Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RFG.L
SELLREMOVERoebuck Food Group plc · Consumer Defensive · United Kingdom · $36M · Avg Vol: $3.48/d
Micro-cap food group with weak operating metrics, low return on capital, and no alignment with our core high-conviction macro themes.
COMPANY DESCRIPTION
Roebuck Food Group plc, formerly Norish plc, is a food distribution and sourcing business operating in the UK and Irish markets. The company focuses on sourcing and distributing high-quality proteins and dairy ingredients to food manufacturers and retailers. It operates as a niche player in the cold chain and food supply sector, focusing on capital-light, high-margin distribution channels to drive shareholder value.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 42M | 5M | 15M | 15M | -29.5% |
| EPS | 1.58 | -0.06 | -0.08 | -0.16 | — | — |
| Shares | — | 30M | 50M | 50M | 101M | +236.4% |
| Debt | 0 | 7M | 3M | 804,167 | 1M | -45.6% |
| Equity | — | 8M | 9M | 1M | 9M | 6.9% |
| Op CF | — | -6M | 2M | -3M | -984,064 | — |
| Inv CF | — | 116,799 | -2M | 3M | -8M | — |
| Fin CF | — | 2M | -724,959 | -2M | 11M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of RFG.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RFG.L | Roebuck Food Group plc(you) | $36M | 23 | SELL |
| ART.L | The Artisanal Spirits Company plc | $29M | 11 | STRONG SELL |
| VINO.L | Virgin Wines UK PLC | $26M | 12 | STRONG SELL |
| SALT.L | MicroSalt plc | $30M | 7 | STRONG SELL |
| CDGP.L | Chapel Down Group Plc | $97M | 22 | SELL |
| RE.L | R.E.A. Holdings plc | $65M | 45 | HOLD |
| WIL.L | Wilmington plc | $292M | 21 | SELL |
| WALD | Waldencast plc | $174M | 37 | HOLD |
| CAM.L | Camellia Plc | $189M | 40 | HOLD |
| WINE.L | NAKED WINES PLC ORD 7.5P | $66M | 63 | HOLD |
Peer medians: ROE 15.8% · P/E 17.5x · Gross margin 38.7%