Freshpet公司概况 - Freshpet (FRPT)是一家属于消费者必需品部门的公司，目前在Zacks部门排名中排名第14位[2] - Freshpet目前的Zacks排名为2（买入），过去一个季度，FRPT的全年盈利预期已经上升了140.5%[3] - Freshpet今年以来的回报率为33.1%，远高于消费者必需品部门的平均回报率2.3%[4]

Freshpet (FRPT) - Freshpet (FRPT)是消费者必需品部门的一员，目前拥有194家个别股票，排名第14位[2] - Freshpet目前的Zacks Rank为2（买入），全年盈利预期较上季度增长了119.3%[3] - FRPT今年迄今为止上涨了26.3%，远高于消费者必需品部门的平均增长率2.4%[4] 行业表现 - Freshpet属于食品-杂项行业，该行业今年迄今平均增长率为3.3%，FRPT在该领域表现更好[5] Post Holdings (POST) - Post Holdings (POST)是另一家在今年迄今表现优异的消费者必需品股票，年初至今回报率为17.5%[4]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Whi ...

Shares of Freshpet (FRPT -3.92%) were barking up a tree this week as the maker of perishable dog and cat food delivered a strong fourth-quarter earnings report with a solid improvement in profitability and another quarter of strong revenue growth. As of Thursday's close, the stock was up 23% for the week. Freshpet gets a bone ...

For those looking to find strong Consumer Staples stocks, it is prudent to search for companies in the group that are outperforming their peers. Freshpet (FRPT) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year- to-date performance to find out. Freshpet is one of 193 individual stocks in the Consumer Staples sector. Collectively, these companies sit at #14 in the Zacks Sector ...

Freshpet, Inc. (FRPT) delivered remarkable fourth-quarter 2023 results, with the top and bottom lines increasing year over year. Also, both metrics beat the Zacks Consensus Estimate. The company has enhanced its organizational structure, achieving improved margins through enhanced operational efficiency in logistics, input costs and quality. This progress is reflected in its confidence in achieving its long-term Fresh Future goals. FRPT’s strategic initiatives include expanding production capacity to meet d ...

财务数据和关键指标变化 - 2023年第四季度净销售额为2.154亿美元,同比增长30%,主要由于销量增长25%和价格/组合增长5% [12] - 2023财年净销售额为7.669亿美元,同比增长29%,高于目标范围 [13] - 2023财年调整后EBITDA为6660万美元,较上年增长超过3倍 [14] 各条业务线数据和关键指标变化 - 2023年第四季度,宠物专营店销售增长15%,非测量渠道销售增长超过100% [31] - 2023财年,宠物专营店销售增长18%,非测量渠道销售增长约85% [32] 各个市场数据和关键指标变化 - 2023年第四季度,公司在测量渠道的美元增长率为28% [31] - 2023财年,公司在测量渠道的美元增长率为27% [32] 公司战略和发展方向及行业竞争 - 公司实施"转向新鲜未来"计划,旨在从追求规模转向追求盈利 [9][10][11] - 公司在新鲜/冷冻宠物食品细分市场占据96%的市场份额,目标是使新鲜食品更加主流化 [18] - 公司计划通过提高广告力度、提供不同价位的产品、扩大专业配方来推动消费者将Freshpet作为主餐使用 [21] 管理层对经营环境和未来前景的评论 - 公司认为已经达到了一个拐点,未来有望实现更高的盈利能力和现金流 [9][10][11] - 公司对2027年目标充满信心,2023年的业绩超出了预期 [25][26][27][28] - 公司将密切管理增长,以保持销售增长与产能投资的平衡 [39][40] 问答环节重要的提问和回答 问题1 **Rupesh Parikh 提问** 询问2024年毛利率的具体推动因素 [46][47][48] **Todd Cunfer 回答** 预计2024年将有一定的原材料成本下降,以及质量成本的持续改善,这将是毛利率提升的主要驱动因素 [48] 问题2 **Brian Holland 提问** 询问公司2024年媒体投放的可调整性 [57][58][59] **Scott Morris 回答** 公司可以在30天内做出小幅调整,90天内做出较大调整,以控制销售增长 [59] 问题3 **Ken Goldman 提问** 询问公司未来几年的资本支出规划 [65][66] **Todd Cunfer 回答** 未来几年公司的年度资本支出预计在2亿到2.4亿美元区间,具体数字还需进一步确定 [66]

业绩总结 - Freshpet公司2023年第四季度净销售额为766.9百万美元，同比增长29%[11] - Freshpet在2027年的目标是扩大家庭渗透率，实现18%的调整后EBITDA利润率，以及实现18亿美元的净销售额[20] - 2023年，Freshpet的净销售额达到了215.4亿美元，同比增长30%[22] - Q4 2023消费增长率为30%，较去年同期增长25%[23] - 2023年第四季度公司毛利润为74575千美元，较2022年同期的45709千美元增长63.1%[38] - 2023年第四季度调整后毛利润占净销售额的比例为41.1%，较2022年同期的33.0%提高8.1%[38] 用户数据 - Freshpet的门店数量在过去几年持续增长，2023年达到了26,777家，同比增长22%[12] - Freshpet家庭渗透率在过去几年持续增长，2023年达到了11,555,201户，同比增长19%[14] - 超重度/重度购买者对Freshpet产品的购买率在过去几年持续增长，2023年达到了37%[15] 未来展望 - Freshpet计划在2024年第三季度开始在Ennis厨房生产新产品线，以提高产能和效率[19] - 预计2024年毛利率将至少提高100个基点[33] - 预计2024年资本支出约为2.1亿美元，Ennis Phase II项目预计于明年夏季完成[35] 新产品和新技术研发 - Freshpet计划在2024年第三季度开始在Ennis厨房生产新产品线，以提高产能和效率[19] 市场扩张和并购 - Freshpet在美国宠物食品市场中的市场份额持续增长，成为主流品牌之一[13] 负面信息 - 2023年第四季度销售、一般及管理费用为59680千美元，较2022年同期的47775千美元增长24.9%[39] 其他新策略和有价值的信息 - 预计2024年广告投资将与销售额同比增长，并将根据需要进行调整[33] - 2023年第四季度调整后EBITDA为31328千美元，较2022年同期的18771千美元增长66.7%[42]

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...

Shares of pet food company Freshpet (FRPT 17.35%) surged higher on Monday after the company reported completed financial results for 2023. As of 10:40 a.m. ET, Freshpet stock was up 19% and had hit new 52-week highs. Business is booming for Freshpet In the fourth quarter of 2023, Freshpet had net sales of $215 million, its highest ever and up 30% from the prior- year period. This was almost $12 million more than what management had expected. And the good news is that its growth was driven by a 25% increase ...