Consumer Staples

Sector Valuation

Company Name Rating Country Currency CMP
(Local Currency)		 Market Cap
(USD m)		 Target Price
(Local Currency)		 PER
(x)		 ADVT 3m
(Volume)		 Estimates
Last Updated On		 ROE
(Fwd) (%)
Agthia Group BUY UAE AED 4.57 1,034.14 8.00 21.05 844,788 4-Mar-25 9.03
Almarai Co BUY Saudi Arabia SAR 52.6 14,023.30 65.00 28.74 1,018,558 22-Apr-25 12.37
Americana Restaurants BUY UAE AED 2.16 4,953.73 2.70 NA 7,920,473 5-May-25 36.64
Jarir Marketing Co BUY Saudi Arabia SAR 12.5 3,999.04 14.50 15.23 1,582,235 23-Apr-25 57.24
Lulu Retail Holdings PLC BUY UAE AED 1.34 3768.236538 2.25 NA 15589120 15-May-25 23.47688986
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Recent Research

  • UAE Flag
    EARNINGS CALL INSIGHT
    15 May 2025
    LuLu Retail Holdings PLC
    BUY
    AED 1.37
    AED 2.25
    +64.23%

    UAE Equity Research - Lulu Retail Holdings PLC 1Q25 - Earnings Call Insight

    LuLu Retail’s revenue rose 7.3% YOY to USD 2,080 Mn in 1Q25, primarily supported by the growth in LFL sales supported by strong festive season, new store openings and higher sales volume across certain product categories.
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  • UAE Flag
    FIRST LOOK NOTES
    05 May 2025
    Americana Restaurants
    BUY
    AED 2.11
    AED 2.70
    +27.96%

    UAE Equity Research - Americana Restaurants International PLC (AMR) 1Q25 - First Look Note

    Plans to add 150-160 stores in 2025, including the opening of 14 stores in 1Q25. It ended 1Q25 with 2,630 restaurants, including the addition of 46 Pizza Hut stores in Oman. Americana focuses its expansion efforts on key markets including the UAE, Saudi Arabia, Kuwait, and Iraq.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    02 May 2025
    Americana Restaurants
    BUY
    AED 2.23
    AED 3.00
    +34.53%

    UAE Equity Research - Americana Restaurants International PLC (AMR) 1Q25 - Earnings Call Insight

    Americana Restaurants revenue rose 16.2% YOY to USD 573 Mn in 1Q25, primarily supported by growth in like-for-like sales, and continued expansion of the store network. The Company reported a gross profit of USD 303 Mn in 1Q25 as compared to USD 254 Mn in 1Q24, an increase of 19.2% YOY, fueled by effective management and procurement strategies. Gross profit margin expanded from 51.5% in 1Q24 to 52.8% in 1Q25.
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  • Saudi Flag
    FIRST LOOK NOTES
    23 Apr 2025
    Jarir Marketing Co
    BUY
    SAR 12.60
    SAR 14.50
    +15.08%

    Saudi Equity Research - Jarir Marketing Company 1Q25 - First Look Note

    Revenue rose 2.7% YOY to SAR 2,720 Mn in 1Q25 due to growth in the smartphone and after-sales service segment. Gross margin remained flat at 11.1% in 1Q25 compared to 1Q24. Operating profit declined 0.8% YOY to SAR 236 Mn in 1Q25 due to a rise in selling and marketing expenses. Operating margins fell 30 bps YOY to 8.7% in 1Q25.
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  • Saudi Flag
    FIRST LOOK NOTES
    22 Apr 2025
    Almarai Co
    BUY
    SAR 52.80
    SAR 65.00
    +23.11%

    Saudi Equity Research - Almarai Company 1Q25 - First Look Note

    Revenue grew 5.7% YOY to SAR 5,767 Mn, while gross profit grew 3.5% YOY to SAR 1,769 Mn in 1Q25. Almarai introduced more than 30 new products across its Bakery, Dairy, Juice, Food, and Foodservice segments in 2024, reflecting its continued focus on innovation and product expansion.
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  • UAE Flag
    SECTOR NOTE
    20 Apr 2025
    Consumer Staples

    UAE Equity Research - Consumer Sector 1Q25 - Preview Note

    We prefer Agthia and Americana Restaurants over LuLu Retail, following the recent price correction. While Agthia has faced macroeconomic headwinds such as currency devaluation in Egypt, operational disruptions, and concerns over compressed margins, there are signs of recovery, particularly as Egypt’s economy stabilizes.

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