BUFF

Blue Buffalo Pet Products Inc

Consumer


Presented:11/24/2015
Price:$18.26
Cap:$3.62B
Current Price:$44.34
Cap:$7.81B

Presented

Date11/24/2015
Price$18.26
Market Cap$3.62B
Ent Value$3.75B
P/E RatioN/A
Book ValueN/A
Div Yield0%
Shares O/S198.25M
Ave Daily Vol1,553,004
Short Int38.83%

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), JM Smucker Co/The (SJM), Nestle SA (NESN VX)

Highlights

The presenter is short shares of Blue Buffalo (BUFF) since he finds current growth estimates to be too aggressive in the face of increasing competition and oversaturation in existing channels. As the early mover in the category, BUFF could be set to repeat the “Whole Foods story,” in which an early innovator finds the competitive environment will become more difficult as more entrants appear. The presenter expects the company’s growth will fall short of the expected 10% target, and the stock will suffer as a result.

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Idea Discussion

Commentor 1 - 2 weeks ago

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