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Zacks Initiates Coverage of Better Choice With Neutral Recommendation
BTTRBetter Choice pany (BTTR) ZACKS·2024-12-24 15:41

Core Viewpoint - Zacks Investment Research has initiated coverage of Better Choice Company, Inc. (BTTR) with a Neutral recommendation, indicating a balanced outlook on the company's performance in the competitive pet care industry [1] Company Performance - Better Choice achieved its first profitable quarter in over four years in Q3 2024, reporting adjusted EBITDA of over 0.2millionandimprovedgrossmarginsof400.2 million and improved gross margins of 40% [7] - The company has made significant progress in digital sales channels, which now account for a substantial portion of its revenues, with increased repeat purchases and strong subscription growth [6] Market Position and Challenges - Better Choice's market capitalization is modest at 4.2 million, and the stock has underperformed compared to peers and the broader market, trading at a significant discount relative to industry averages [3][5] - The company faces challenges due to its reliance on Asia-Pacific markets, which exposes it to regulatory, economic, and competitive risks [2] - Elevated competition in the premium pet food sector, dominated by major players like Mars and Nestle, necessitates continued investment in branding and innovation [8] Growth Opportunities - The company's growth is heavily driven by international markets, particularly in the Asia-Pacific region, where pet ownership is surging, especially among younger demographics seeking premium products [4] - Better Choice's acquisition of SRx Health Solutions enhances its revenue diversification strategy and aligns with its plans to enter the veterinary pharmaceuticals market under the "Better Pet Rx" initiative [9] Operational Efficiencies - Operational efficiencies have been noted, including a 48% reduction in inventory levels and a 97% supply chain fill rate, which support the company's recent profitability and position it for sustained growth into 2025 [7]