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Chocoladefabriken Lindt & Spruengli AG (CH:LISN)
:LISN
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Chocoladefabriken Lindt & Spruengli AG (LISN) AI Stock Analysis

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CH:LISN

Chocoladefabriken Lindt & Spruengli AG

(LISN)

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Neutral 68 (OpenAI - 5.2)
Rating:68Neutral
Price Target:
CHF106,384
▲(13.90% Upside)
Action:Reiterated
Date:07/21/26
The score is led by strong core profitability and a conservatively levered balance sheet, reinforced by management maintaining FY2026 guidance with H1 profitability tracking ahead of prior expectations. The main offsets are weak and volatile cash conversion (notably the sharp 2025 FCF decline), an only mixed technical picture with the price still below longer-term averages, and a relatively high P/E with a modest dividend yield.
Positive Factors
Brand strength & innovation
Lindt's leading brand valuation and sustained investment in new products and capacity (Choco Wafer rollout) support durable pricing power and portfolio differentiation. Strong brand equity increases customer willingness to pay, underpins premium margins and eases geographic retail expansion over the medium term.
Negative Factors
Weak cash conversion
A sharp drop in operating and free cash flow versus prior year shows weaker cash conversion and working-capital swings. This reduces internal funding for capex and returns, raises reliance on debt or equity for strategic moves, and heightens execution risk if cash volatility persists.
Read all positive and negative factors
Positive Factors
Negative Factors
Brand strength & innovation
Lindt's leading brand valuation and sustained investment in new products and capacity (Choco Wafer rollout) support durable pricing power and portfolio differentiation. Strong brand equity increases customer willingness to pay, underpins premium margins and eases geographic retail expansion over the medium term.
Read all positive factors

Chocoladefabriken Lindt & Spruengli AG (LISN) vs. iShares MSCI Switzerland ETF (EWL)

Chocoladefabriken Lindt & Spruengli AG Business Overview & Revenue Model

Company Description
Chocoladefabriken Lindt & Sprüngli AG, along with its associated entities, operates globally in the production and distribution of chocolate confectionery. The company's diverse range of products is marketed under prominent brands including Lindt,...
How the Company Makes Money
Lindt & Spruengli makes money primarily by selling branded chocolate and confectionery products through multiple routes to market. Its core revenue stream is the sale of finished goods (e.g., chocolate bars, pralines, truffles, seasonal products l...

Chocoladefabriken Lindt & Spruengli AG Earnings Call Summary

Earnings Call Date:Jul 21, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Mar 09, 2027
Earnings Call Sentiment Neutral
The call balanced clear operational and financial improvements against meaningful near-term challenges. Positives include solid organic sales (+4.3%), strong regional growth in North America (+12.7%) and Rest of World (+10.2%), improved profitability (EBIT margin 11.2%), a strong free cash flow turnaround, and reinforced brand strength (brand value +24%). Offsetting these are significant volume declines (-7.5% in H1), Europe weakness (-2.1%), higher material costs (+220 bps) and net debt increase to CHF 1.6 billion, plus ongoing cocoa-price and geopolitical uncertainty that weigh on travel retail and margins. Management maintained full-year guidance and reiterated medium-term targets, while outlining targeted actions to restore volumes (price-pack changes, brand investment, innovation and retail expansion). Given the mix of substantive operational strengths and important volume/cost headwinds, the tone of the call is cautious but constructive.
Positive Updates
Organic Sales Growth in H1 2026
Organic sales grew +4.3% in H1 2026, within the March guidance range of 4%-6%, supporting the company's full-year outlook.
Negative Updates
Volume Decline in H1 2026
Volume/mix declined -7.5% in H1 2026 (price-driven growth dominating), with management expecting only flat volumes in H2 2026 and a return to volume growth in 2027.
Read all updates
Q2-2026 Updates
Negative
Organic Sales Growth in H1 2026
Organic sales grew +4.3% in H1 2026, within the March guidance range of 4%-6%, supporting the company's full-year outlook.
Read all positive updates
Company Guidance
Management reiterated full‑year 2026 guidance of organic sales growth of 4–6% and an EBIT‑margin improvement of 20–40 basis points versus prior year, and upheld its mid‑to‑long‑term targets of 6–8% average annual organic growth and 20–40 bps p.a. EBIT‑margin expansion. They pointed to a solid H1 performance that supports this: total H1 sales CHF 2.33bn, organic growth 4.3% (in line with guidance), EBIT CHF 260m (11.2% margin, ahead of prior guidance), net income CHF 192m (8.2% margin), free cash flow CHF 61m (2.6% of sales, vs −3.4% in H1 2025), capex CHF 154m, and net debt CHF 1.6bn. H1 operational metrics showed price increases of 11.8%, a volume mix decline of −7.5%, a currency headwind of −5.2%, material costs at 35.5% of sales (+220bps), personnel costs improving 100bps and operating expenses down 130bps; the tax rate was 19.8% in H1 (midterm guidance 22–24%). They expect volumes to be roughly flat in H2 2026 with a return to volume growth from 2027, supported by targeted price/pack actions, brand investment, innovation (Choco Wafer capacity online by 2027) and continued retail expansion.

