Strauss (IL:STRS)
TASE:STRS
Want to see IL:STRS full AI Analyst Report?
Earnings Data
Report Date
Aug 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
69Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial trajectory: strong margin recovery (double‑digit EBIT margin), substantial YoY net income and cash‑flow improvements, volume growth across categories, marked profitability gains in Coffee International and Três Corações, and clear progress on strategic goals (core mix, productivity and investment). Notable near‑term headwinds remain — Strauss Water profitability impacted by the war and competitive pressures in China, pricing corrections in Brazil reducing reported revenues (but preserving gross profit per kilo), and some ramp/marketing costs in Israel — but management provided concrete mitigation plans (Yoki integration, capacity expansion in China, hedging benefits, productivity targets). Overall, positives materially outweighed the negatives.Company Guidance
Record EBIT margin and return to double-digit profitability
Group EBIT margin reached 10.5%, a return to double-digit EBIT for the first time in five years. Management reported a material YoY increase in EBIT (discussed as +58% to ILS 360m by the CEO and as a record ILS 316m, up ~68% YoY by the CFO).
Strong net income and cash flow improvement
Net income rose 126% year‑on‑year to ILS 181 million. Free cash flow / cash flow improved by approximately ILS 450 million YoY driven by stronger EBITDA and much lower working capital seasonal increase.
Volume growth despite industry headwinds
Total company volumes increased ~3.5% (management), and net sales growth excluding FX was reported (management ~3.3%; CFO: group sales +0.4% reported, +2.5% excluding FX). Management emphasized volume growth while many peers struggle to grow volumes.
Coffee International — marked profitability improvement
Coffee International segment delivered materially higher profitability: segment EBIT increased to ILS 132 million (up 142% YoY) with an EBIT margin of 10%. Três Corações (Brazil JV) achieved strong results: gross margin expanded from 15% to 24.1%, BRL EBIT of BRL 310 million (reported up 221% YoY) and an EBIT margin of ~10%.
Strauss Israel: broad‑based sales and margin expansion
Strauss Israel posted +4.5% sales growth to ILS 1.46 billion and delivered a strong EBIT margin of 12% (up from 8.1% in Q1 2025). Health & Wellness and Fun & Indulgence showed volume-driven sales growth and improved profitability (Fun & Indulgence sales +8.5%).
Strategy execution and portfolio progress
Management reported progress against strategic targets: shift to higher‑quality core activities increased from 67% to ~85% meeting the defined core criteria, continued investments (higher CapEx and innovation), and expected productivity savings within the ILS 300–400 million target range.
Yoki acquisition and Brazil expansion
Signed acquisition of Yoki in April with expected close by July; management expects significant sales uplift and synergies in Brazil, leveraging an expanded distribution footprint (now 400k points of sale vs Yoki's prior 80–100k).
China market share recovery
Strauss Water (China JV) and related activity regained market position versus competitors: management reported China sales growth >9% in local currency and recovery to #1–#2 market position, indicating successful share restoration.
IL:STRS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IL:STRS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | 12420.00 | 12470.00 | +0.40% |
Mar 25, 2026 | 13127.38 | 12999.36 | -0.98% |
Nov 26, 2025 | 9215.76 | 9333.93 | +1.28% |
Aug 26, 2025 | 8961.68 | 8892.74 | -0.77% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Strauss (IL:STRS) report earnings?
Strauss (IL:STRS) is schdueled to report earning on Aug 18, 2026, Before Open (Confirmed).
What is Strauss (IL:STRS) earnings time?
Strauss (IL:STRS) earnings time is at Aug 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Strauss stock?
The P/E ratio of Strauss Group is N/A.
What is IL:STRS EPS forecast?
Currently, no data Available