportunity”, but what’s needed for just the current valuation?

Describing itself as “the world’s leading supplier of premium carbonated mixers”, Fevertree Drinks (FEVR) has issued an “AGM Trading Statement” including emphasising “good progress being made in the US following the announcement of our strategic partnership with Molson Coors” and that it “is trading in-line with expectations”. How do those compare to the valuation at a current 884p share price?

Fevertree Drinks (#FEVR) – “trading in-line with expectations”, for FY underlying “low single digit” revenue growth and “c.12%” EBITDA margin

Fevertree (#FEVR) – 2024 adj. EPS up to 28.01p, DPS to 16.97p, expects 2025 “low single digit group revenue growth and c.12% group adjusted EBITDA margin”

Fevertree Drinks (#FEVR) – agreement for sales, distribution and production in the US with Molson Coors, £71m investment at 654.2p per share and intention for £71m share buyback

Fevertree Drinks (#FEVR) – H1 EPS up to 6.49p and DPS to 5.85p though revenue -2%, states “strong start to the second half”

Fevertree Drinks (#FEVR) – “market share gains across its regions and deliver topline growth in the year to date”

Fevertree Drinks (#FEVR) – 2023 EPS down to 13.18p, DPS +2% to 16.64p, argues positive 2024 outlook

Fevertree Drinks (#FEVR) – 2023 revenue +6%, expects increased revenue growth this year

FeverTree continues to focus on a certain type of consumer/user…and investor

I have some breaking news for you all. Back in May last year, I observed that “I continue to no longer recommend selling your FeverTree (FEVR) shares (although I still haven’t tried its products)”. This now needs to be updated, as the other week J Sainsbury (SBRY) had a FeverTree lemonade on offer and I did try the “clear, sparkling lemonade” product (although I failed to follow its suggestion to mix the “finest fruit cups” with vodkas or gin). Otherwise…how do I feel about the company’s first half results?

Fevertree Drinks (#FEVR) – H1 EPS down to just 1.2p, DPS +2%, notes “product cost headwinds”

Fevertree Drinks (#FEVR) – notes revenue growth, though relying on progressing margin improvements to meet earnings expectations

Fevertree – its all about cash for me

The market seems to like today’s full year numbers from FeverTree (FEVR) but then expectations had already been muted. Under-promise and over deliver as the old adage goes. Me? I am an old fashioned sort of chap who does not like companies funding not only their entire ordinary dividend but also a special not from earnings but simply by running down cash. Is that long term smart in this uncertain world?

Fevertree Drinks (#FEVR) – 2022 EPS -44%, DPS +2%, notes “inflationary pressures”