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Upturn AI SWOT - About
FARM 
Farmer Bros. Co (FARM)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
03/03/2025: FARM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $3.75
Year Target Price $3.75
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -55.66% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 30.18M USD | Price to earnings Ratio - | 1Y Target Price 3.75 |
Price to earnings Ratio - | 1Y Target Price 3.75 | ||
Volume (30-day avg) - | Beta 1.51 | 52 Weeks Range 1.33 - 3.29 | Updated Date 06/29/2025 |
52 Weeks Range 1.33 - 3.29 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.68 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -4.21% | Operating Margin (TTM) -1.6% |
Management Effectiveness
Return on Assets (TTM) -2.15% | Return on Equity (TTM) -35.72% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 89053994 | Price to Sales(TTM) 0.09 |
Enterprise Value 89053994 | Price to Sales(TTM) 0.09 | ||
Enterprise Value to Revenue 0.26 | Enterprise Value to EBITDA 18.07 | Shares Outstanding 21555400 | Shares Floating 16428011 |
Shares Outstanding 21555400 | Shares Floating 16428011 | ||
Percent Insiders 24.58 | Percent Institutions 39.28 |
Analyst Ratings
Rating 4.5 | Target Price 3.75 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Farmer Bros. Co
Company Overview
History and Background
Farmer Bros. Co. was founded in 1912. It began as a family-owned business roasting and distributing coffee. Over time, it expanded its product offerings and distribution network to serve a broader range of food and beverage needs for foodservice operators.
Core Business Areas
- Direct Store Delivery (DSD): Delivers coffee, tea, culinary products, and equipment directly to foodservice operators, primarily in the Western U.S.
- Foodservice: Supplies coffee and other products to large national accounts and broad-line distributors across the U.S.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is typical of a publicly traded company, with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Coffee: Farmer Bros. offers a wide variety of coffee blends, roasts, and formats. Market share data is difficult to pinpoint exactly for Farmer Bros. alone, but the overall coffee market is highly competitive. Competitors include Starbucks (SBUX), Nestle (NSRGY), and Keurig Dr Pepper (KDP).
- Tea: Offers a range of tea products, including iced tea, hot tea, and specialty teas. The tea market is also competitive, with competitors like Unilever (UL) and Tata Global Beverages.
- Culinary Products: Farmer Bros. provides culinary products such as spices, sauces, and other food ingredients. Competitors vary by specific product category but can include McCormick & Company (MKC) and Conagra Brands (CAG).
- Equipment: Farmer Bros. offers coffee and tea brewing equipment. Competitors include Bunn-O-Matic and Wilbur Curtis.
Market Dynamics
Industry Overview
The foodservice distribution industry is characterized by intense competition, fluctuating commodity prices, and evolving consumer preferences. Consolidation continues to be a trend. Coffee and tea remain staple beverages in foodservice.
Positioning
Farmer Bros. Co. positions itself as a full-service supplier to foodservice operators, offering a wide range of products and services to meet their needs. They aim to provide consistent quality and reliable service.
Total Addressable Market (TAM)
The TAM for the foodservice distribution market is substantial, estimated to be hundreds of billions of dollars. Farmer Bros. holds a small percentage of this market, suggesting significant room for growth, however competition is fierce.
Upturn SWOT Analysis
Strengths
- Established brand name
- Extensive distribution network
- Full-service product offering
- Long-standing relationships with customers
Weaknesses
- High debt levels
- Fluctuating earnings
- Dependence on commodity prices
- Smaller market share compared to major competitors
Opportunities
- Expansion into new geographic markets
- Development of innovative products
- Acquisitions of smaller competitors
- Growth in the specialty coffee and tea segments
Threats
- Intense competition
- Rising commodity prices
- Changing consumer preferences
- Economic downturns
Competitors and Market Share
Key Competitors
- SBUX
- NSRGY
- KDP
- UL
Competitive Landscape
Farmer Bros. faces intense competition from larger players like Starbucks and Nestle. To compete effectively, Farmer Bros. must differentiate its products, provide superior service, and maintain competitive pricing.
Growth Trajectory and Initiatives
Historical Growth: Farmer Bros. Co.'s historical growth has been inconsistent due to market factors and internal challenges. Recent years have seen efforts to streamline operations and improve profitability.
Future Projections: Future growth projections are based on analyst estimates and company guidance. These estimates take into account factors like market trends, competition, and company initiatives.
Recent Initiatives: Recent initiatives may include cost-cutting measures, new product launches, and efforts to expand distribution channels. These initiatives are aimed at improving profitability and driving revenue growth.
Summary
Farmer Bros. Co. is a long-standing foodservice supplier with a wide range of products. However, it faces challenges including high debt, fluctuating earnings, and intense competition from larger players. Successful implementation of strategic initiatives and a focus on profitable growth are crucial for its future. While debt remains high, initiatives seem to be helping to decrease this over time.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Industry Reports, Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Financial data and market information are subject to change. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Farmer Bros. Co
Exchange NASDAQ | Headquaters Fort Worth, TX, United States | ||
IPO Launch date 1990-03-26 | CEO, President & Director Mr. John E. Moore III | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 1003 | Website https://www.farmerbros.com |
Full time employees 1003 | Website https://www.farmerbros.com | ||
Farmer Bros. Co. engages in the roasting, wholesale, equipment servicing, and distribution of coffee, tea, and other allied products in the United States. The company offers roast and ground coffee; frozen liquid coffee; ambient liquid; flavoured and unflavoured iced and hot teas; culinary products, including spices, pancake and biscuit mixes, gravy and sauce mixes, soup bases, dressings, and syrups and sauces, as well as coffee filters, cups, sugar, and creamers; and other beverages comprising cappuccino, cocoa, granitas, and other blender-based beverages and concentrated and ready-to-drink cold brew and iced coffee under the Farmer Brothers, Artisan Collection by Farmer Brothers, Metropolitan, China Mist, Cain's, McGarvey, Boyds, and WEST COAST COFFEE brand names. It also involved in the installation, repair, and refurbishment services for an array of coffee, tea, and juice equipment. The company serves small independent restaurants, foodservice operators, and large institutional buyers and national account customers, such as restaurant, department and convenience store chains, hotels, casinos, healthcare facilities, and gourmet coffee houses, as well as retails with private brand and consumer-branded coffee and tea products, foodservice distributors, and consumers through e-commerce channel. It distributes its products through direct-store-delivery network, and common carriers or third-party distributors. The company was founded in 1912 and is headquartered in Fort Worth, Texas.
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