Strauss (SGLJF)
OTHER OTC:SGLJF
Earnings Data
Report Date
Jun 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.57Last Year’s EPS
0.2Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents multiple strong financial and operational positives — double-digit top-line growth, record group EBIT, a dramatic rebound in Coffee International and Três Corações, a return to positive free cash flow, and successful productivity execution. These gains are tempered by isolated but meaningful headwinds: confectionery margin pressure from cocoa, profitability actions in China due to intense competition, higher financial/tax costs, and geopolitical risks from the war in Israel. Management provided clear strategic rationale for the Yoki acquisition and outlined achievable productivity and synergy plans. On balance, the positives (material revenue, EBIT and cash-flow improvements plus structural productivity gains and strategic M&A) substantially outweigh the challenges.Company Guidance
Group Revenue Growth (Full Year and Q4)
Full year 2025 net sales of ILS 12.5 billion, up 11.6% year-on-year; Q4 2025 net sales of ILS 3.2 billion, up 10.2% year-on-year, with broad-based growth across core segments.
Significant EBIT and Margin Improvement
Full year 2025 group EBIT reached a record ILS 1.02 billion, up 35.6% year-on-year with an 8.2% EBIT margin; Q4 2025 group EBIT was ILS 282 million, up 62.3% year-on-year with an 8.9% EBIT margin. Management cites 9.6% margins excluding the kitchen activity.
Coffee International: Outstanding Performance
Coffee International sales grew ~31% for the full year to ILS 6.2 billion and Q4 sales rose ~24% (ILS 1.6 billion); Coffee International EBIT more than doubled to ILS 493 million for the year, and Q4 EBIT jumped 270% to ILS 173 million (Q4 EBIT margin 10.9% vs 3.6% prior year).
Três Corações (Brazil) Record Results
Três Corações posted Q4 net sales of BRL 3.59 billion (+23.9% YoY) and Q4 EBIT of BRL 464 million (+364% YoY) with a 12.9% Q4 EBIT margin (vs 3.5% prior year). Full year 2025 sales BRL 14.1 billion and EBIT BRL 1.26 billion (+226% YoY), annual EBIT margin ~8.9%.
Turnaround to Positive Free Cash Flow
Free cash flow for Q4 2025 was ILS 554 million (up ILS 110 million YoY). Full year free cash flow turned positive to ILS 215 million versus negative ILS 51 million in the prior reported period, driven by higher profitability and lower CapEx.
Productivity and Cost-Savings Progress
Management remains on track (and expects to exceed) productivity targets in the range of ILS 300–400 million, contributing materially to improved operational profit and margin recovery.
Strategic M&A and Scale Gains (Yoki)
Acquisition of Yoki in Brazil at ~0.4x revenues aligned with strategy to leverage local brands; expected synergies include distribution expansion (from ~100k to ~400k points), logistics and SG&A consolidation, with a target turnaround within 18–24 months.
Innovation and Capacity Expansion
Multiple innovations and launches (e.g., carb-free drinks, expanded protein offerings) and new capacity: a plant for alternative milks in northern Israel launched in Oct 2025 and additional lines to address capacity constraints to meet demand.
Improved Leverage Metrics
Net debt ended at ILS 2.2 billion and net debt-to-EBITDA improved to 1.6x (from 1.7x a year ago), indicating moderate leverage and an improved balance sheet posture.
SGLJF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SGLJF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 25, 2026 | $47.52 | $47.52 | 0.00% |
Nov 26, 2025 | $28.20 | $28.96 | +2.70% |
Aug 26, 2025 | $26.92 | $26.72 | -0.74% |
May 28, 2025 | $24.75 | $24.65 | -0.40% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Strauss (SGLJF) report earnings?
Strauss (SGLJF) is schdueled to report earning on Jun 01, 2026, Before Open (Confirmed).
What is Strauss (SGLJF) earnings time?
Strauss (SGLJF) earnings time is at Jun 01, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SGLJF EPS forecast?
SGLJF EPS forecast for the fiscal quarter 2026 (Q1) is 0.57.