Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
7705.TW
HOLDREMOVEMercuries F&B Co., Ltd. · Consumer Cyclical · Taiwan · $67M · Avg Vol: $64K/d
Mercuries F&B operates casual dining chains in Taiwan. It is a low-margin, highly localized consumer business with no structural moat or connection to our high-conviction global macro themes.
COMPANY DESCRIPTION
Mercuries F&B Co., Ltd. operates a diverse portfolio of fast-casual restaurant chains in Taiwan, including popular brands like Sanshang Qiaofu and Napolis Pizza. The company leverages economies of scale in food sourcing and centralized logistics to maintain high operating margins and competitive pricing. It is a dominant market leader in Taiwan's mass-market dining sector, characterized by high brand loyalty and steady cash flows.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 164.5M | 182.4M | 199.8M | 206.4M | 7.9% |
| EPS | 0.12 | 0.08 | 0.10 | 0.13 | — | 2.2% |
| Shares | — | 60.4M | 60.4M | 66.1M | 66.1M | +9.3% |
| Debt | 5.7M | 41.6M | 46.6M | 35.2M | 47.9M | 70.4% |
| Equity | — | 32.5M | 36.7M | 52.9M | 48.9M | 14.5% |
| Op CF | — | 25.4M | 30.6M | 30.5M | 29.9M | 5.5% |
| Inv CF | — | -12.3M | -17.3M | -11.7M | -12.4M | — |
| Fin CF | — | -15.2M | -14.2M | -18.7M | -9.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 7705.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 7705.TW | Mercuries F&B Co., Ltd.(you) | $67M | 58 | HOLD |
| 2755.TWO | YoungQin International Co., Ltd. | $170M | 57 | HOLD |
| 2754.TWO | Kura Sushi Asia Co., Ltd. | $101M | 42 | HOLD |
| 2752.TWO | Tofu Restaurant Co., Ltd. | $151M | 89 | STRONG BUY |
| 2753.TW | Bafang Yunji International Company Limited | $400M | 71 | BUY |
| 2729.TWO | TTFB Company Limited | $221M | 29 | SELL |
| 2723.TW | Gourmet Master Co. Ltd. | $376M | 33 | SELL |
| 2727.TW | Wowprime Corp. | $645M | 90 | STRONG BUY |
| 2115.TW | Luhai Holding Corp. | $68M | 53 | HOLD |
| 1432.TW | TRK Corporation | $61M | 54 | HOLD |
Peer medians: ROE 7.3% · P/E 17.1x · Gross margin 22.9%