Kerry Co Op Shares

Would it be fair to say the whole Kerry Group split from the Agribusiness side has been nothing short of disatrous whe you reflect on the share price. Its surely one of the worse performing shares onthe iseq in 2025 and doesn't look to be going anywhere at the moment.

The Kerry Group share price has crashed down to €72.50 now

They’ve spent close to €1 billion now on share buybacks and the result of it is the share price is lower today than it was even 10 years ago & the ISEQ has more doubled in that space of time

They gambled big on vegan vegetable burgers for weirdos, it’s reckoned they blew another billion euro on that, all that is gone up in smoke as well now. I’m an uneducated farm labourer and even I’d have had the common sense to not go chasing them vegetarian weirdos

We’ve some bunch of clowns running the show there now with Kerry Group

The dogs on the street knew than Scanlon was meant to be gone after getting the JV over the line but he’s hanging around like a stray dog that won’t go away. He’s driven the company into the ground. I wouldn’t like to be in his shoes having to face everyone at the next AGM

He’s meant to be a very nice guy. As we all know, nice guys finish last

He was the top paid CEO of any ISEQ company last year and for what? For running the company int the ground

Nearly the most worrying part of all is that they haven’t gone about appointing a new CEO yet

It’s believed that there isn’t anyone within Kerry Group itself that’s suitable to step up to the role of CEO — that’s what’s being said anyway 

Besides the €1bn vegan burger disaster - another major stain on Edmond’s copybook is the failed takeover of DuPont… according to the media at the time Kerry Group’s bid was basically for the exact same amount of money as IFF’s winning bid - the problem with that being, the takeover was a disaster as DuPont was totally overvalued. IFF’s own share price is in the gutter after it, they’re still on shaky ground. We can only thank the grace of God that Edmond’s bid for DuPont wasn’t accepted but it all comes together to paint a picture of a CEO who is lacking in judgment 

If I was him anyway I’d be calling in sick the day of the AGM, he’s going to get a lot of stick. There’s a lot of people with a lot of Kerry shares that have a lot of things to throw at him. It’s going to be very hostile. If he stays on for another few years the share price is basically screwed. 

Yes I forgot that. Kerry Group managed to get themselves the prestigious award of the biggest fine ever handed out in a food safety case in the USA. It was said at the time that they had a “wilful disregard” for food safety.

Something for everyone to consider:

February 28th 2020 Kerry Group shares closed at €128.50. At that point in time there was 177 million shares in Kerry Group. The total value of the company was worth just shy of €23 billion.

Fast forward to January 8th 2026, Kerry Group shares hit €72.40 today and now there is only 161 million shares in Kerry Group. The total value of the company now is only €11.6 billion.

So the company has exactly halved in value in 6 years.

And it gets even worse — the eurozone inflation figures point out that the euro has lost 28% of its value since 2020… so taking into account the way money has devalued the shares are really only worth €52 today and the company itself is only worth €8.3 billion…… so pretty much, the shareholders have seen 66% of their wealth destroyed… thanks to our buddy Edmond Scanlon, the best paid CEO on the ISEQ last year. We got rid of Mundy Hayes and we will get rid of Edmond next

This is interesting, coming up on 12 months now.

It will be very interesting to see what Edmund and Marge paid themselves last year, can't wait for the annual report

In reply to @Jizique

If they gave Edmond another pay rise for running the company into the ground which I presume they will, then the Kerry Group AGM will make the AGM’s during Mundy Hayes reign as Kerry Co-op chairman look like a bunch of rainbow and picnics in comparison

€67.50 and falling.

An awful lot of wealth disappearing ...

Is it a takeover target at this price?

You shouldn't make assumptions

For the most part — what shares he does have are shares he got handed to him as bonuses for the great job he’s doing 🙃🙃 it’s not like he had to go out and buy them.

He got the vast majority of his shares for about 12 cent each, he surely won’t drive it into the ground to the extent he’ll lose money on them, we’ll give him some bit of credit 😂😂

Up until a few years ago he didn’t have many shares, one of the big investors were even giving out about the small shareholding he had……

I’d be thinking the new chairperson was brought in to drop the proverbial guillotine on our CEO

Kerry management will try make a fool of you all at the AGM and say “oh all share prices of food companies are down”… “headwinds”… “shrinkflation”… “the war in the Middle East”… “the market is the market”… the simple fact is — if you line Kerry Group up against its 20 closest competitor and compare all their share prices since the day Edmond became CEO, we as a company have performed very poorly

We were once the most valuable company on the ISEQ, imagine a team going from being top of the premiership to being mid table, what’s the first thing that would happen? The manager would get sacked and someone new would be brought in to go in a different direction

The buybacks are very damning for Scanlon. I’d be thinking a lot of money was spent buying shares at close to 50% more than what they’re trading for today