Poulaillon — Cyborg Score 5/10

Mixed
Food Products - Bakery and Catering

Strategic Profile

Products are distributed through a network of 65 stores (55 company-owned and 10 franchised) located in France, and via hypermarkets, local retailers, and vending machines. France accounts for 98.9% of net sales, reflecting strong domestic market penetration in the regional bakery sector.

Cyborg Score Rationale

Last year the company generated 119.00 M EUR with the top-performing Network segment contributing 71.69 M EUR. However, limited scale, heavy geographic concentration in France, and modest EBITDA margins suggest execution risks in a competitive market.

Top Insights

  • IPO completed December 2, 2015 at EUR 5.10, transitioning from family business to public markets
  • 66 stores network as of September 2024 indicates controlled organic expansion
  • EBITDA margin of 11.61% reflects modest operational efficiency
  • Heavy reliance on France (98.9% of sales) limits geographic diversification and growth optionality

Named Competitors

  • Fresh and frozen bakery products — Competing direct retail distribution networks
  • Catering services — Corporate and event catering alternatives
  • Hypermarket distribution — Private label and branded bakery/pastry products

Recent Developments

  • (January 2026) FY2025 consolidated results published January 28, 2026
  • (September 2024) Network comprised 66 stores with 55 company-owned locations
  • (March 2026) Stock price EUR 6.10, up 2.52% in recent trading

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