Do you know of any companies whose products you see all the time, but whose stock hardly anyone has on their radar?

I recently came across Tiger Brands 🇿🇦 .

And the more I looked into the company, the more interesting it became to me.

Because Tiger Brands isn’t just “a food manufacturer.”

Behind the stock lies a huge portfolio of established everyday brands:

@ KOO

@ All Gold

@ Jungle

@ Albany

@ Black Cat

@ Oros

@ Maynards

@ Fatti’s & Moni’s

@ Tastic

…and many more.

That’s exactly why Tiger Brands reminds me a bit of a small consumer goods ETF.

Of course, it’s not an ETF —after all, you’re investing in a single company.

But within that company, you get remarkable diversification across various product categories.

And that’s when the numbers get interesting

Tiger Brands accounts for about 32.8% value share.

Even more intriguing:

Culinary: 45.2%

Snacks, Treats & Beverages: 33.8%

Grains: 31.9%

Bakery: 26.1%

In terms of volume, the total defined shopping basket even amounts to 36.5%.

To me, this means:

This isn’t about guessing the next big trendy brand.

It’s about products that people buy in their everyday lives.

And those are exactly the kinds of business models I find exciting in the long term.

Even more interesting: the operational performance

In fiscal year 2025, revenue rose to 34.4 billion rand —an increase of 2.7%.

Volume grew by 3.5%.

Operating profit, on the other hand, rose by a whopping 35% to 3.8 billion rand.

And in 2026, this trend continued:

In the first half of the year, operating profit rose significantly once again.

The ROIC stood at 24.9% and the return on equity improved significantly compared to fiscal year 2025.

In addition, 5.8 billion rand in dividends and Rand 1.6 billion in share buybacks in the first half of 2026.

The current interim dividend amounts to 430 cents per share.

What I particularly like

is that Tiger Brands isn’t simply trying to acquire more and more business units.

The company is currently pursuing the opposite strategy:

Focus.

Divisions that don’t fit the core business are being sold off, and capital is to be directed more heavily toward the categories where Tiger Brands already holds a strong market position.

At the same time, the company is investing in production and logistics infrastructure.

This is interesting to me because it brings several factors together:

strong brands + high market shares + everyday products + operational improvements + capital return

That’s a combination I like to see in a long-term investment.

But now comes the part you shouldn’t forget

Tiger Brands is not a sure thing.

🇿🇦 South Africa remains the most important market.

The rand poses additional currency risk for euro investors.

Commodity prices can affect margins.

Consumers are, in some cases, under significant price pressure.

And, of course, the risk of a single company remains.

That’s exactly why I would never equate Tiger Brands with a broadly diversified ETF.

My personal thoughts

What fascinates me about Tiger Brands is actually something quite unspectacular:

People have to eat.

They buy bread.

Rice.

Pasta.

Tomato sauce.

Breakfast foods.

Beverages.

Snacks.

And Tiger Brands is right there at the table for so many of these everyday purchasing decisions.

To me, that’s the real investment case.

Not a hype stock.

Not an AI fantasy stock.

Not a “10x or nothing” play.

Rather, it’s an established consumer goods company that’s currently trying to further improve its efficiency and profitability.

And maybe that’s exactly what’s sometimes more interesting than the next stock everyone’s already talking about.

That’s why Tiger Brands is definitely going on my watchlist.

What do you think?

Is Tiger Brands an interesting “hidden champion” in your view?

Would you rather buy a diversified individual company like this or a traditional consumer goods ETF?

And most importantly: Why are such companies actually so rare in the European investment universe?

This is not investment advice—I’m simply sharing my personal research and thoughts on the stock here.

$TBS (+0,72 %)

TigerBrands #TBS
#Aktienanalyse
#Aktien
#Dividendenaktien
#ValueInvesting
#LangfristigInvestieren
#BuyAndHold
#HiddenGem
#HiddenChampion
#Konsumgüter
#FMCG
#SouthAfrica
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#Diversifikation
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#Börse
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#Aktien2026
#Getquin

I have noticed that shares in food manufacturers are somehow not in demand at all at the moment. Why is that? Consumer staples and food should actually offer a certain degree of resilience in turbulent times, as people always eat regardless of economic growth and the economy. So why is this sector just bobbing around like this?

