Verushka Shetty
Rue Shetty is an equity analyst for Morningstar Holland BV (“Morningstar”), a wholly owned subsidiary of Morningstar, Inc.
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Associated British Foods: Primark Store Growth Offsets Weak Like-for-Like Sales
ABF’s food business is shadowed by a troubled sugar business.
Tesco: Slower-Than-Expected Growth in a Cautious Environment, Maintain Fair Value Estimate
We think Tesco stock is fairly valued.
Marks & Spencer Earnings: Decent End to a Challenging Year
We think Marks & Spencer stock is fairly valued.
Diageo: US Weakness Overshadowed by World Cup and Guinness Boost
We lower our fair value estimate for Diageo stock.
AB InBev Earnings: Rebounding Sales and Profitability Send Shares Higher
We think Anheuser-Busch InBev stock is moderately undervalued.
Tesco Earnings: Encouraging Guidance Beat, but Fiscal 2027 Environment Is Uncertain
We think Tesco stock is moderately overvalued.
Ocado Earnings: Near-Term Guidance Is Modest, Technology Changes Underway; Lowering Valuation
We think Ocado Group stock is fairly valued.
Coca-Cola Europacific Partners Earnings: Nice Profitability Expansion in a Challenging Year
We think Coca-Cola Europacific Partners stock is moderately overvalued.
Associated British Foods: Tough Environment Prompts Lower Full-Year Outlook
We lower our fair value estimate for British Foods stock.
Sainsbury’s: Solid Grocery Sales Offset by Weaker General Merchandise
We think J Sainsbury stock is fairly valued.
Marks & Spencer: Strong Food Performance Offsets Fashion Decline
We think Marks & Spencer stock is fairly valued.
Tesco: Decent Christmas-Period Sales; Management Confident In Meeting Full-Year Targets
We think Tesco stock is moderately overvalued.
J Sainsbury Earnings: Fiscal 2026 Profitability Target Raised With Strong First-Half Performance
We think J Sainsbury stock is fairly valued.
Diageo: Weaker-Than-Expected Sales Prompts Guidance Cut; Lower Our Fair Value Estimate to GBX 2,260
We think Diageo stock is moderately undervalued.
Marks & Spencer Earnings: Digests Near-Term Impact of Cyberattack
We think Marks & Spencer stock is moderately overvalued.
Pernod Ricard: Soft Start to the Year, but Encouraging Pockets of Growth; Lowering Valuation
We think Pernod Ricard stock is significantly undervalued.
Delivery Hero: Transfer Coverage With EUR 30.50 Fair Value and No Moat Rating
We think Delivery Hero stock is moderately undervalued.
Tesco Earnings: Encouraging First-Half Performance Prompts Guidance Raise
Raising fair value estimate for the UK supermarket stock.
Associated British Foods Trading Update: Weak Primark Growth and Vivergo Plant Closure
At current levels, we view the shares as undervalued.
Pernod Ricard Earnings: Optimism Over Top-Line Growth Despite US and China Woes
We continue to view the alcoholic beverage stock as undervalued.
Deliveroo Earnings: Consumer Value Proposition Enhancements Appear to be Bearing Fruit
Shares appear fairly valued, ahead of acquisition by DoorDash.
Diageo Earnings: Mixed Results After a Challenging Fiscal 2025
Fair value estimate lowered.
Campari Earnings: Guidance Reaffirmed While the Environment Remains Opaque
The Italian company reported flattish organic revenue growth and a decline in adjusted EBIT in the first half.
Carrefour: Top-Line Acceleration Supported by Improving Environment in Europe
Carrefour shares look undervalued.
Ocado Earnings: Investor Confidence Boosted With Cash Flow and Profitability Uplift
Ocado Group Stock Earnings Update
