SPC Global is evolving beyond low-margin tinned goods
Marc Kennis, February 3, 2025
SPC Global (ASX:SPG)
Stuart Roberts shares insights on SPC Global (ASX:SPG). He discusses the company’s transformation after private equity acquired it from Coca-Cola Amatil (NYSE:KO), highlighting its evolution beyond low-margin tinned goods to include premium products and diverse markets. SPC now has a stronger export strategy and has engaged new business integrations, like the Original Juice Company.
Stuart comments on the current market perception of SPC, noting its resistance to price inflation and success in maintaining its pricing power over store brands. Despite past financial struggles and stock price dips, he suggests the company is now well-positioned for growth, offering value to public market shareholders.
Stuart anticipates improvements in consumer staples and discretionary stocks in light of potential rate cuts. He also discusses the impact of an upcoming federal election on the market, predicting a majority government could surprise investors and lead to a market re-rating by May.
Watch the entire interview HERE!
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