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MGP Ingredients names new interim CEO and chairman

Published 2024-12-20, 08:06 a/m
MGPI
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ATCHISON, Kan. - MGP Ingredients , Inc. (NASDAQ:MGPI), a prominent producer of distilled spirits and specialty food ingredients with a market capitalization of $918 million, has announced executive leadership changes, appointing Brandon Gall as Interim President and CEO effective January 1, 2025, and Donn Lux as Chairman of the Board. The announcement comes as the company's stock trades near its 52-week low, having declined over 57% in the past year, according to InvestingPro data. These appointments come as the company prepares for the resignation of current President and CEO David Bratcher on December 31, 2024, and the transition of Karen Seaberg from her role as Chairman.

Gall, currently the CFO of MGP Ingredients, will take on his new role following Bratcher's departure. Bratcher has committed to remain in an advisory capacity to ensure a smooth transition before his retirement. Gall's financial and strategic planning expertise, coupled with his knowledge of MGP's operations, positions him to lead the company through this period of change.

Donn Lux, who has extensive experience in the branded spirits industry, will replace Seaberg as Chairman of the Board. Lux's history includes leadership roles at Luxco, Inc., a branded beverage company that merged with MGP in April 2021. He has been a part of MGP's board since then. Lux will oversee the search for a permanent CEO, exploring both internal and external candidates.

The company took this opportunity to reaffirm its 2024 sales and adjusted earnings guidance, with full-year capital expenditures expected to be around $72 million, a decrease from the previously projected $78 million. InvestingPro analysis shows the company maintains strong financial health with a current ratio of 6.46, indicating robust liquidity, while trading at an attractive P/E ratio of 8.74. This adjustment is partly due to delays in constructing a mini-fuel plant for the Ingredient Solutions segment. MGP's outlook for the brown goods category remains consistent with previous statements. The company anticipates announcing its fourth quarter and full year 2024 financial results and providing 2025 financial guidance in late February 2025.

These leadership changes are part of MGP's ongoing efforts to strengthen its position in the branded spirits market and continue its growth trajectory. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value metrics, with analyst price targets ranging from $50 to $80 per share. The information in this article is based on a press release statement from MGP Ingredients, Inc. For deeper insights into MGPI's valuation and 11 additional ProTips, explore the comprehensive Pro Research Report available on InvestingPro.

In other recent news, MGP Ingredients reported mixed results in its third quarter 2024 earnings call. Despite a 24% decrease in consolidated sales to $161.5 million, the company saw a robust increase in net income by 82% to $23.9 million. The Distilling Solutions segment experienced a significant 36% drop in sales, primarily due to challenges in the American whiskey market. In response to these challenges, MGP Ingredients has initiated strategic measures for long-term growth, such as reducing whiskey production and focusing on new distillate contracts.

TD (TSX:TD) Cowen recently downgraded MGP Ingredients stock from Buy to Hold, lowering the price target to $50 from $66. The firm cited persistent supply and demand imbalances for "Brown Goods" and significant margin resets for Distilling Solutions as the primary reasons for the downgrade.

MGP Ingredients also acquired Luxco as a strategic move towards becoming a premier branded spirits company. The company anticipates a nearly 35% decline in Distilling Solutions segment sales and a 50% drop in gross profits for 2025. However, it expects the Ingredient Solutions segment to stabilize and grow, while the Branded Spirits segment aims for top-line growth and margin expansion. These are recent developments in the company's ongoing approach to navigate current market obstacles.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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