Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603697.SS
HOLDREMOVEYouYou Foods Co., Ltd. · Consumer Defensive · China · $695M · Avg Vol: $17M/d
YouYou Foods is a Chinese snack food manufacturer specializing in pickled chicken feet. While it has a niche consumer base, it lacks a scalable global runway, pricing power, or any connection to our macro themes.
COMPANY DESCRIPTION
YouYou Foods is a prominent Chinese snack food manufacturer, widely recognized as the market leader in the pickled chicken feet segment. The company maintains a strong competitive moat through its iconic brand reputation, proprietary pickling formulas, and a highly established distribution network, particularly in Southwest China. It is characterized by high operating margins and a highly focused product portfolio within the savory snack niche.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 151.4M | 142.8M | 174.7M | 234.8M | 15.8% |
| EPS | 0.05 | 0.04 | 0.05 | 0.06 | 6.1% |
| Shares | 431.9M | 427.7M | 427.7M | 427.7M | -1.0% |
| Debt | 0.3M | 1.8M | 0.6M | 0.5M | 16.0% |
| Equity | 274.8M | 271.2M | 262.2M | 261.8M | -1.6% |
| Op CF | 29.5M | -0.6M | 33.8M | 59.3M | 26.2% |
| Inv CF | 16.7M | 1.2M | 18.1M | -35.2M | — |
| Fin CF | -30.6M | -24.6M | -32.5M | -28.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 603697.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603697.SS | YouYou Foods Co., Ltd.(you) | $695M | 61 | HOLD |
| 002991.SZ | Ganyuan Foods Co., Ltd. | $557M | 60 | HOLD |
| 605338.SS | Zhongyin Babi Food Co., Ltd. | $645M | 57 | HOLD |
| 603170.SS | Shanghai Bolex Food Technology Co., Ltd. | $700M | 67 | BUY |
| 600300.SS | V V Food & Beverage Co.,Ltd | $715M | 70 | BUY |
| 9676.HK | Shiyue Daotian Group Co., Ltd. | $538M | 69 | BUY |
| 1458.HK | Zhou Hei Ya International Holdings Company Limited | $320M | 62 | HOLD |
| 003000.SZ | Jinzai Food Group Co.,Ltd. | $675M | 43 | HOLD |
| 002216.SZ | Sanquan Food Co., Ltd. | $1.5B | 68 | BUY |
| 605016.SS | Shandong Bailong Chuangyuan Bio-Tech Co., Ltd. | $1.5B | 69 | BUY |
Peer medians: ROE 8.4% · P/E 20.9x · Gross margin 33.3%