Before buying the Aryzta Group share, we offer you our help in your analysis of this stock. In this article, we offer you to discover in more detail all the elements that you will be able to use to determine in which direction the trend of this asset is likely to evolve. In particular, we will present this group in detail with its main activities, its main competitors on the market and the partnerships it has created with other companies. To finish this article entirely dedicated to this stock, we will then propose you to discover some advices to set up a good fundamental analysis of this stock with the list of the elements that you must analyze in priority within this framework.
In particular, it will be important to follow with interest the market shares and audience shares of this company in the field of Spanish television. These audiences are in fact the guarantee of advertising revenues for the company.
We will also keep an eye on the competition in this sector with all the data coming from its main opponent mentioned above and the news concerning it.
The Aryzta Group also makes available to investors its annual and quarterly results as well as details of its strategic growth plans. These two elements can of course be compared in order to determine a reliable trend.
We will also follow with great interest the obtaining of broadcasting rights for certain major programs for the channels owned by this company.
The development of Aryzta's activities outside the Spanish territory is also an element that you should follow as a priority and that can generate additional income in the long term.
Finally, we will also follow all partnerships or the creation of new subsidiaries or joint ventures with other large groups or with certain major events, as these indicators are also often associated with an increase in the price of this stock.
First of all, and in order, of course, to lay the foundations for the analysis of the Aryzta share price, we propose to give you a slightly more detailed presentation of this company. We are going to take a look at the sector in which this group operates and its major activities, which will allow you to better understand its opportunities, its challenges and its threats for the future, and thus to better understand how this stock may be perceived by the market.
The Aryzta Group is a company active in the food industry. More specifically, this company is specialized in the manufacture and sale of bakery and pastry products. But that's not all! Over time, Aryzta has also developed other activities, including ready-made meals for the catering industry.
The products marketed by Aryzta are mainly sold under the brand names Cuisine de France, La Brea Bakery, Otis Spunkmayer or Coup de Pâtes.
It is also interesting to know the geographical distribution of the revenues generated by this company. Indeed, we know that the Aryzta group generates more than 49.8% of its turnover in Europe and 42.7% in North America. The remaining 7.5% of its turnover comes from the rest of the world. The Aryzta Group currently operates more than 53 bakeries and kitchens in these areas, mainly in Europe, North America, Asia, Australia and New Zealand.
The current shareholding of Aryzta is 10% shares of Cobas Asset Management, 5.85% shares of JO Hambro Capital Management, 5% shares of CI Global Investments, 5% shares of Black Creek Investment Management, 5% shares of Causeway Capital Management, 4.22% in Fidelity Management & Research, 4% in Invesco Advisers, 3.09% in FIL Investment Advisors, 3.04% in Credit Suisse Asset Management and 3% in Norges Bank Investment Management.
After having discovered our presentation of the activities of the Aryzta group, we propose you to learn a little more about the competition of its sector of activity. Indeed, if Aryzta is one of the leaders of its sector in Europe, it also has to face an important competition from some other companies. We propose you to discover here who are the main adversaries of this company.
First of all, there is of course the competition from Finsbury Food Group Plc, which is a UK-based manufacturer of bakery products. This company specialises in the production of cakes, breads and bakery-snack products for retailers and the catering trade. The company's main areas of business include the UK bakery business, the overseas business and the group business. The bakery business is concerned with the manufacture and sale of bakery products to grocers and food service providers in the UK. The group does this through various subsidiaries including Memory Lane Cakes Ltd, Lightbody Group Ltd, Campbells Cake Company Ltd, Johnstone's Food Service Ltd, Fletchers Bakeries Ltd and Nicholas & Harris Ltd. Overseas, the group is responsible for the distribution of the company's products which are produced in the UK and the sale of third party products in Europe. The company's food services business operates under the Kara brand and its licensed brands include Disney, Thorntons, Weight Watchers, Vogel's, Village Bakery and Cranks.
Another major competitor that you should consider when analysing the Aryzta share price is the Lotus Bakery Group. This company specialises in the production and sale of bakery products, including speculoos, gingerbread, waffles and pancakes, pastry specialities and pepparkakor biscuits, which are sold under various brand names, including Lotus, Lotus Biscoff, Lotus Dinosaurus, Lotus Suzy, Peijnenburg, Snelle Jelle, Annas, Trek, BEAR and Urban Fruit. The group currently has 10 production sites, mainly in Belgium but also in the Netherlands, France and Sweden. The group markets its products in Belgium, the United Kingdom, the Netherlands, France and the rest of the world. It currently employs 1,604 people.
Knowing the competition of the Aryzta Group is of course important to carry out your analysis of this value, but you must also know the main partnerships that have allowed it to become the company that we know today.
It is worth noting that the Aryzta group was created on the basis of a merger. In 2008, Hiestand was taken over by IAWS and more than two thirds of the capital of this company was controlled by the Irish group. The Aryzta Group will now have 8,000 employees. Thanks to this operation, the Aryzta Group has become the world leader in industrial bakery and has generated a turnover of more than 3.8 billion Swiss francs in more than 15 different countries. The IAWS management, which at the time held all the key positions in the new company, did not speak of a takeover. However, IAWS had already acquired a 22% stake in Hiestand in 2003 and subsequently increased its share in the group to 32% in 2005.
More recently, in 2018, Aryzta's French subsidiary began a strategic shift for its sales force to enter the digital era, which led to the implementation of a new partnership. Indeed, the 200 sales representatives and 80 telemarketers of this subsidiary were still working on an exhaustive paper catalogue published twice a year and on thematic brochures and digital supports that circulated via intranet or email. As part of the digital change process, the company partnered with Salesforce to use its Salesapp sales software to consolidate marketing and sales tools in a single location that also provides a complete toolbox for the sales force The company was thus able to become autonomous on this application and was able to fully customize it from the tree structure to the contents.
