BUFF

Blue Buffalo Pet Products Inc

Consumer


Presented:08/12/2015
Price:$27.92
Cap:$5.48B
Current Price:$44.34
Cap:$7.81B

Presented

Date08/12/2015
Price$27.92
Market Cap$5.48B
Ent Value$5.72B
P/E Ratio54.7x
Book ValueN/A
Div Yield0%
Shares O/S46.68M
Ave Daily Vol2,546,526
Short Int0.04%

Current

Price$44.34
Market Cap$7.81B
Blue Buffalo Pet Products, Inc. is a pet food company in the United States. The company operates through its wholly-owned operating subsidiary, Blue Buffalo Company, Ltd. and its other subsidiaries. It engages in selling dog and cat food made with whole meats, fruits and vegetables, and other natural ingredients. The company operates pet foods into different segments: Wholesome Natural, Engineered, Private Label and Therapeutic market. Blue Buffalo Pet Products was founded in July 2012 and is headquartered in Wilton, CT.

Publicly traded companies mentioned herein: Blue Buffalo Pet Products Inc (BUFF), Colgate-Palmolive Company (CL), Hain Celestial Group Inc (HAIN), Nestle SA (NESN), WhiteWave Foods Co (WWAV)

Highlights

The presenter is long shares of Blue Buffalo (BUFF), which came public just three weeks ago (July 22, 2015) at $20. He is willing to “pay up” for shares at current levels (~$27, 53x trailing earnings) and believes BUFF to be “a great growth story that stands out among a number of lower quality recent IPOs in the consumer/ retail industry”. Similar to WhiteWave and Hain Celestial’s Earth’s Best, “BUFF deserves a premium for its strong brand and it should trade at a high multiple for a long time”.

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Idea Discussion

Commentor 1 - 2 weeks ago

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