Quick Facts
- Emmi is a leading dairy products producer from Switzerland.
- Latest addition to the Obermatt Swiss Pearls portfolio
- Inficon has been removed from the portfolio
Pros
- Emmi's growing revenue and history of profitability suggest a healthy company. ✔
- Emmi is a leader in vegan alternatives to dairy products. ✔
- Emmi's presence in consumer staples provides stability during economic downturns. ✔
Cons
- Emmi has competition from international dairy producers, some of which have access to more resources. ❌
- Emmi generates a significant portion of sales internationally, which exposes the company to currency risks. ❌
- Consumer staples may offer lower growth compared to other industries. ❌
Obermatt Ranks
 360° View | 77 |  | |
 Sentiment Rank | 55 |  | |
 Value Rank | 5 |  | |
 Growth Rank | 98 | | |
 Safety Rank | 78 | | |
 Combined Rank | 77 | |
The Obermatt Swiss Pearls (OMSP1) portfolio recently underwent its monthly review process resulting in the addition of the Emmi Group, a leading Swiss producer of dairy and dairy alternative products, while Inficon has been removed.
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The decision to add Emmi Group aligns with our focus on long-term value and potential for sustainable growth. Emmi's strong Obermatt 360° View of 77 further strengthens its fit within the portfolio. Our ranking system considers various factors to assess a company's investment potential, and Emmi's high score suggests strong potential across these metrics.
In 2023, the company generated 4.24 billion CHF in revenue, a slight increase on the record year in 2022, demonstrating a solid track record of sales. Additionally, they have a history of profitability, which aligns well with the OMSP1 portfolio's focus on long-term value creation. On the other hand, Emmi's position as a leader in the Swiss dairy industry adds an important element to the OMSP1, as the dairy industry is a significant contributor to the Swiss agricultural sector and the overall economy. At the same time, Emmi is a pioneer in the development of vegan dairy product alternatives, such as the Beleaf brand which is based largely on oats.
On the flip side, investors need to keep an eye on a few negative aspects. Emmi competes against many international companies, some with deep resources and market power. Furthermore, Emmi generates a large amount of sales internationally, exposing the company to risks of currency fluctuations.
We believe that Emmi Group's strong market position, diversified product offerings, commitment to innovation, high Obermatt 360 View score and solid financial performance make it a valuable addition to the OMSP1 portfolio. We are confident that this move will contribute to the portfolio's long-term success.