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Supreme - Non vaping annualised revenue >£120m

May 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

  • Epic Code:
  • SUP
  • Price:
  • 155p
Ahead of reporting on 1 July, Supreme confirmed it is on track for record sales of £235m and adjusted EBITDA of at least £40m (FY24: £38.1m). The keynote is that the acquisitions of Clearly Drinks and Typhoo Tea, creating a soft drinks and hot beverages vertical, have helped non-vaping annualised revenue to >£120m - or c50% of the total ahead of the UK disposable vape ban coming in on 1 June. It is navigating it all well and Zeus forecasts EPS of 21.2p for the year already ended, with 19.4p this year. I will wait to see what rabbit CEO Sandy Chadha next pulls out of the hat. Keep on buy list. ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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