Here are a few examples:

$ULVR (+2,65 %) Unilever, YTD = -9.1% , P/E=18.3, Divi = 4%

$NESN (+1,75 %) Nestle, YTD = + 2.4%, P/E=22.4, Divi = 4%

$HRL (+2,47 %) Hormel Foods, YTD = -11% , P/E=23.3 , Divi = 5.7%

$GIS (+1,89 %) General Mills, YTD = -21.8%, P/E=8.6 , Divi = 6.8%

$KHC (-1,03 %) Kraft Heinz, YTD = -3.1% , P/E=negative , Divi = 6.8%

$FLO Flowers Foods, YTD = -20% , P/E=21.81 , Divi = 11.5%

$NOMD (+0 %) Normad Foods, YTD = -17.2% , P/E=9.8 , Divi = 6.8%

$TBS (+0,72 %) Tiger Brands, YTD = -20% , P/E=12 , Divi = 11.4%

I understand that many branded companies are coming under increasing pressure from the discounters' own brands when the economy is bad, but is that really the whole truth?

(Illustration generated with lovart.ai, modified in Photoshop)

$TBS (+0,72 %)

1 Company history and background

Tiger Brands was founded in 1921 and has since developed into one of the largest consumer goods companies in South Africa. The company is headquartered in Midrand and is listed on the Johannesburg Stock Exchange. With a broad product range that includes food, beverages and household goods, Tiger Brands is present in many South African households.

2 Product portfolio and brands

Tiger Brands' best-known brands include Jungle Oats, Koo, All Gold and Black Cat. These brands are deeply rooted in consumers' everyday lives and enjoy a high level of recognition. The company attaches great importance to quality and innovation in order to meet the changing needs of consumers.

3. economic significance and market position

Tiger Brands plays a central role in the South African market. The company makes a significant contribution to economic stability and is a major employer in the region. Tiger Brands is also an important player in international trade and exports to various countries.

4 Challenges and future prospects

Like many companies in the FMCG sector, Tiger Brands faces challenges such as economic uncertainty in South Africa, currency-specific fluctuations and increasing competition from private labels in the retail sector. Nevertheless, the company is focusing on innovation, increasing efficiency and a strategic realignment in order to remain competitive in the future.

5. conclusion

Tiger Brands is an integral part of the South African market and offers an interesting prospect for both consumers and investors. With a strong brand presence and a solid foundation, the company remains well positioned for the future.

$KHC (-1,03 %)
$GIS (+1,89 %)
$TBS (+0,72 %)
#konsum
#lebensmittel
#dividende

Hello everyone,

I'm back as a silent reader with my portfolio.

Briefly about me: I am 26 years old, employed as an IT specialist in the public sector, live in rented accommodation and my investment horizon is at least another 20 years.

My strategy: I am building a core-satellite portfolio. The ETFs form the core: $IWRD (-0,07 %), $EIMI (-2,18 %), $EXSA (-0,41 %) and as a soon-to-be new addition $WSML (-0,01 %) . These are listed alongside $BTC (+2,31 %) (lie with $EWG2 (-1,46 %) with Bison) in the savings plan. Then there are individual stocks whose business model, sector and geographical location appeal to me.

With this strategy, I am trying to find a healthy balance between the rational assessment of not being able to beat the market and having fun on the stock market.

The allocation is still somewhat skewed, but the goal is:

• 60% core (ETFs)
• 30% individual stocks
• 10% BTC/gold

As future satellite positions I still have $D05 (+0,15 %) (to also have a single stock in the banking sector) and $TBS (+0,72 %) (because I see opportunities in the South African food market). I will open these positions as soon as I have straightened out the current allocation.

My questions: What do you think of my approach or my desired allocation? Do you have any suggestions for other good individual stocks, especially from the BRICS regions?

Otherwise, happy investing.

Hello.