Chocoladefabriken Lindt & Spruengli AG Financial Statement Overview

Summary
Income statement and balance sheet quality are strong (steady revenue growth, resilient ~12% net margins, conservative leverage and healthy ROE), but cash flow is the key drag: 2025 operating cash flow and free cash flow fell sharply and cash conversion dropped well below net income, raising consistency/working-capital concerns.
Income Statement
84
Very Positive
Balance Sheet
82
Very Positive
Cash Flow
60
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue5.92B5.47B5.20B4.97B4.59B
Gross Profit2.29B3.56B3.50B3.29B3.07B
EBITDA1.27B1.19B1.10B1.02B918.30M
Net Income727.20M672.30M671.40M569.70M490.50M
Balance Sheet
Total Assets9.29B9.16B7.86B8.09B9.08B
Cash, Cash Equivalents and Short-Term Investments668.80M931.90M462.50M864.90M1.19B
Total Debt1.76B1.66B1.41B1.44B1.48B
Total Liabilities4.33B4.32B3.60B3.69B3.85B
Stockholders Equity4.96B4.84B4.26B4.40B5.22B
Cash Flow
Free Cash Flow247.20M868.00M476.80M526.30M586.20M
Operating Cash Flow520.40M1.18B778.60M756.00M826.80M
Investing Cash Flow-331.70M-312.00M-301.00M21.80M-112.90M
Financing Cash Flow-512.80M-330.20M-855.50M-835.50M-624.60M

Chocoladefabriken Lindt & Spruengli AG Technical Analysis

Technical Analysis Sentiment
Negative
Last Price93400.00
Price Trends
50DMA
95658.00
Negative
100DMA
99781.12
Negative
200DMA
109368.87
Negative
Market Momentum
MACD
-474.09
Positive
RSI
44.30
Neutral
STOCH
31.36
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CH:LISN, the sentiment is Negative. The current price of 93400 is below the 20-day moving average (MA) of 95765.00, below the 50-day MA of 95658.00, and below the 200-day MA of 109368.87, indicating a bearish trend. The MACD of -474.09 indicates Positive momentum. The RSI at 44.30 is Neutral, neither overbought nor oversold. The STOCH value of 31.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CH:LISN.

Chocoladefabriken Lindt & Spruengli AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
CHF21.50B29.221.93%4.11%13.82%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
51
Neutral
CHF6.18B25.412.65%9.39%68.92%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CH:LISN
Chocoladefabriken Lindt & Spruengli AG
94,100.00
-21,521.68
-18.61%
CH:BARN
Barry Callebaut AG
1,099.00
160.58
17.11%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 21, 2026