Held by
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Bookmarked by
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Avg position size
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Sector
Packaged Foods
P/S (TTM)
2.3
EV / FCF (TTM)
28.4
Sovos Brands, Inc. operates as a U.S.-based enterprise, leveraging its subsidiaries to produce and supply a diverse array of consumer food items. The company organizes its operations into two primary segments: Dinners & Sauces, and Breakfast & Snacks. Its extensive product portfolio, marketed under recognized labels such as Rao's, Michael Angelo's, noosa, and Birch Benders, encompasses offerings like pasta sauces, dry pasta, soups, frozen ready meals, yogurts, pancake and waffle preparations, various other baking mixes, and frozen waffles. Sovos Brands distributes its goods predominantly through a wide spectrum of retail and wholesale partners, including traditional grocery chains, mass merchandisers, warehouse clubs, general wholesalers, specialty food providers, military supply stores, and non-traditional outlets like drugstores, discount retailers, and online e-commerce platforms. Established in 1983, the company's corporate headquarters are situated in Louisville, Colorado.
www.thecampbellscompany.comNo one on the platform currently holds SOVO.
No tracked institution reports a position in SOVO as of their last filing.
No one on the platform has traded SOVO yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Analyst estimates unavailable for this ticker.
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2024-02-28 | $0.20 | $0.26 | +30.0% |
| 2023-11-08 | $0.16 | $0.20 | +25.0% |
| 2023-08-07 | $0.13 | $0.17 | +30.8% |
| 2023-05-10 | $0.15 | $0.18 | +20.0% |
| 2023-03-08 | $0.17 | $0.19 | +11.8% |
| 2022-11-02 | $0.14 | $0.14 | +0.0% |
| 2022-08-03 | $0.09 | $0.13 | +44.4% |
| 2022-05-04 | $0.13 | $0.14 | +7.7% |
| $611M |
| — |
| MZTIThe Marzetti Company | $101.34 | -1.55% | $2.8B | — |
| NAPAThe Duckhorn Portfolio, Inc. | $11.09 | -0.18% | $1.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
$SOVO Sovos Brands, Inc. (NASDAQ:SOVO): A Disruptive Growth Story Poised for Continued Success https://beyondspx.com/article/sovos-brands-inc-nasdaq-sovo-a-disruptive-growth-story-poised-for-continued-success
View on StockTwits ↗$LWAY the $CPB buyout of $SOVO was at 14.6x EBITDA and the Mars buyout of $K was 16.4x EBITDA. Both valuations leave double digit percentage gains set up for Lifeway, and Lifeway is growing at 25% year over year with newly increased earnings estimates. Looking both for multiple expansion here and for top line earnings growth
View on StockTwits ↗$SOVO Sovos Brands, Inc. (NASDAQ:SOVO): A Disruptive Growth Story Poised for Continued Success http://beyondspx.com/2024/08/05/sovos-brands-inc-nasdaqsovo-a-disruptive-growth-story-poised-for-continued-success/
View on StockTwits ↗$LWAY fantastic to see action in Kellanova as buyout bid discussions continue. The CPG space ebbs and flows in consolidation, spin outs, and broader M&A. While Lifeway is far under the size of $K, companies like $SOVO, PE buyers, or smaller beverage holding companies like $SMPL or $BRBR could look to add Lifeway to the portfolio based on strong cash flow, great EBITDA and growth, niche market dominance, and no debt And yet I can still buy it at a sub 13 P/E
View on StockTwits ↗Another merger arbitrage play closes today: $SOVO is getting delisted for its planned sale to $CPB A very satisfactory return of +4.26% for my portfolio, coming in at a +22.85% annualized return. That makes it 2 out of 2 successful merger arbitrage deals since I started the strategy at the end of last year.
View on StockTwits ↗$SOVO Flagship Food Group Rebrands to Insignia International and Will Unveil New Logo Live at Natural Products Expo West https://www.stocktitan.net/news/SOVO/flagship-food-group-rebrands-to-insignia-international-and-will-z4u0zc9nyiar.html
View on StockTwits ↗$SOVO trade halt (T12) was alerted to our Members at 7:50pm EDT. Halt price: $23.00 Vol: 6.87M.
View on StockTwits ↗$SOVO Rather suspicious tape painting on 100 shares at 4 am this morning. https://www.nasdaq.com/market-activity/stocks/sovo/pre-market-trades
View on StockTwits ↗Signal alert: $SOVO - PivotPoint bottom https://stockinvest.us/l/zico0o8AOh
View on StockTwits ↗$SOVO Sovos Brands reports Q4 adjusted EPS 26c, consensus 19c Reports Q4 revenue $292.05M, consensus $262.69M. "Fiscal year 2023 was a landmark year for Sovos Brands," commented Todd Lachman, CEO. "Our team delivered sector-leading, volume-driven top and bottom-line growth, surpassing $1 billion of net sales and $150 million of adjusted EBITDA, expanded margins by nearly 200 bps and improved net leverage to 1.6x. Notably, net sales growth was driven primarily by volumes in contrast to most of our peers."
View on StockTwits ↗$SOVO Sovos Brands Reports Fourth Quarter and Fiscal Year 2023 Financial Results https://www.stocktitan.net/news/SOVO/sovos-brands-reports-fourth-quarter-and-fiscal-year-2023-financial-3gi3o03bl3yt.html
View on StockTwits ↗Signal alert: $SOVO - Overbought Trend Short (Overvalued) https://stockinvest.us/l/IFhaeFKtAk
View on StockTwits ↗$SOVO new insider selling: 13255 shares. http://insiderbuyingselling.com/?t=SOVO
View on StockTwits ↗Signal alert: $SOVO - Double Top https://stockinvest.us/l/6TIU12CL4y
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.